Upload
teofilusjakobus
View
225
Download
0
Embed Size (px)
Citation preview
7/29/2019 Adaptive Task Manager User Guide
1/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
1
www.adaptivebms.com
Adaptive Task Manager
User Guide
7/29/2019 Adaptive Task Manager User Guide
2/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
2
www.adaptivebms.com
ContentsContents................................................................................................................................. 2
Introduction............................................................................................................................ 3
Task Manager Purpose ............................................................................................................. 3
Task Manager Features ............................................................................................................ 4
Log In To Task Manager............................................................................................................ 5
Raising a New Task .................................................................................................................. 6
Selecting, Searching and Viewing Tasks ...................................................................................... 7
Progressing a Task ................................................................................................................... 8
Closing a Task.......................................................................................................................... 9Notification E-mail Function.................................................................................................... 10
Changing Personal Information ............................................................................................... 10
Adding New Users ................................................................................................................. 11
Adding/Changing a Business Function ...................................................................................... 12
Adding an Organization .......................................................................................................... 13
Task Graphs and KPIs ............................................................................................................ 14
Producing an 8D Report ......................................................................................................... 14
Exporting Data ...................................................................................................................... 14
Task Reminder Feature .......................................................................................................... 14
Improvement Tools ............................................................................................................... 14
Language Translator .............................................................................................................. 15
Security ................................................................................................................................ 15
System Requirements ............................................................................................................ 16
Tablet PCs and Hand Held Devices ........................................................................................... 16
Support ................................................................................................................................ 16
7/29/2019 Adaptive Task Manager User Guide
3/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
3
www.adaptivebms.com
IntroductionThis guide provides Task Manager users with simple instructions on how to use the system.
Most Task Manager questions should be answered within this document. If you are unable
to find the answers to your question then please [email protected]
more information.
How to request an Adaptive Task Manager account?
To request a fully functioning Task Manager evaluation account, please click on the
Create a Task Manager evaluation account link on the Adaptive home page:
adaptivebms.com
Task Manager Purpose
Adaptive Task Manager provides an electronic 8D Corrective Action and Preventative Action
(CAPA) process, plus additional analysis tools. The system allows internal and external users
to log in to a single server from anywhere in the world to record and progress improvement
opportunities.
Task Manager ensures that new issues are assigned to the right person in your organization,
stakeholders are kept informed of progress via auto e-mail updates.
Adaptive Task Manager is intuitive to learn, easy to use and secure. The system will allowyour business to quickly gain the competitive edge.
mailto:[email protected]:[email protected]:[email protected]://adaptivebms.com/Create_Adaptive_Task_Manager_evaluation_account/http://adaptivebms.com/Create_Adaptive_Task_Manager_evaluation_account/http://adaptivebms.com/Create_Adaptive_Task_Manager_evaluation_account/http://adaptivebms.com/http://adaptivebms.com/http://adaptivebms.com/http://adaptivebms.com/http://adaptivebms.com/http://adaptivebms.com/Create_Adaptive_Task_Manager_evaluation_account/mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]7/29/2019 Adaptive Task Manager User Guide
4/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
4
www.adaptivebms.com
Task Manager Features Supports ISO 14000, AS 9100 Rev. C & D, ISO 9001:2008 and ISO/TS 16949:2002
(sections 8.5.2 and 8.5.3)
Online Corrective Action Reports (CARs)
Progress tasks through the 8D problem solving process
Automatically allocate task responsibility
Automatic e-mail notification
Prioritize issues
Monitor issue closure to measure organizational improvement
Improvement statistics and data download
Access to premium analysis tools (templates for the Microsoft Office suite of
applications)
Multilingual translator function
Users can be located anywhere in the world
Instant deployment
No software install required
Comprehensive multilingual user guide
Mobile device compatible
8D report generation
Lots more...
7/29/2019 Adaptive Task Manager User Guide
5/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
5
www.adaptivebms.com
Log In To Task ManagerNavigate to the Task Manager log in page using your Internet browser:
https://tm.adaptivebms.com/
To enter the Task Manager system, type in your User Email address and Password as
prompted on Log in screen. Then click the Log in icon, you will then enter the Task Manager
system.
https://tm.adaptivebms.com/https://tm.adaptivebms.com/https://tm.adaptivebms.com/https://tm.adaptivebms.com/https://tm.adaptivebms.com/https://tm.adaptivebms.com/https://tm.adaptivebms.com/https://tm.adaptivebms.com/https://tm.adaptivebms.com/https://tm.adaptivebms.com/7/29/2019 Adaptive Task Manager User Guide
6/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
6
www.adaptivebms.com
Raising a New TaskTo raise a new task click the Add a new task link in the left side bar. The Add a new task
page will be displayed. Fill in the prompted information as required:
Enter a description of the problem or opportunity
Briefly describe the opportunity or problem. Be clear, concise and descriptive.
