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Kanban

The Kanban portal is intended to provide an overview of the activities that are to be carried out. The Kanban vision can be configured by components, view period and teams, which offers a flexibility on what activities will be displayed. If the user wants to have a vision between components, Kanban still makes it possible to have, within the same vision, the activities of Workflow, Incident. and Problem along with the activities of Verification (SE Asset), Maintenance and Calibration, in addition to actions of the Action plan and tasks from Project and Time control. See below how to configure Kanban in a Portal.

Create a new Portal or edit an existing one by adding a new tab to the Kanban widget. Open the portal in edit mode, and on the tab where the Kanban should appear, click on the Add element button. In the panel that will be displayed, filter the widgets by clicking on the SE Suite option and enter Kanban in the search field. Drag the Kanban widget to the portal area.

Once the Kanban widget is included in the Portal, it will be displayed, but you will need to configure it. Click the button located in the upper right corner of the widget to change the Kanban properties:

Kanban properties

At the top of the screen, enter the Title of the portal, set if its Control will be daily, weekly or monthly. In case of daily control, use the Period field to define the number of days that will compose the period of the control.

In the Components section, enable the components whose activities will be displayed in the Kanban in question.

▪When you enable the Asset, Maintenance and/or Calibration components, it will be necessary to define the Responsible team in charge of the activities.

▪When you enable the Workflow component, it will be necessary to define the processes, whose activities are displayed in Kanban.

▪When you enable the Incident and/or Problem components, it is necessary to define the incident/problem type that contains the activities that will be displayed in Kanban.

▪When you enable the SE Action plan, it will be necessary to define the category, whose actions will be displayed in Kanban.

▪When you enable the SE Project and/or Time Control components, it is necessary to define the project/task type that will be displayed in Kanban.

In the People section, select the users responsible for the activities that will be displayed on the portal.

▪Users: Define the users responsible for the activities that should be presented on the portal.

▪I wish to see the activities of all users in the panel: Check this option to display the activities (of the selected components) of all system users.

▪Show only the logged user activities: Check this option to show only the activities of the logged-on user (user who is viewing the portal).

In the Column configuration section, define whether the column containing the execution approval activities should be displayed in Kanban.

Click on the Save button to save the settings you have made. To change some properties of the Kanban, described above, click the button on the buttons bar located in the upper right corner of the widget screen.

After you save the configurations you have made, the Kanban portal will be displayed as shown below. The activities presented (B) vary according to the vision type selected in the menu (A), located in the upper right part of the portal. The activities can be grouped by Resource, Functional role, Activity, Component, and All.