Set up LeanSuite for your site in your first week. Work through the six tasks in order; each one links to a step-by-step guide with screenshots.
Who this is for: The site admin, usually the person who signed the onboarding plan.
Before you start: You have an admin account for your facility and the data pack from your LeanSuite onboarding lead (user list, plant structure, KPI list).
Time: About 3 hours across the first week.
Day 1: people and places
Check you are in the right facility with the facility switcher (top left).
Add a line and assets: build the departments, lines, workstations and assets so every module's dropdowns show the right places.
Add a user: upload your user list with the User Upload Template, or add people one by one.
Create a role: create a Team leader role and an Operator role, switch on the permissions each needs, and add people to them.
Day 2: the daily routine
Publish and schedule a checklist: publish your first start-of-shift check in Lean Creator and schedule it to the people, role or asset that should complete it.
Build a KPI: create the first KPI for the board and enter its first value.
Day 3 to 5: run it and report
Ask a team leader to follow Run the daily routine for one shift and tell you what was missing.
Export a report: export the week's checks and issues for your first review with leadership.
What done looks like
Every operator can sign in with their Employee ID and sees a check under Assigned To Me.
Every team leader is in a role, sees My Team's Activities and can close and escalate issues.
One board shows the first KPI with a target.
Keep handy
Troubleshoot access: the first answer to "I cannot see it" is sign out and back in.