Which organization is responsible?Select the responsible organization for the task.
Note: Task Leaders may change the responsible organization once the issue has
been assigned.
Select a priority
Select the relevant severity rating for the task. This rating may be used to help
prioritise open tasks.
Note: Task Leaders may change the severity once the issue has been assigned.
Which business function or department is responsible?
Select the responsible Business function for the task.
Note: Task Leaders may change the responsible Business function once the issue has
been assigned.
Select a target closure date
Select the target closure date for the task.
Click the Raise Issue button to record, or the Leave without saving link to abandon
the changes.
7/29/2019 Adaptive Task Manager User Guide
7/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
7
www.adaptivebms.com
Selecting, Searching and Viewing TasksThere are two methods of accessing tasks, these are described below:Your tasks (raised or assigned)
In the Home area select tasks that you have raised or have been assigned by clicking
on either the Assigned Issues or Raised Issues tabs. Select and click on the task that
you want to view.
All tasks
In the left side bar select the Tasks link. All tasks will be displayed.
Use the filters to navigate the Tasks, click on apply filter to activate your selection.
Select and click on the task that you want to view.
7/29/2019 Adaptive Task Manager User Guide
8/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
8
www.adaptivebms.com
Progressing a Task
Task Manager 8D elements
Task Manager provides an 8D or CAPA style framework for users to follow. The use
of all the 8D elements is not mandatory within the system. Elements can be omitted
depending on task requirement. Uncompleted elements display the ? icon in their
tab. Completed icons will display a tick icon. The Task Manager progression
elements are as follows:
D0-Summary - Amber
This is completed when raising an issue. Determine the prerequisites.
D1-Team - Amber
Establish a team of people with product/process knowledge.
D2-Problem statement - Amber
Specify the problem by identifying in quantifiable terms the who, what, where,
when, why, how, and how many (5W2H) for the problem.
D3-Interim containment - Yellow
Define and implement containment actions to isolate the problem from any
custom
D4-Root cause analysis - Blue
Identify all applicable causes that could explain why the problem has occurred.
Also identify why the problem has not been noticed at the time it occurred. All
causes shall be verified or proved, not determined by fuzzy brainstorming. One can
use 5 Whys or Ishikawa Diagrams to map causes against effect/problem identified.
D5-Permanent solution - Blue
Through pre-production programs quantitatively confirm that the selected
correction will resolve the problem for the customer.
D6-Solution deployment - Green
Define and Implement the best corrective actions.
D7-Preventative measures - Green
Modify the management systems, operation systems, practices, and procedures to
prevent recurrence of this and all similar problems.
D8-Recognition statement - Green
Recognize the collective efforts of the team. The team needs to be formally
thanked by the organization. 8D has become a standard in the Auto, Assembly and
other industries that require a thorough structured problem solving process usinga team approach.
7/29/2019 Adaptive Task Manager User Guide
9/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
9
www.adaptivebms.com
Completing a task element
To complete an element click on its tab and then select the edit icon:
.
Enter the required data and click the Save Changes button.
Task Manager Action:Task Manager will change the tab icon to a tick icon.
Closing a Task
Open the task you wish to close. In the left side bar select the Close Issue link. A
conformation box will be displayed. Click OK to close the task.
TM Action: Task Manager will change task status to closed (White). An e-mail notification
will be sent to the originator.
7/29/2019 Adaptive Task Manager User Guide
10/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
10
www.adaptivebms.com
Notification E-mail FunctionTask manager will automatically send an e-mail to key stakeholders as tasks are raised and
progressed:
Task leaders
Will be informed of new tasks assigned to them.
Task originators
Task originators will be informed when their task is closed.
Tip: In Microsoft Outlook, notification e-mails can be added directly to your Outlook Tasks.
Simply drag the notification e-mail to the task list using your mouse.
Changing Personal InformationIn the home screen select the My Information tab. Here you can change your password and
personal information.
7/29/2019 Adaptive Task Manager User Guide
11/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
11
www.adaptivebms.com
Adding New UsersUsing the left navigation bar, click Users. The Browse users screen will be displayed. You will
be presented with a table of currently defined users connected to your organization
Add a user
Click on the Add new user link in the left hand side bar. Enter the full name and e-
mail address for the new account.
