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Opportunities & Improvements
- Guide: PDCA, DMAIC, A3-style and 8D-style in OpsCatalystA methodology names and orders the same steps of one improvement case; the records are the same. The Views tab shows any case as Plan-Do-Check-Act, Define-Measure-Analyze-Improve-Control, an A3-style page or 8D-style disciplines, with what is still missing, and Report of this view issues it.
- How to change several improvement records at onceIn Processes, Opportunities, Problems or Improvements select rows and choose the bulk action: assign owner or lead, set review or due date, change category, export, archive decided records, restore or request an update. Approving, verifying, deciding and closing are never done in bulk.
- How to create an improvement opportunityOpen Opportunities → New opportunity: what and where from, need and expected outcome, people; choose Create opportunity. From a measure, control, risk, project lesson or decision, Create improvement opportunity opens the same wizard with the source linked.
- How to create and compare countermeasures (evaluate improvement alternatives)On Countermeasures and approval choose Add a countermeasure with the causes it addresses. Add alternatives, rate them (criterion × weight = contribution) and decide Selected, Rejected or Deferred with a reason. Selecting needs a cause that is at least likely; every countermeasure stays visible.
- How to make a quick winChoose Make a quick win: name it, say what will change, by when, the expected result and why no analysis is needed, then Create quick win. Start the change, do its action, verify the result against the expected result and close it. Above your quick-win limits it offers Convert to an improvement case.
- How to plan a pilot and decide on its resultOn the case's Pilots tab choose Plan a pilot (hypothesis, change, scope, dates, baseline, expected result), then Start the pilot. Record the actual result and the decision: Adopt, Expand, Adapt, Retest, Review the root cause, Reject or Stop. A pilot that missed its target is never adopted; failed pilots stay listed.
- How to plan the actions of an improvementOn Plan and actions set the verification criteria first (Save criteria), then Add an action with its kind, owner and due date. Actions are shared PVology actions in My work and the Decision Center. Completing them never proves the improvement worked.
- How to rate and triage an improvement opportunityOn Prioritization rate the criteria and Save ratings: the table shows criterion × weight = contribution, never a hidden score. On Triage choose a route and Apply the route: quick win, improvement case, root cause analysis, CAPA, value study, ProjectOrbit project, governance review, no action, duplicate or more information.
- How to resume an improvement draftOpen the same wizard again (Start an improvement, Report a problem, New opportunity or New process) and resume the draft, or choose Resume under Continue working on Home. Drafts are saved to your account and open at the step you left.
- How to start an improvement caseOpen Improvements → Start an improvement. Name the case and choose the methodology, then Define, Size, People and Access; choose Create improvement case. It gets a reference (IMP-0001 …) and shows what each step needs: the cause before a solution, criteria before implementation, verification before closure.
- Why can't I edit or move this improvement?Why can't I? next to the action names the reason: read-only access or no licence, a restricted case where you are a viewer, a closed, cancelled or archived case, or a step that needs something first (a cause before solution design, approval before implementation, actions done before verification).
- Why was a candidate suggested, and how do I accept or dismiss it?A candidate is an opportunity suggested from a pattern (a measure off track twice running, a recurring problem, recurring findings on one control, lessons on several projects, repeated delays, deals lost for one reason, an imported row). Open Opportunities → Candidates, then Accept as an opportunity or route it as no action or duplicate.
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