How to follow up on improvement projects?

1. Enter the "Improvement Projects" module from the left sidebar.
2. Click on the "Project follow-up" button in the process flow.
3. A list will appear with all the projects you have to follow up, click on the "Actions" and "Details" button in which you want to follow up.
4. Complement the monitoring information of the project and attach the necessary annexes.
5. Click on the "Send to review" button, an email will be sent to the user who registered the project to continue with the flow process.

You can also access the task it directly from the notification panel by clicking on it.

Annexes can be files of any type.

If you click on the "Save and exit" button, only the information will be saved, but the process will not proceed to the next step.

• Related Articles

• How to close the improvement projects?

  Enter the "Improvement Projects" module from the left sidebar. Click on the "Review Project" button in the process flow. A list will appear with all the projects that you have yet to review, click on the "Actions" button and then "details" for the ...

• How to modify the types of improvement projects?

  Enter the “System Settings”, identified with a gear icon at the top right. Enter the "Drop-down lists" tab and scroll down to the "Improvement Projects" module. Click on "Type", here you will see a list of all currently registered types, you can ...

• How to register an improvement project?

  Enter the “Improvement Projects” module from the left sidebar. Click on the “Register project” button in the process flow. Enter all the project information and select a responsible person for its follow up. Click “Send”, and an email will be sent to ...

• How to follow-up scheduled maintenances?

  The date and frequency of maintenances must be registered in equipment catalog 1- Click on the button "Scheduled Maintenance" within the process flow module. 2- A list will appear with all the maintenance that should receive its maintenance in the ...

• How to configure follow-up emails?

  Follow up emails serve to remind users of pending activities. Enter the "System Settings" by clicking on the gear icon located in the top right corner. Enter the "Follow-up Emails" tab, where you'll see the configuration of follow-up emails for each ...