See every issue escalated to your tier and every project request waiting for your approval, in one pass.
Issues is the current name of the module formerly called Tags. Projects is the current name of Kaizen. Boards is the current name of Lean Studio.
Who this is for: Plant leadership and department heads who sit at Tier 2 or Tier 3.
Before you start:
Your admin has added you to a tier (for example Tier 3, plant leadership).
You have the user rights to approve in Projects. Whether you see the Action button on the Approval Dashboard depends on your user rights.
Time: 5 minutes a day
1. Check what is waiting for you on Home
Sign in. The counters at the top of Home show your activity for the last 7 days. Waiting for your approval is the number of items waiting for you.
Scroll to Agendas and open the Approvals tab to see the items themselves. Click one to open it.
2. See the issues escalated to your tier
Open the Issues dashboard and filter by escalation status, for example Tier 3.
Save the filter as a view, pin it, and Share it with the rest of your tier. See Save, pin and share views on dashboards (open the article).
Open an escalated issue to read the comment added when it was escalated and the Escalation History below it.
When your tier has dealt with it, the assignee marks it complete, or you de-escalate it back to the lower tier. See Close an issue.
Tip: Show the escalated issues on your tier board in Boards, so they come up at every leadership huddle. See Read the board.
3. Approve or refuse project due date changes
Projects need time, planning, labor and other resources, so your company may require an approval before a project's due date can change. The person requesting the change must select a reason. Admins define these reasons in the project settings under Revised Due Date Reasons.
In the left menu, open Projects > Approvals. The Approval Dashboard lists every project with a pending due date change and opens with the Open filter applied by default (the Filters button shows 1), so you see the items that need your attention first.
Read the request. The list shows Id, Project Title, Requested By, Requested On, Current Due Date, Revised Due Date, Reason for Revised Due Date, Module, Status and Action. Check that the reason is sound and the new date is realistic.
Use the Action button to approve or refuse the request.
From the toolbar you can search with the Search by Id and title box, Group By a field, choose columns, refresh the list, switch between Table and List views, and export to Excel with the Excel icon at the top right.
Good to know:
You receive an email and in-app notification when a due date extension is requested.
On the Projects dashboard, the due date column is called Revised Due Date. The dashboard also shows how many days a project is delayed compared with its original due date, and how many times its due date has been changed.
Excel exports of due date extensions include the Revised Due Date Reason and Kaizen Project ID columns. A Delay Management export is also available.
What you should see: An empty Approvals tab on Home, a pinned view of your tier's escalated issues with an owner on each, and no request older than a day on the Approval Dashboard.
If it does not work
Problem | Likely cause | Fix |
You do not see the Action button on the Approval Dashboard | Your user rights do not include approving | Ask your admin. If you were just given the right, sign out and back in. |
No issues show for your tier | Nothing is escalated, or the filter is set to another tier | Clear the filters and check the escalation status column. |
You cannot see Issues or Projects on Home | The module is not enabled for your role | Ask your admin. |
The Approval Dashboard looks empty | The default Open filter hides handled requests | Open Filters and change the status. |
Related
Read the board
Escalate an issue
Close an issue
Getting started as leadership