Settings

• Add/Remove Moderator
• Adding and editing a category
• Adding a coordination route
• Restricting access to lessons learned categories
• Criteria
• App name
• Departments that can see messages in their live feed
• Access to archive
• Lesson commenting settings

Add/Remove Moderator

To add/remove a moderator open settings-moderators.

Click “+” to add a new moderator to the list. Click Save button.

To remove moderator click "Delete". Click the Save button.

 

Moderatos can perform the following actions:

• Delete, edit, archive any lessons;
• Carry out the app settings.

Adding and editing a category

To add a category open Settings - Categories.

To add a category enter category name and click Add.

To add subcategories select a category, enter the name of new subcategory in the Subcategories field and click Add.

To save changes click the Save button.

Adding a coordination route

You can add coordinators and approvers to any category.

Open Settings - Categories and click on the element "Approvers" 

For coordination coordinators are added to the list of coordinators with a plus sign on the right.

 

You can remove added approvers using the cross or change the sequence in the list of approvers (important for sequential approval routes).

When adding a lesson, if an employee selects the "Cat 2" category, he will be prompted to automatically add the employees selected here.

Coordination routes can be entered for both categories and subcategories. The last selected ones replace the previous ones. That is, if you selected a category and filled in the approvers, and then selected a subcategory and also selected the approvers, then the previous ones will be replaced by the new ones.

Restricting access to lessons learned categories

The moderator has the ability to restrict access to certain categories of lessons. Access is restricted through categories. When selecting employees or departments to whom a given category of lessons is available, the relevant employees will see these practices, while others will not have access to them. 

Accessibility can be edited using the lock symbol next to the category name. 

- accessibility for a certain circle of people has been activated

- category is available for everyone

To restrict access, select employees or departments using the plus sign to whom lessons from the desired category will be available.

You can exclude participants outside the dialog box in the "Accessibility" section by clicking on the cross after the employee's full name.

"Accessibility" can only be created for categories. If a subcategory is created for a category for which access restrictions are implemented, then access restrictions apply to it.

Criteria

In Settings - Criteria, the root causes of the incident are displayed. You can edit the preset ones (go to the cause, make changes and click on the handle), add new ones (enter the name and click on the plus sign), delete (go to the cause and click on the minus sign).

Similarly, you can edit, delete or add new criteria in the field "What impact did this situation have on the organization".

App name

The app name is the title that appears above the list of lessons.

You can change the app name by going to Settings - Other.

Departments that can see messages in their live feed

In Settings - Other you can select the departments for which messages are placed in the live feed.

Access to archive

In Settings - Other you can determine who should have access to the lesson archive - only moderators or all users.

Lesson commenting settings

The application allows you to set up two modes of commenting on lessons by all employees.:

• At the time of sending the lesson for approval;
• At the time of lesson approval.

When making changes, do not forget to click "Save", otherwise the changes made will not be saved.