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Find your way around LeanSuite

Learn the top bar, home dashboard, module tiles, Quick Access and agendas so you can move around LeanSuite.

Written by Angad Singh

This article shows you the main parts of the LeanSuite screen: the top bar, your home dashboard, the module menu and your agendas.

Top bar

LeanSuite top bar
  • Grid icon (far left): jump to any module.

  • Facility switcher (next to the logo): if you work at more than one site, choose the facility you want to see. The data on screen changes to that facility.

  • Create New (or press ⌘K / Ctrl+K): quickly create a suggestion, Kaizen, tag or other item.

  • Bell icon: your notifications.

  • Gear icon: Admin Settings (admins only).

  • Your name: personal settings, password and language.

The Create New menu lists Suggestion, F-Tag, Campaign, Kaizen, QA Matrix, EWO, Best Practice, Workflow, Team, KPI and Create Template. With the menu open, press the key shown next to an item (1 to 9, a or b) to choose it. The items you see depend on the modules enabled for you.

Create New menu with Suggestion, F-Tag, Campaign, Kaizen, QA Matrix, EWO, Best Practice, Workflow, Team, KPI and Create Template, each with a keyboard shortcut

Home dashboard

The counters at the top of Home show your activity for the last 7 days:

Home dashboard counters
  • Worked On: items you've worked on.

  • Approvals: items waiting for your approval.

  • Assigned To Me: items you own.

  • Upcoming: items coming due.

  • Overdue: items past their due date.

Switch to a module

The Switch To section on Home shows every module your company uses. Click a tile to open it.

Switch To module menu

Note: A module you can't see or open isn't enabled for your company or your role. Ask your admin.

Quick Access

Quick Access shortcuts

Shortcuts to My Profile, Manage Notifications, the LMS Instructor Panel and Gap Planning.

Agendas

Lower on Home, Agendas lists the actual items behind the counters. Use the tabs (Worked On, Approvals, Assigned To Me, Archive, Upcoming, Overdue) and the module filters (Suggestion, Kaizen, Tag, EWO, Best Practice, LMS, Lean Creator, Daily Standard Work) to find what you need. Click an item to open it.

Agendas list

Left menu

On Home, the left menu shows your points and links to the Prize Catalog, Requested Prizes, Leaderboard and Campaigns. Inside a module, the left menu shows that module's pages, such as dashboards, reports and settings.

Tip: After an update, if you see a message that a new version is available, accept it to load the latest version.

Getting help

Search this Help Center, or email [email protected].


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