How to use Mistake Proofing report in app?


  • 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 tapping there you can create a new report.
  • STEP 3 : After that tap on the “+” and a selection report list will open. Now select “MISTAKE PROOFING” 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 Lean Mistake proofing dashboard, where you can see on the top right all options.
  • 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.
  • STEP 6 : Now inside Mistake Proofing you can see one section where you can add upto 191 characters under NEW POTENTIAL FAILURE.
  • STEP 7 : Now I have added 3 new Potential failures all are showing on the bottom side of the page and according to the data I have added you can see a graphical representation on the top
  • STEP 8 : 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. for each and every new potential failure you can change CONSEQUENCES SCORE, there are 5 consequences score MOST SEVERE, SEVERE, MODERATE, SOME RISK, LITTLE RISK. The graphical representation is totally depends on the consequences score. So, when you will change the consequences score for each and every failure you can see the changes in the graph accordingly


  • STEP 9: Now in this step you can create an Action Item by tapping on ACTION ITEM/NOTE Option under Action item
  • STEP 10: 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 11:  Now when you tapped on the “+” floating icon, one new modal will open where you can see multiple options.
  • STEP 12: 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 13:  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 14:  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 TO DO, IN PROGRESS, IN REVIEW), Select report, add assignee and then tap on CREATE.
  • STEP 15: 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.


  • STEP 16: 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. 

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