TeamGuru视频教程
本文由英文机器翻译。 当前显示英文原文。
Short video guides to TeamGuru, module by module. Guide opens the written steps.
Strategy Deployment module
X-Matrix & Metric StatusSee the live status of each KPI right in your X-Matrix.
Action Lists module
Action List / A3 ProjectSet up an action list to run a project or an A3.
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My/All Actions FilterFind your own or a colleague’s actions across all documents.
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Main Project with All SubprojectsGather subprojects under one main project automatically, by type and location.
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How to Create an Action Directly in a Metric DashboardCreate an action for a KPI straight from its metric dashboard.
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Action List, Checklist & Corrective Actions TemplateStart faster with templates for action lists, checklists and corrective actions.
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Metric Dashboards module
How to Create a Metric DashboardBuild a color-coded dashboard to track KPIs daily, weekly or monthly.
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How to Create a New MetricDefine a metric (KPI) and start tracking it in your dashboards.
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Metric Dashboard - Automatic NotificationsRemind people automatically when their dashboard data is due.
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Summary MetricsRoll up the values of several sites or teams into one metric.
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Projects Summary MetricsSummarize metric data across all projects of one project type.
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Dashboard TemplateReuse one standard KPI dashboard across all your sites.
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Metric Dashboard StatisticsSee your dashboard’s statistics in a chart you can adjust.
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Prior Year ValuesCompare this year’s values with the same period last year.
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Metric Dashboard - Comments in a RowSee all actions and comments in a row next to your dashboard.
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Metric Data EntryEnter data in the Data view or the Spreadsheet view.
Guide →- View Actions in a Metric Dashboard
Open the actions behind each KPI without leaving the dashboard.
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Data Mass ImportImport metric data in bulk from your ERP or other systems.
Guide →- 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 KPIsSet up automatic unit conversion for KPIs reported in different units.
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Metric’s Definition & Related DocumentsShow each metric’s definition and documents wherever the metric appears.
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Root Cause & Actions module
Root Cause & Corrective ActionsAnalyze a problem’s root causes and link the RCCA to its metric.
Guide →- Action List, Checklist & Corrective Actions Template
Start faster with templates for action lists, checklists and corrective actions.
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Standardized Meetings module
Standardized MeetingSet 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.
Reports – Part II (Metric Widgets)Add metric widgets to the slides of your report.
Reports – Part III (Projects and Other Widgets)Add project and other widgets to the slides of your report.
Reports Charts / Org. Units ManagementChoose the org. unit behind each chart in your report.
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Leadership Standardized Work module
Leadership Standardized WorkPlan and track the regular activities of leaders at every level.
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Problem Escalation module
Problem EscalationEscalate a problem to the right people fast, with instant notifications.
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Quality Alerts module
Quality AlertsKeep everyone informed about a quality issue until it is resolved.
Stock Hold ActionsManage stock hold actions in Quality Alerts and track their completion.
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8D Reports module
8D ReportsRun an 8D report from the root cause to corrective actions.
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Documents module
DocumentsKeep procedures and work instructions in one place, with their versions.
Work Instructions DocumentCreate a work instruction document in the Documents module.
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Multi-Level Documents Approval ProcessSend a document through several levels of approval.
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Skill Matrix module
Skill MatrixTrack your team’s skill levels and development plans in one place.
Skill Matrix – Job RolesBuild your skill matrix from job roles and their required levels.
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Partners module
External Partners & Shared DocumentsShare documents with customers and suppliers and work on them together.
Shared 8D ReportsWork on an 8D report together with your customer or supplier.
External Partners & Metrics Data EntryLet suppliers enter their metric data straight into your dashboards.
Safety Alerts module
Safety AlertsRecord and handle actual and potential safety incidents.
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Checklists module
ChecklistsDefine the standard items a process needs completed or approved.
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Kaizen module
Other topics
2-Step Verification Login (MFA)Sign in to TeamGuru with 2-Step Verification.
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Document LabelsLabel related documents and find them all with one search.
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To-Do ListKeep personal notes and to-dos next to your actions.
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TeamGuru Timer / 5 Second RuleKeep meetings on time with the timer built into TeamGuru.
按模块分类的TeamGuru简短视频指南。点击“指南”可查看文字操作步骤。
战略部署模块
- X-Matrix与指标状态
直接在X-Matrix中查看每个KPI的实时状态。
行动清单模块
- 行动清单/A3项目
设置行动清单，用于管理项目或A3。
指南 → - 我的/所有行动筛选
在所有文档中查找您自己或同事的行动。
指南 → - 包含所有子项目的主项目
按类型和位置将子项目自动归入一个主项目。
指南 → - 如何直接在指标仪表板中创建行动
直接在指标仪表板中为KPI创建行动。
指南 → - 行动清单、清单和纠正措施模板
使用行动清单、清单和纠正措施模板，更快上手。
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指标仪表板模块
- 如何创建指标仪表板
创建颜色标识的仪表板，按日、周或月跟踪KPI。
指南 → - 如何创建指标
定义指标（KPI），并开始在仪表板中跟踪。
指南 → - 指标仪表板：自动通知
在仪表板数据到期时自动提醒相关人员。
指南 → - 汇总指标
将多个工厂或团队的数值汇总为一个指标。
指南 → - 项目汇总指标
汇总同一项目类型下所有项目的指标数据。
指南 → - 仪表板模板
在所有工厂中复用同一个标准KPI仪表板。
指南 → - 指标仪表板统计
以可调整的图表查看仪表板统计数据。
指南 → - 上年值
将今年的数值与去年同期进行对比。
指南 → - 指标仪表板：按行显示评论
在仪表板旁按行查看所有行动和评论。
指南 → - 指标数据录入
在数据视图或电子表格视图中录入数据。
指南 → - 在指标仪表板中查看行动
无需离开仪表板，即可打开每个KPI背后的行动。
指南 → - 数据批量导入
从ERP或其他系统批量导入指标数据。
指南 → - 如何直接在指标仪表板中创建行动
直接在指标仪表板中为KPI创建行动。
指南 → - 为KPI启用单位换算
为以不同单位报告的KPI设置自动单位换算。
指南 → - 指标定义和相关文档
在指标出现的任何位置显示其定义和相关文档。
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根本原因和措施模块
- 根本原因和纠正措施
分析问题的根本原因，并将RCCA与相应指标关联。
指南 → - 行动清单、清单和纠正措施模板
使用行动清单、清单和纠正措施模板，更快上手。
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标准化会议模块
报告模块
- 报告：第一部分（新建报告）
创建报告，完成主要设置并添加通用小部件。
- 报告：第二部分（指标小部件）
在报告幻灯片中添加指标小部件。
- 报告：第三部分（项目及其他小部件）
在报告幻灯片中添加项目及其他小部件。
- 报告图表/组织单元管理
为报告中的每个图表选择对应的组织单元。
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领导标准工作模块
问题升级模块
质量警报模块
8D报告模块
文档模块
技能矩阵模块
合作伙伴模块
- 外部合作伙伴与共享文档
与客户和供应商共享文档并协同处理。
- 共享8D报告
与客户或供应商共同处理8D报告。
- 外部合作伙伴与指标数据录入
让供应商直接在您的仪表板中录入指标数据。
安全警报模块
清单模块
改善模块
其他主题
- 两步验证登录（MFA）
使用两步验证登录TeamGuru。
指南 → - 文档标签
为相关文档添加标签，一次搜索即可全部找到。
指南 → - 待办清单
在行动旁记录个人笔记和待办事项。
指南 → - TeamGuru计时器/5秒规则
使用TeamGuru内置的计时器，确保会议准时进行。
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