Connections
Choose any improvement, the main details tab contains fields for connections. Click Actions and then Edit.
Linking Improvements to Business Information in PDCA Software
Understanding Organizational Links
When creating or editing an improvement in PDCA Software, you can connect it to your business structure using three key relationship types:
- Processes / Projects
- Customers / Suppliers
- Categories / Tags
These connections help organize improvements and provide context for reporting and analysis.
How to Link or Create New References
In each case you can create a new item (for example, a new project) on the fly simply by starting to type in the box.
Processes and Projects
- Select an existing process/project from the dropdown menu
- This helps track which business areas or initiatives are being improved
Customers and Suppliers
- Associate improvements with specific external stakeholders
- Track which improvements address customer needs or supplier issues
- Measure impact of improvements on external relationships
Categories and Tags
- Choose from existing categories/tags to classify the improvement
- Create new categories as needed to build your organization’s taxonomy
- Tags help with filtering and identifying improvement patterns
Benefits of Proper Linking
- Better Organization: Group related improvements together
- Improved Reporting: Filter and analyze by process, category, or stakeholder
- Enhanced Context: Understand the business impact of each improvement
- Easier Navigation: Find related improvements quickly
- Holistic View: See how improvements connect across your organization
Creating these relationships as you add new improvements ensures your continuous improvement program remains structured and meaningful.