Customisable items under the Organisational Admin tab:
Root Cause Fix settings:
Setting Metas for Root Cause Fix identifier fields
Main cause categories for Root Cause Fixes
Local team / area descriptions for root cause fixes
Company sites and organisational units:
Locations
Business Units
Departments
Assessments
Assessments enable you to build up questionnaires to measure the progress with specific Maturity Models.
As time goes on Assessments are a powerful way to demonstrate progress and to highlight where the organisation needs to improve.
Multiple locations can be assessed on a shared score basis. Once assessments are done then you can prioritise follow up activities that will move the organisation to the next level of excellence.
Submissions
“Submission” is where a team perform an assessment, answer the questions and save the answers under a submission name.
A “Submission” is “doing the assessment”, “submitting the answers to a Question Set”.
Multiple Submissions can be made against any assessment design (any “Question Set”), so long as they are all given unique names e.g. GDPR Submission Q4 2025, GDPR Submission Q2 2026, etc.
Project Setting & Initiation
Project Setting is the name given to creating POTENTIAL projects following an Assessment Submission.
Project Setting is therefore the stage prior to finally deciding on, creating and initiating formal projects.
Project Setting allows teams to consider what projects might be useful for their next stage of improvement.
When the organisation is ready, projects can be moved on from “Pending” status to “Active”.