Creating a New Improvement Record

The Details page allows you to add or edit an improvement record with all necessary information. This form captures the essential data needed to track your improvement initiatives.

To create a new improvement:

1. Fill out the required fields (marked with an asterisk *):
   • Create With Status: Default is “Suggestion”
   • Summary: Brief description of the improvement
2. Complete the additional information:
   • Source: Where the improvement originated (currently set to “Interne”)
   • Processes/Projects: Select relevant process or project
   • Owner: Person responsible for implementation
   • Customers/Suppliers: Related external stakeholders if applicable
   • Effort: Estimated work required (currently set to “Faible”)
   • Categories/Tags: For organization and filtering
   • Priority: Importance level (currently set to “Basse”)
   • Do it by Date: Deadline for completion
3. Provide detailed information in the text areas:
   • Description: Comprehensive explanation of the improvement
   • Action Plan: Steps needed to implement the improvement
4. Save your record using the purple “Save” button or discard changes with “Cancel”

The form ensures all critical information is captured while maintaining a simple, organized layout for efficient data entry. Adding an improvement can be done from anywhere you see the “Add an Improvement” button.

What is explains what improvements are in more detail.