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Start and submit an assigned activity

Find your assigned checklists, audits and SOPs, complete and submit them, and see your submitted reports.

Written by Angad Singh

Find the checklists, audits and SOPs assigned to you in Daily Standard Work, complete and submit them, and see what's been submitted.

Find your assigned work

Items assigned to you appear in these places:

  • your Dashboard under Assigned to me, Upcoming or Overdue

  • the Overview, Schedule Calendar and Kanban Board in Daily Standard Work

  • the LeanSuite mobile app

You'll also get an email reminder 30 minutes before an item is due.

On the Overview page, My Activities lists your items under the In Progress, Upcoming, Overdue and Submitted tabs. Each item has a Start link in the Action column.

Daily Standard Work Overview listing activities under In Progress with a Start link for each

Complete an item

  1. Open the item and click Start.

  2. Answer each question. Some questions may ask for a photo or a comment, especially if you answer "No" or "False".

  3. Click Submit at the top of the screen.

Important: The download icon is not Submit.

Note: You don't need to enter your name or the date, because LeanSuite records them automatically.

Daily Standard Work views

  • Schedule Calendar: your items by month, week or day.

  • Kanban Board: columns for Overdue, In Progress, Upcoming and Submitted.

  • Grid: a list you can filter.

  • Overview: a table of your activities by status.

Daily Standard Work Kanban Board with activity cards and Start buttons

Tip: If a view doesn't load, refresh the page.

See what's been submitted

  1. Open the Submitted tab.

  2. Switch to Grid view.

  3. Click View Report to see the answers, flagged items and photos. Click a photo to open it.

  4. Click Download report to save a copy.

Use the filters for date, label and template type.

With the right permission, choose Facility Activities instead of My Activities to see everyone's submissions.

Reports

Open DSW Reports in the left menu to see:

  • completed vs pending items

  • flagged items over time

  • submissions by user

  • a list of flagged questions

For custom boards, see Lean Studio.


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