Insights/Reports: Routines Overview

Everything about a summary of Routines created with their Executions and Findings in one place. The difference between the Routine Report and Routines Overview is that here you can see a summary of the Routines in a more centralized way by activity and a breakdown by execution by Site.

Steps to access

• Access the Insights section

• Select the Overview Routines report

• Choose the dates you want

You have the option to filter your Routines by Routine Type:

• 5s Audit

• Maintenance

• Gemba Walk

• Quality Control

• Communication

Important notes:

• Pick a specific day or a date range. after your selection is made, click on the new apply selection button to filter your report

• Select more options such as Tags, Site Groups, countries, and Tag Groups in the plus button

• E.g. To see the full organization, please remove all the filters

• E.g. To see all the Sites of a Site Group, please select the Site Group and remove the other filtres

Activity
Find the total "Executions" during the chosen period in the selected Routine.

• Routines Assignee: All Users who participate in the Routine's Executions

Summary:

• Completed Routines

• Routines in Progress

• Findings found

• Findings Completed

Breakdown
Here is a summary of the Routines Execution

• Site name

• Average time to complete

• Findings created

• Findings Completed

Updated on: 14/10/2024