Configuring Problem Solving, Occurrences, Projects and Initiatives

• Modules that this feature covers
• What this feature is for
• Configuring the rules
• Additional Information

Modules that this feature covers

Improvement Opportunities

Project Portfolio

What this feature is for

In the “Improvement Opportunities” module, we can develop Problem Solvings and Occurrences that help the organization in the identification and treatment of any problems that may be encountered. As well as in the “Project Portfolio” module, we can create Projects and Initiatives designed to produce a unique product, service or result.

All Problem Solvings, Occurrences, Projects and Initiatives have a method that is a path that will be used to reach the desired result. Within the system, the method is a form with tools that assist in the entire flow of Problem Solving, Occurrences, Projects and Initiatives.

When elaborating a Problem Solving, Occurrence, Project or Initiative we can define some configurations in STRATWs One, such as, for example, rules that define the access of the participating user in each phase of the Problem Solving, Occurrences, Projects or Initiatives. The rules are configured according to the classification and method defined in the creation phase of each one.

Configuring the rules

It is possible to configure the display rules for the Components and Tools for the Problem Solving, Issues, Projects and Initiatives.

As a reminder, we have two types of Tools: Available Tools and Automatic Tools. The Available ones are those that can be added by the user (who has permission to perform such action), whereas the Automatic ones are created automatically for the user.

To configure the rules for a Problem Solving or Occurrence, go to the "Settings" module and then to the "Improvement Opportunities" section. If you are configuring rules for any Project or Initiative, go to the "Project portfolio" section. Then, click on "Rules Settings".

In the following example, we use the Problem Solving Rules Settings as a scenario.

Select the Classification, Method and Phase you want to define the configuration.

Afterwards, the functions (participant roles) that that method has will be displayed, such as the roles “Elaborator” and “Viewer”. Then it is possible to define what permission the participant of that role will have in each item of the form, that is , in Sections, Components and Tools.

The “Pencil” symbol  indicates that the participant of that role has permission to edit the item. The “Padlock” symbol  indicates that he will not be allowed to edit.  The “x” symbol  indicates that the participant of that function will not be allowed to view the item, that is, it will not be displayed on the system screen.

Returning to the example of the video above, in the “Fact” Section, the “Viewer” role does not have permission to view in the “Photo album” tool and does not have editing permission in the “Documents” tool:

Additional Information

• The Action Plan, only in problem solving, only the user who has the role defined as the main one can add tasks, even if a user from another role has editing permission in the Rules Settings.
• Components and Automatic Tools cannot be added and deleted by the user. Available Tools can be added and deleted.
• If the permissions have been changed on a method that is already in use by a specific Problem Solving, Occurrence, Initiative or Project, it will be necessary to create a new version of the form. Thus, it is possible to follow which version was used in a Problem Solution (and the others) and which were the settings established for this method.
• In Problem Solving, the Rules Settings are not valid for users with a profile such as "Administrator" or "Super User".
• The Rules Settings are only valid for users participating in Problem Solving, Issues, Projects and Initiatives.

If you have any doubts, remember that our Contents section has articles on various features of STRATWs One. Feel free to consult and follow the ones you prefer!

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