Importing Standard Work & Recurring Process Checklists
This guide provides step-by-step instructions on how to import standard work and pre-configured checklists for recurring tasks, best practices and processes. Please note, importing is only possible once the standard work checklist has been created and assigned to a process. For more details on setting up standard work, refer to section 02.03.03. NOTE- This training module contains two exercises; Importing a Standard Work checklist INTO a project and Exporting a Standard Work checklist ONTO the PDCA dashboard.
Ex. 1. Importing A Standard Work Checklist into a Project
You can import a standard work checklist directly into a project. Here's how!
1. Click here to creaet a new checklist
2. Click here to drag a new owner into box 1
3. Click here to drag a workflow into box 2
4. Save
5. Click here to add a new checklist
6. Click Yes to confirm you would like to view the Standard Work checklist library
7. Click here to access the process checklist (aka standard work) library
8. Click here to select checklist
NOTE-It is a pre-requisite that you have already set-up standard work checklists (see section 02.03.03)
9. Click here to import checklist into project / workorder
10. Select 'Yes' to overwrite any checklists that are already included in the project
11. Congrats!
Congratulations! You have finished the training exercise
Bonus Video
Bringing Standard Work Checklists To Life
In this 2-minute video, you'll see how a pre-configured standard work checklist the Marketing Team uses at Dupont Toys Mfg to publish press releases can be seamlessly imported into a project for use by the team. This feature streamlines task management by ensuring that recurring processes are easily integrated into your workflow. Watch the video to learn how to apply your recurring task checklists directly to ongoing projects for improved efficiency. See section, detailed in section 02.03.03 for more details on standard work management
Ex. 2. Exporting A Standard Work Checklist
You can send a standard work checklist directly to the dashboard. Here's how!
1. Click on the process where the standard work checklist has been created
2. Click on the process which contains the checklist
3. Click here to open the Standard Work checklist
4. Click here to export checklist to the PDCA dashboard
5. Click here confirm
Congratulations! You have finished the exercise