Build your facility's hierarchy in Asset Management. Departments, lines, workstations and assets then appear as dropdown options in Projects (formerly Kaizen), Ideas (formerly Suggestions), Issues (formerly Tags), Lean Creator forms and Daily Standard Work. You can also schedule checklists directly to an asset so its history stays with the machine.
Who this is for: Admins.
Before you start:
You need the admin permission for Plant structure.
Each facility has its own hierarchy. Switch to the right facility first with the facility switcher (top left).
Have an asset number for each asset. It is required.
Time: 2 minutes per item. Build departments first, then lines, then workstations and assets.
The hierarchy
Department / Area → Line → Workstation → Asset (up to 4 levels).
Add an area (department)
Use the facility switcher (top left) to choose the facility.
In the left menu, open Admin > Plant structure. The Asset Management page opens with the Assets and Floor Plans tabs.
Click Add Asset. In the dialog, use Create New next to Department to add the department.
Add a line
In Asset Management, click Add Asset.
Select the department, then use Create New next to Line to add the line.
Add workstations under the line the same way.
Add an asset
In Asset Management, click Add Asset.
Select the department, line and workstation, then enter the asset name.
Enter an asset number. It is required.
What you should see
New items show up in the other modules' dropdowns straight away. Open a new issue or project and check that the department, line and asset you added are in the location fields.
QR codes
From Asset Management you can generate QR codes for departments, lines, workstations and assets. When someone scans one with the LeanSuite mobile app, a new issue opens with the location already filled in.
Reorganizing
If you restructure your departments or lines, old values are deactivated rather than deleted:
Existing records, such as older Projects, keep showing the old value.
New records only offer the new values.
If it does not work
Problem | Likely cause | Fix |
The asset will not save | The asset number is missing | Enter an asset number. It is required. |
The new line is in the wrong facility | You were in a different facility | Switch facilities with the facility switcher and add it again in the right one. |
The new item does not show in a module's dropdown | The page was open before you added it | Refresh the page. New items appear straight away. |
You have hundreds of assets to add | Too many to add one by one | Send your list in Excel to your LeanSuite onboarding team and they will bulk-upload it for you. |
Your site uses different words, for example "Location" instead of "Department" | Field labels use the default names | Contact [email protected] to rename the field labels. |
Related
Add a user
Publish and schedule a checklist (schedule a checklist to an asset)
Getting started: Admin
Use LeanSuite on mobile, tablets and shared devices (open the article)