Rev Status

Now the status of your Revs is editable and configurable depending on your needs.

Who can edit them?

• Rev Autor, Coach, and team members of the Rev
• The administrator of the Site or Global
• Available for all your Revs (Improvement Idea, Quick Actions, and Problem Solving)

Status Types

• Open: This status is created and assigned by default when you create your Rev. Your idea is open; it indicates that there is data to be captured or pending to be registered. You can continue editing your Rev
• In Progress: It refers to the fact that your idea already has advanced and is in the process of being completed; you can continue adding data and complementing it
• Completed: Here, the Rev has been finished; within the stages of "Expand/Adjust" for Improvement Ideas, "After" for Corrections, and "Improve/Control" for Problem Solving, there is a button that you must check once your data has been captured in your Rev. Once activated goes to "Completed" status or you can select the status menu and change to Completed.
• On Hold: If you think your Rev needs a pause and will take more time than necessary, you can mark it in this option so that you can collect the required pending information and others can review it. You can leave a comment about the reason for the status
• Canceled: This status refers to the fact that the Rev was unsuccessful and learning for the team. Remember that all ideas are valuable, and everyone learns something from them. You can leave a comment so that others are aware of the reason for the status

Edit a Rev

If you want to edit your Rev to add, complement, or change anything, you can do it from the pencil icon when your Rev is still Open or In progress.

Mobile

From mobile, you can do it directly:

• Access to your Rev
• Start editing
• Save changes

Web

• Access to your Rev
• Click on the pencil icon to edit
• Edit your Rev
• Click on "Save"

Change the owner of a Rev

Now you can change the Owner of your Rev. If you created a Rev and want to assign it to another colleague, you can do it by clicking on the creator of the Rev and changing it to your colleague.

Who can change the Owner?

• The creator of the Rev (Author)
• The assigned Coach
• All the collaborators added to the Rev
• Site admins (all Revs on their Site)
• Org admins (All Revs)
• Available on the web and mobile app

How to do it?

Web

• Locate and open the Rev
• Edit it from the pencil icon at the top right
• Select the Owner and open the modal to choose the new one
• Search by user's complete name or email
• Save changes
• When saving it, a notification will be sent by mail to the new Owner
• As an additional note, you can put comments in the comments section of the Rev, tagging the people who should be aware

Mobile

• Open or create a Rev
• Tap on the Owner of the Rev
• Search by email or full name of the new Owner
• Select the user
• save

Change Rev Attributes

If you need to change the location or area attributes of your Revs, follow these simple steps:

Mobile

1. Find and open your Rev
2. Once inside, click on the Rev menu
3. Choose "About"
4. Make the changes in Location and Attributes
5. Save the changes

Web

1. Select and open your Rev
2. Click on the "About" section
3. Select the new tags and save them

Comment on a Rev

Leave comments on all the Revs you want, either to feed those Revs with more ideas or collaborate with them.

Mobile

• Select the Rev
• Click on the Comments icon
• Add a Comment
• You can mention your colleagues using @name, and they will receive a notification so they can see that comment
• Click on "Save"

Web

• Click on the Rev
• Go to the "Comments" section
• Add your comments
• Save it

Notes

If you are the author of the Rev or participate as a collaborator or Coach, you can add Notes to the Rev.

Web

• Open the Rev
• Active the edit mode on the pencil icon
• Go to the Comments section and select Notes
• Add your note about anything on the Rev

Mobile

• Open your Rev and go to the main menu
• Select Notes
• Add your Notes

Set Priority on a Rev

Not all Revs are created equal. You can categorize them by Priority in the "About" section of the Rev. When creating or editing a Rev; you can select from the following priorities:

* High
* Medium
* Low

Just follow these steps:

1. Access to your Rev
2. Go to the "About" section
3. Choose the priority of the Rev: High, Medium, and Low
4. Click on "Save"

Web

Mobile

Due Date

You can choose an expiration date for your Revs; this will help you and your team establish a goal to complete and resolve the idea based on the area of opportunity you found.

• In your Rev, choose "About" (Remember to activate the edit mode)
• Select the expiration date
• Choose the time and done, save changes

Web

Mobile

Add Attachments

If you need to add a document that can complement and support your Rev now you can do it from the Web.

These are the allowed formats:
.pdf / .doc / .xls / .xlsx / .ppt / .pptx / .csv / .jpg / .png / .gif / .zip / .docx / .txt

Maximum size:
5 MB

To add attachments to your Rev:

• Access your Rev
• Click on "Edit"
• Go to the "Attachments" section.
• Choose and Upload file.
• Click on "Save"

These files can be downloadable for any team member in your Rev.

Activity History

All the records of the Revs and Routine's activity in each execution. We Stay up to date on the activity since its creation and each modification that occurred in each event.

When creating and updating a Rev or a Routine execution, each event within that activity will be logged, so you can easily access the update history.

Approve a Rev

All Revs can be marked as "Approved" by the Coach or any admin. This allows easy detection of all the ideas that are previously approved. It works to identify those Revs that will be validated later. No matter the Rev's status, you can always have approval at any point in the Rev's development.

Who can mark them as approved?

• Rev's Coach
• Site or Organization Admins

Steps:

• Click on the main menu of the Rev
• Approve

Web

Mobile

Like a Rev
You can see all the Revs created by your team. If you find one interesting, you can like it by clicking on the heart icon.

Mobile

• Go to the Rev
• Click on the heart icon at the bottom

Web

• Go to the Rev
• Select the heart icon

Share a Rev

Share great ideas with your colleagues by following these steps.

Mobile

• Go to the Rev
• Click on the share icon
• Type in the name or email of your colleague
• Add a comment
• Click on "Send"

Web

• Access to your Rev
• Click on the vertical three dots menu button
• Select "Share"
• Select the users and write a comment
• Click on "Share"

Print a Rev

If you want to obtain the summary of your Rev in a single sheet, print it or save it for a presentation, follow the following steps from the Web

1. Access to your Rev
2. Click on the printer icon or use shortcuts
   ​Ctrl + P for Windows or
   ⌘ Cmd + P for MacOS
3. Choose settings:
   Layout: landscape
   Paper size: letter
   Margins: minimum
4. Click on the "Print" button

Delete a Rev

If you are the author of the idea and don't need the Rev anymore, you can delete it.

Mobile

• Access your Rev
• Click on the vertical three dots menu button
• Choose "Delete"
• Confirm the deletion
  Remember: Deleting a Rev is a permanent action.

Web

• Access your Rev
• Click on the vertical three dots menu button
• Select "Delete"
• Confirm the deletion
  Remember: Deleting a Rev is a permanent action

Updated on: 23/04/2024