How to use Lean Overview and Assessment report in web?


STEP 1 : Click on the “Reports” from the left navigation menu, you will now visit a “Report List Page” (under reports)

  • STEP 2 : In the “Report List Page” you will get some options on the top for eg. Department, User, Project, Type and Search bar. When you are creating the report for the first time, you will get “ CREATE NEW REPORT” button on the middle. If the report list is not empty then the “CREATE”button will be at the top right of the page
  • STEP 3 :  After that click on this “CREATE” button and a modal will open. From this “CREATE” Modal select your report “Lean Overview And Assessment” from the dropdown 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” this is the optional field. Then finally click on the “CREATE” button to create this report.
  • STEP 4 : Inside Lean Overview and Assessment Report you can see two options “ACTION & ACTIVITY” in the upper right navigationtion


  • STEP 5 : Then you can go to COLLABORATOR option under ACTION to add collaborators, so here you can add collaborators from “ORGANIZATION USERS


  • STEP 6 : After creating LEAN OVERVIEW AND ASSESSMENT report you can see “SELECT CATEGORY” from here you can select default categories from the drop down and second is “NEW CATEGORY” where you can add your custom categories.
  • STEP 7 : Now there under SELECT CATEGORY you can see 5 categories which are LEADERSHIP, CUSTOMER FOCUS, PROCESS MANAGEMENT, STAFF(EMPLOYEE) MANAGEMENT,INFORMATION/ANALYSIS. I am selecting three categories for now (Leadership, Customer Focus and Process management)
  • STEP 8 : So now under LEADERSHIP you can see ADD NEW button, click on add new then one modal will open, from there you can select default statments,( For eg. I have selected three statements from the drop down, Also you can  “WRITE CUSTOM STATEMENT” and also add this statement as “set as default”. “Set as default”, can make your custom statement as a default statement.

  • STEP 9 : Same like leadership I have added all the details and clicked on ADD DEFAULTS.
  • STEP 10 : Like previous two categories for PROCESS MANAGEMENT also I have done the same. So I have added total three categories.

  • STEP 12 : Now you can see all the CATEGORIES and DEFAULT STATEMENTS under the category.

  • STEP 13 : After selecting the status you can have a graphical idea of this total process on your left hand side.
  • STEP 14 : 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 Leadership I selected 4 defaults, under those defaults you will get status i.e STRONGLY AGREE, AGREE, NEUTRAL, DISAGREE, STRONGLY DISAGREE.  According how you change the status the graphical presentation will change.


Once you are inside the Lean Overview and Assessment report, where you can click on right navigation you can see two options “ACTION” & “ACTIVITY”. Under ACTION you can have options like “Export PDF” from here you can download PDF version of this report, “Edit this report” by clicking on this option you can change your report title name and change your project if needed, , “create action item/note” from here you can create an action item, “Mark this report as complete” you can select this option when your report is complete, “Archive this report” by clicking on this option you can archive this report and “collaborators”. And under ACTIVITY you can find all the activities going under this report.

  • STEP 1 : Now in this step you can create an Action Item by clicking on this ADD NEW button
  • STEP 2 : after clicking on the ADD NEW button you can see your Action item modal, In this modal you can see different options, like
  1. “Add a title here” – you can add the title of the action item here.
  2. Description – here you can write description about action item.
  3. Attachments – you can add any file (photos/videos) regarding action item
  4. Due Date – You can select the due date of this action item, for NOTES you do not need due date
  5. Note & Action item – here you can select either NOTES or Action item

  • STEP 3 : Now for example if you are selecting NOTES, you will have two options one is SELECT PROJECT and the second one is SELECT REPORT. But here either one of them you can select, for eg. I have selected report “TRIAL” here so I cannot select PROJECT. You can also select assignee for this particular note from the dropdown.

  • STEP 4: Secondly if you are going to select ACTION ITEM option, you can add DUE DATE for action item, then you can select action item options like “TO DO”, “IN PROGRESS”, “IN REVIEW”, DONE”. After selecting there action items you can select either project or report just like before, and at last you can select assignee. And then click on “CREATE” button.
  • STEP 5 : Now after creating the ACTION ITEM it will be saved, then you can see the existing ACTION ITEM by clicking on the “EXPAND” option.


And finally to complete the report you can go to upper right navigation and select “MARK THIS REPORT AS COMPLETE” from action to complete this report.

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