Publish a template built in Lean Creator, then assign it to users, a role or an asset and set how often it repeats. The item shows up in people's Daily Standard Work and you can track who has completed or signed it.
Who this is for: Admins and template owners.
Before you start:
A finished template in Lean Creator. Only published templates can be assigned.
If you will schedule to an asset, the asset must already exist in Admin > Plant structure. See Add a line and assets.
If you will schedule to a role, the role must already exist. See Create a role.
Time: 5 minutes.
Steps
Add a sign-off (optional)
For read-and-acknowledge documents, add an acknowledgement or signature question at the end of the template. You can also add a few comprehension questions.
Publish
Click Save & Publish. You are prompted to assign the template.
You can also assign it later: go to Lean Creator > Templates, find the published template and click Assign in the Action column.
Name the assignment
Choose Standard Work as the kind of routine, then enter a title people will recognize on their calendar, for example "Daily Check Line 1", "Building 1 5S Weekly" or "Line 1 Changeover SOP sign-off".
Choose who it is for
Pick the Checklist template, then under Assign by choose User, Role or Assets.
Assign to | How it works | Use it for |
User | Each selected person gets their own item and must complete it | Audits and sign-offs where you need to know exactly who did or missed them |
Role | Everyone in the role sees the item. It is marked complete for everyone as soon as one member completes it | Tasks that any one person in a group can do |
Asset | Pick Department → Line → Workstation → Asset. The history stays with the asset | Machine checks, CILR and autonomous maintenance |
Important: a role assignment is marked complete for everyone as soon as one member completes it. If every person must sign, assign individual users.
Set the frequency
Click Next to open Frequency & exceptions. It works like a recurring meeting:
Repeat every day, every week on a chosen day, every few weeks, or monthly.
Choose an end date or Never.
For a one-time task, such as a read-and-sign, set a single occurrence.
Add an estimated duration if you want it to show on the calendar.Click Submit.
What you should see
The item appears on each assignee's Schedule Calendar and Overview in Daily Standard Work, and on their Home screen under Assigned To Me or Upcoming. They get an email reminder 30 minutes before it is due. Missed items show in red as Overdue.
What the user does
They open the item from Assigned To Me or their Daily Standard Work calendar and click Start. A document must be opened before it can be signed.
They read it, answer any questions, and click Submit.
Track completion
Daily Standard Work > Overview > Submitted shows each submission with start and end time. Click View Report to see the answers.
For training sign-offs, the Skill Matrix team view and each user's Training Tracker show who has signed.
Overdue items show in red.
Managers with the right permission can see everyone's items using the Facility Activities tab.
Schedule Calendar
The Schedule Calendar (the Scheduler page) shows scheduled items by Month, Week or Day. Filter by All, Huddles, Standard Work or Overdue, and switch between My Activities, My Team's Activities, Facility Activities and Asset Activities. You can also create a schedule here with New Schedule, or from Daily Standard Work > Schedules with Assign.
If it does not work
Problem | Likely cause | Fix |
Assign is not shown for the template | The template is still a draft | Open the template and click Save & Publish first. Only published templates can be assigned. |
The asset you want is not in the list | It has not been added in Asset Management | Add it in Admin > Plant structure, then assign again. |
One person completed the checklist and it disappeared for everyone | It was assigned to a role | Assign it again to individual users. |
A person does not see the item | They are not in the assigned role, or have not signed in again since being added | Check the role's members and ask them to sign out and back in. |
Different people audit different areas | One schedule covers every area | Create one schedule per area with its own people, for example "Area 1 5S" and "Area 2 5S". |
You need to change who it is assigned to | The assignment is set | Open the schedule from Daily Standard Work > Schedules and edit it, or assign the template again. |
Good to know
For instructor-led sign-offs, let the instructor answer any pass/fail question rather than the trainee.
The Daily Standard Work Reports page shows completed vs pending activities, flagged items over time, submissions by user and a list of flagged questions.
Related
Create a role
Add a line and assets
Export a report
Start a Daily Standard Work template or activity (open the article)
About AI drafts, drafts and published templates (open the article)