Run your shift in LeanSuite in four moves: check your team's work, read the board, handle the issues and escalate what you cannot fix at your level.
Issues is the current name of the module formerly called Tags. Boards is the current name of the module formerly called Lean Studio.
Who this is for: Team leaders and supervisors.
Before you start:
Your admin has added your team members and scheduled their checks in Daily Standard Work.
To see everyone's work in the facility you need the Facility Activities permission. My Team's Activities needs no extra permission.
Your admin has set up the escalation tiers (for example Tier 1 line team, Tier 2 department or maintenance, Tier 3 plant leadership).
Time: 10 minutes at the start of the shift, then a few minutes at the huddle
1. Check your team's work
From Home, open Daily Standard Work. The Overview page opens. It is the first option in the Daily Standard Work menu.
In the Activities Bar at the top left, choose My Team's Activities. (Choose Facility Activities to see the whole facility, if you have the permission. Asset Activities shows checks assigned to an asset.)
In the Activities Type Bar, choose All or one type: Assessment / Skills Matrix, Audit, Inspection, Kaizen, Other, Quiz, SOP or Survey. Each button shows the number of activities of that type.
In the Status Window, open the Overdue tab first. Overdue items show in red. Then check In Progress and Upcoming.
Use Filters on the right to narrow the list, and the refresh icon to reload it. The table shows Type, Activity Type, Title, Assignee, Start Date & Time, End Date & Time and Action.
Open the Submitted tab to review what was handed in. Click the report of a submitted activity to see the answers, flagged items and photos.
To see the month, week or day at a glance, open Calendar from the Daily Standard Work menu and switch between Month, Week and Day.
Good to know: Activities assigned to a role or an asset appear alongside individual assignments. A role assignment is marked complete for everyone once one member completes it.
2. Read the board
Use the Kanban board for a quick visual of where every check stands.
In the Daily Standard Work menu, click Kanban.
In the Activities Bar choose My Activities, My Team's Activities or Facility Activities.
Read the four columns: Overdue, In Progress, Upcoming and Done. Each column header shows how many activities it holds. Scroll down a column to see all of them.
Each card shows the activity type (for example Standard Work · Inspection or Huddle · Tier Huddle), the title, the date and time, the assignee and a Start or Open Board button. You can start an activity or open a board directly from the card.
On the right, use Filters, Group: Status and Sort: Event Start to arrange the cards.
For the tier huddle itself, with KPIs, action items and comments, use your tier board in Boards. See Read the board.
3. Handle the issues
Open Issues and review the issues raised on your line.
For each new issue, make sure it has an assignee and a due date, then submit it so it moves from Open to Pending Verification.
When a fix is done, the assignee marks it complete. See Close an issue.
If your team spots a problem while completing a check, they can raise an issue from the Submit Template page without leaving the check. Remind them of this in the huddle.
4. Escalate what you cannot fix
Open the issue and, in the Tier Escalation panel, click the next tier. Add a comment explaining why. The members of the next tier receive an email. See Escalate an issue.
Bring escalated items to the next tier huddle on the board. Items can also be escalated from a Tier 1 board to Tier 2.
What you should see: By the end of the routine, the Overdue column is empty or every overdue item has an owner, every open issue has an assignee, and anything your team cannot fix is escalated with a comment.
If it does not work
Problem | Likely cause | Fix |
You cannot see My Team's Activities or Facility Activities | Missing permission, or you were just given it | Sign out and back in. If it is still missing, ask your admin for the Facility Activities permission. |
A check is missing from the board | It is under a different category or type | Switch the Activities Bar to Facility Activities and the type to All. |
The board or a view does not display correctly | A display problem | Refresh the page, or click the refresh icon. |
An operator says a check is not assigned to them | It is assigned to a role or asset | Check the Assignee column. Role assignments show the role, not a person. |
Related
Complete a check
Close an issue
Escalate an issue
Read the board
Getting started as a team leader