Exporting the dashboard for use by all the team ensures that everyone has a common ‘single source of truth’ of the current progress. Dashboards can be exported by team leads (requires ‘Lead’ authority level) to a team’s ‘Implement’ section or a team’s Review section for use in progress reviews. To export a dashboard from your […]
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Create dashboard Dashboards can be set-up for any team by team leads (requires ‘Lead’ authority level). The dashboard is created from your ‘home’ section and then exported to the selected team so that all team members can view the dashboard. Steps to create a dashboard: Select ‘Home’ section Select ‘Dashboards’ menu option Select ‘Create Dashboard’
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The initiative status dashboard gives an instant status view of every initiative belonging to a team. Each initiative card shows: Health: Health status as reported by the initiative owner Actions: Actions status based on plan due date and if date has slipped or not Issues: Issues status showing number of ‘major’ issues based on
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Dashboards are used to provide an instant, graphical view of progress and enable trouble-shooting issues for problem areas Implement summaries (Pre-configured): Pre-loaded dashboards in the ‘Implement’ section Initiatives status – allows team members to instantly see status of all team initiatives Team summary – allows team members to instantly see overall team status (e.g., actions,
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Users can reset their password by: Selecting the ‘Forgot Password’ link at the bottom of the login screen Adding their email address to the ‘Forgot password’ form and selecting the ‘Submit’ button The user will then be sent an email inviting them to reset their password.
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Adding a user to the Lypta system requires ‘SuperAdmin’ authority level. Steps to add a user: Select ‘Admin – Users’ section and then ‘Users’ menu option Select ‘Create user’ button Complete ‘Create user’ form Once user is created, SuperAdmin is able, via the action icons shown for each user, to: Email sign-in invite (where
Super Admin can manage all users using the Lypta system ensuring that only Super Admin can control how many users there are, what authority level each user has and also enable/disable users if needed (e.g., if the user leaves the organization). Super Admin can: Create users including defining user profile details such as first name,
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Create a team requires ‘SuperAdmin’ authority level – to set up a team: Select ‘Admin/Users’ and then Teams Select ‘Create team’ button Complete ‘Create team’ form
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The Improvement Program can be organised in one of two different underlying org structures: Current org structure: Used for Continuous Improvement where each team reflects the organization’s underlying org structure (e.g., Company/Division/Site/Dept) and where the improvement effort is being managed by the organization purely ‘in the line’ and each line leader is managing and driving
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Ideas remain in your own private space. However, if want team members to vote on your ideas you need to: Share the idea (so that other people can see the idea) Open the idea up to votes by selecting the ‘open to voting’ checkbox in the ‘Edit idea Status’ form Once people can see
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