TeamGuru Video Tutorials

Short video guides to TeamGuru, module by module. Guide opens the written steps.

• Strategy Deployment module

  • 
    X-Matrix & Metric Status

    See the live status of each KPI right in your X-Matrix.

• Action Lists module

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    Action List / A3 Project

    Set up an action list to run a project or an A3.

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  • 
    My/All Actions Filter

    Find your own or a colleague’s actions across all documents.

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  • 
    Main Project with All Subprojects

    Gather subprojects under one main project automatically, by type and location.

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  • 
    How to Create an Action Directly in a Metric Dashboard

    Create an action for a KPI straight from its metric dashboard.

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  • 
    Action List, Checklist & Corrective Actions Template

    Start faster with templates for action lists, checklists and corrective actions.

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• Metric Dashboards module

  • 
    How to Create a Metric Dashboard

    Build a color-coded dashboard to track KPIs daily, weekly or monthly.

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  • 
    How to Create a New Metric

    Define a metric (KPI) and start tracking it in your dashboards.

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  • 
    Metric Dashboard - Automatic Notifications

    Remind people automatically when their dashboard data is due.

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  • 
    Summary Metrics

    Roll up the values of several sites or teams into one metric.

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  • 
    Projects Summary Metrics

    Summarize metric data across all projects of one project type.

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  • 
    Dashboard Template

    Reuse one standard KPI dashboard across all your sites.

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  • 
    Metric Dashboard Statistics

    See your dashboard’s statistics in a chart you can adjust.

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  • 
    Prior Year Values

    Compare this year’s values with the same period last year.

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  • 
    Metric Dashboard - Comments in a Row

    See all actions and comments in a row next to your dashboard.

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  • 
    Metric Data Entry

    Enter data in the Data view or the Spreadsheet view.

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  • 
    View Actions in a Metric Dashboard

    Open the actions behind each KPI without leaving the dashboard.

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  • 
    Data Mass Import

    Import metric data in bulk from your ERP or other systems.

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  • 
    How to Create an Action Directly in a Metric Dashboard

    Create an action for a KPI straight from its metric dashboard.

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  • 
    Enable Unit Conversion for Your KPIs

    Set up automatic unit conversion for KPIs reported in different units.

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  • 
    Metric’s Definition & Related Documents

    Show each metric’s definition and documents wherever the metric appears.

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• Root Cause & Actions module

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    Root Cause & Corrective Actions

    Analyze a problem’s root causes and link the RCCA to its metric.

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    Action List, Checklist & Corrective Actions Template

    Start faster with templates for action lists, checklists and corrective actions.

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• Standardized Meetings module

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    Standardized Meeting

    Set up a recurring meeting with its leader, agenda and attendees.

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• Reports module

  • 
    Reports – Part I (New Report)

    Create a report with its main settings and general widgets.

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    Reports – Part II (Metric Widgets)

    Add metric widgets to the slides of your report.

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    Reports – Part III (Projects and Other Widgets)

    Add project and other widgets to the slides of your report.

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    Reports Charts / Org. Units Management

    Choose the org. unit behind each chart in your report.

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• Leadership Standardized Work module

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    Leadership Standardized Work

    Plan and track the regular activities of leaders at every level.

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• Problem Escalation module

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    Problem Escalation

    Escalate a problem to the right people fast, with instant notifications.

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• Quality Alerts module

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    Quality Alerts

    Keep everyone informed about a quality issue until it is resolved.

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    Stock Hold Actions

    Manage stock hold actions in Quality Alerts and track their completion.

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• 8D Reports module

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    8D Reports

    Run an 8D report from the root cause to corrective actions.

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• Documents module

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    Documents

    Keep procedures and work instructions in one place, with their versions.

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    Work Instructions Document

    Create a work instruction document in the Documents module.

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  • 
    Multi-Level Documents Approval Process

    Send a document through several levels of approval.

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• Skill Matrix module

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    Skill Matrix

    Track your team’s skill levels and development plans in one place.

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    Skill Matrix – Job Roles

    Build your skill matrix from job roles and their required levels.

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• Partners module

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    External Partners & Shared Documents

    Share documents with customers and suppliers and work on them together.

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    Shared 8D Reports

    Work on an 8D report together with your customer or supplier.

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    External Partners & Metrics Data Entry

    Let suppliers enter their metric data straight into your dashboards.

• Safety Alerts module

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    Safety Alerts

    Record and handle actual and potential safety incidents.

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• Checklists module

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    Checklists

    Define the standard items a process needs completed or approved.

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• Kaizen module

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    Kaizen

    Record an improvement idea and track its progress.

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• Other topics

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    2-Step Verification Login (MFA)

    Sign in to TeamGuru with 2-Step Verification.

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  • 
    Document Labels

    Label related documents and find them all with one search.

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  • 
    To-Do List

    Keep personal notes and to-dos next to your actions.

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  • 
    TeamGuru Timer / 5 Second Rule

    Keep meetings on time with the timer built into TeamGuru.