Operations with PDCA Lists

This section describes all operations that a Tenant user can perform with PDCA lists.

Create a PDCA List

1. Click the hamburger menu in the top-left corner.
2. Select MDI > PDCA Lists.
3. Click Create PDCA list.
4. Enter the PDCA list name into the Name field.
5. If required, add a description to the PDCA list in the Description field.
6. Click Save.

Edit a PDCA List

1. Click the hamburger menu in the top-left corner.
2. Select MDI > PDCA Lists.
3. Click Actions next to the PDCA list you want to edit.
4. Click Edit.
5. Enter the new PDCA list name into the Name field.
6. If required, amend the description in the Description field.
7. Click Save.

Delete a PDCA List

1. Click the hamburger menu in the top-left corner.
2. Select MDI > PDCA Lists.
3. Click Actions next to the PDCA list you want to delete.
4. Click Delete.
5. Confirm the deletion.

Access PDCA List Configuration

1. Click the hamburger menu in the top-left corner.
2. Select MDI > PDCA Lists.
3. Click Actions next to the PDCA list you want to edit.
4. Click Configure.

Alternatively:

1. Click the hamburger menu in the top-left corner.
2. Select MDI > PDCA Lists.
3. Click the PDCA list.
4. Click Configure.

Create a PDCA State

1. Navigate to the PDCA list configuration screen.
2. Click Create PDCA state.
3. Enter the PDCA state name into the Name field.
4. Enter the HexCode into the HexCode field.
5. Click Save.

Edit a PDCA State

1. Navigate to the PDCA list configuration screen.
2. Click Actions next to the PDCA state you want to edit.
3. Click Edit.
4. Enter the new PDCA state name into the Name field.
5. Enter the new HexCode into the HexCode field.
6. Click Save.

Delete a PDCA State

1. Navigate to the PDCA list configuration screen.
2. Click Actions next to the PDCA state you want to delete.
3. Click Delete.
4. Confirm deletion.

Create a PDCA Area

1. Navigate to the PDCA list configuration screen.
2. Select the PDCA areas tab.
3. Click Create PDCA area.
4. Enter the PDCA area name into the Name field.
5. Click Save.

Edit a PDCA Area

1. Navigate to the PDCA list configuration screen.
2. Select the PDCA areas tab.
3. Click Actions next to the PDCA area you want to edit.
4. Click Edit.
5. Enter the new PDCA area name into the Name field.
6. Click Save.

Delete a PDCA Area

1. Navigate to the PDCA list configuration screen.
2. Select the PDCA areas tab.
3. Click Actions next to the PDCA area you want to delete.
4. Click Delete.
5. Confirm deletion.

Create a PDCA Category

1. Navigate to the PDCA list configuration screen.
2. Select the PDCA categories tab.
3. Click Create PDCA category.
4. Enter the PDCA category name into the Name field.
5. Click Save.

Edit a PDCA Category

1. Navigate to the PDCA list configuration screen.
2. Select the PDCA categories tab.
3. Click Actions next to the PDCA category you want to edit.
4. Click Edit.
5. Enter the new PDCA category name into the Name field.
6. Click Save.

Delete a PDCA Category

1. Navigate to the PDCA list configuration screen.
2. Select the PDCA categories tab.
3. Click Actions next to the PDCA category you want to delete.
4. Click Delete.
5. Confirm deletion.

Create a PDCA List Item

1. Click the hamburger menu in the top-left corner.
2. Select MDI > PDCA Lists.
3. Select the PDCA list.
4. Click Create PDCA item.
5. Enter the PDCA item name into the Name field.
6. Select the PDCA item holder from the Action holder dropdown.
7. Enter the required tags into the Tags field.
8. Select the planned start date from the Planned Start Date selector.
9. Select the planned end date from the Planned End Date selector.
10. Select the actual start date from the Actual Start Date selector.
11. Select the actual end date from the Actual End Date selector.
12. If required, click Add to add any attachments. To remove attachments, click Remove All.

Archive a PDCA List Item

1. Click the hamburger menu in the top-left corner.
2. Select MDI > PDCA Lists.
3. Select the PDCA list.
4. Click Archive.