Edit or disable a User
Click on the users name in the Browse users screen. The edit user screen will be
displayed.
Click Save Changes to record or your browsers back button to abandon the changes.
7/29/2019 Adaptive Task Manager User Guide
12/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
12
www.adaptivebms.com
Adding/Changing a Business FunctionUsing the left navigation bar, click Business Function. The Browse function screen will be
displayed. You will be presented with a table of currently defined Business Functions and its
relevant Auto assignee.
Edit a business function
Click on the Business Function you want to edit. Further Business Function detail will
be displayed. Click on the Edit details icon to edit name or default assignee as
required.
Click Save Changes to record, or your browsers back button to abandon the changes.
Add a new business function
Click on the Add a new function link on the left. Enter the new Business Function
name or default assignee as required.
Click the Save Changes button to record, or the Leave without saving link to
abandon the changes.
7/29/2019 Adaptive Task Manager User Guide
13/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
13
www.adaptivebms.com
Adding an OrganizationUsing the left navigation bar, click Organizations. The Browse Organizations screen will be
displayed. You will be presented with a table of currently defined Organizations.
Add a new Organizations
Click on the Add a new Organizations link on the left. Enter the new Organizations
name as required.
Click the Save Changes icon to record, or the Leave without saving link to abandon
the changes.
7/29/2019 Adaptive Task Manager User Guide
14/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
14
www.adaptivebms.com
Task Graphs and KPIsUsing the left navigation bar, click Graphical reports. A full range of graphical views and
reports are available. Select the type of graph or report you require from the list.
Producing an 8D ReportSelect the D0-Task Summary element tab. selecting the View report will bring up the 8D
report page. The report can be saved or printed via your web-browser.
Exporting DataTo export your Task Manager data as a CSV file please contact:[email protected]
Task Reminder FeatureThis function is not yet enabled in the current version of Task Manager, but will be available
in an upcoming release as soon as it is production-ready.
Improvement ToolsTask manager provides users with Microsoft Office based Analysis and Improvement tools.
These can be accessed by selecting the Improvement Tools link in the left side bar.
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]7/29/2019 Adaptive Task Manager User Guide
15/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
15
www.adaptivebms.com
Language TranslatorAll Task Manager pages provide a Translator function. The translator selection window is
located in the top left of the side bar on all pages. Simply select your desired language in the
pull down box, all translatable text will be displayed in the chosen language.
Security
Communication between your browser and the Task Manager server is via industry standard
HTTPS (Hypertext Transport Protocol Secure). This provides security against eavesdropping
and man-in-the-middle tampering with data.
Individual user accounts are password protected, and so users must follow secure and
sensible password policies. The Task Manager software does not enforce any particular
password policy, since different Organizations have different (and mutually incompatible)
standards. However, the following points may serve as a broad guideline:
Passwords should be of sufficient complexity, changed regularly and never revealed
to a third party, either deliberately or inadvertently - not even to employees or
representatives of Adaptive Business Management Systems Ltd. We will not, under
any circumstances, ask users to reveal their passwords to us.
User accounts should never be shared by two or more people.
Users should change their passwords immediately if they suspect that the secrecy of
their current ones may have been compromised.
Unfortunately, Adaptive Business Management Systems Ltd. cannot accept responsibility for
any loss or alteration of information, or any breach of privacy caused by an intruder
successfully cracking a users password.
7/29/2019 Adaptive Task Manager User Guide
16/16
Adaptive Task Manager User Guide
TM version: 1.4-192 Issue 2.01
16
www.adaptivebms.com
System RequirementsCompatible browsers
AOL 5 and higher
Google Chrome All versions
Firefox All versions
Internet Explorer 7 and higher
Konqueror All versions
Mozilla All versions
Netscape 4.7 and higher
Opera browser 7.5 and higher
Safari Mac OS 10.3.4 and higher
Any other standards-compliant browser.
Note: Older, non-compliant browsers may not display Task Manager pages correctly, or maynot fully support some of the systems functionality. If you experience problems, ensure
that:
You are using the latest version of your browser software.
You have JavaScript enabled.
Tablet PCs and Hand Held DevicesTask Manager works great on most Tablet PCs and other hand held devices. This enables
users to record opportunities for improvement and progress issues whilst on the move.
Support
If you experience difficulties, please [email protected] the issue
encountered and the browser version you are using, and well aim to resolve the problem as
fast as we can.
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]