CREATING REPORT :

• STEP 1 : tap on the “Reports” from bottom menu, you will now visit a “Report List Page” (under reports)

• STEP 2 : In the “Report List Page” you will get one filter icon on the top right navigation, by tapping on that icon, where you will get options like, FILTER,PROJECTS,DEPARTMENTS, USERS & All, open completed,archived, and on the right side corner you can see one “+” floating icon, by taping there you can create a new report.

• STEP 3: After that tap on the “+” and a selection report list will open. Now select “5S” from the entire list, Then you can give a TITLE name  (For eg. I have given a Title called “Trial”), now you can also select a “PROJECT NAME” which is the third button. Then finally tap on the “CREATE” button to create this report

• STEP 4: On the 5S report dashboard, where you can see on the top right all options.

ADD COLLABORATORS :

• STEP 5: To add your collaborator under this report, you can tap on the second option on the top right option which is “COLLABORATORS”, From there you can add as well as remove collaborators.

ADD CATEGORIES:

• STEP 6: Then after that, you can come to the main category selection which is “select category”, (for eg: I am adding three categories here – SORT, SET IN ORDER & Standardize)

CHOOSE DEFAULT STATEMENT:

• STEP 7: Then under each category, you can “Select or add statements” by tapping on “ADD NEW”, after tapping on add new button, a new modal will open, you can see “Select or add statements”  (I am adding three default statement), for every category you have added, you can find some default statement to add.

ADD CUSTOM STATEMENT:

• STEP 8: You can also add  “ CUSTOM DEFAULTS/STATEMENTS” and If you want to add your statement to the default list, check set as default and then “SAVE”

GRAPHICAL REPRESENTATION :

• STEP 9: After selecting the Statement you can have a graphical idea of this total process on the top.

• STEP 10: So in this step, I will tell you about the graphical representation. We will get the graphical representation by changing all the category status, for eg. under sort I have selected 4 defaults, under those defaults you will get status i.e STRONGLY AGREE, AGREE, NEUTRAL, DISAGREE, STRONGLY DISAGREE. According to how you change the status the graphical presentation will change.

CREATE ACTION ITEMS :

• STEP 11 :  Now in this step you can create an Action Item by tapping on the third option from the right on the top right navigation, which is “ACTION ITEM” list.

• STEP 12: now after tapping on ACTION ITEM list icon one new Action Item list page will open, where you can create new action item by tapping on the “+” floating icon on the bottom right.

• STEP 13: Now when you tapped on the “+” floating icon, a new modal will open where you can see multiple options.

• STEP 14: Now here you can Enter title, Enter description and add  attachments (photos or videos) , for eg. here I am entering title as “TRIAL AI”, Description as “Management work”, and adding one attachment.

• STEP 15: while you are creating notes, it will not be visible on the action item board. Here you can select report, select assignee and create the notes.

• STEP 16: at the time of creating the action item, you can set a due date, you can add action item status ( there are three action item status you can select TO DO, IN PROGRESS, IN REVIEW), Select report, add assignee and then tap on CREATE.

• STEP 17: now after creating the action item you can go to action item option from top right navigation there you can see the existing action item which you have created.

COMPLETE THE REPORT :

• STEP 18: And finally to complete the report you can go to the upper right navigation and select “MARK THIS REPORT AS COMPLETE” from action to complete this report and you will get an award for the report.