Creating an Improvement Request

You create an improvement request when you want suggestions or solutions about a piece of equipment, its process, or maintenance.

Procedure

1. Open the Performance Improvement application.
2. To create an internal improvement request, choose New   Internal.

   The system displays the Improvement Request window.

3. To define a case, enter the following details in the New Improvement Request dialog box:
   1. Enter a request description
   2. Choose a reference object type (Model, Equipment, Location)
   3. Choose a reference object ID, based on reference object type chosen.
   4. Select an improvement category
   5. Choose a priority
   6. Select a reviewer to review your improvement request.
   7. Select a provider who can provide a resolution to your improvement request.
   8. Choose OK.
4. To add one or more items of equipment, choose Edit→ Affected Equipment and perform the following tasks:
   1. Choose Add
   2. Select one or more items of equipment
   3. Choose Assign
5. To add additional information to the case, choose Request  Description and provide the necessary description of the case in the Description text box.
6. To assign instructions to the case, choose Request  Instructions and perform the following tasks:
   1. Choose the Assign Instructions dropdown.
   2. Select one or more instructions from the Select Instructions popup.
   3. Choose Assign.
7. To add additional information to the case using documents, choose Request  Documents and perform the following tasks:
   1. Choose Add  Assign.
   2. Select the relevant document.
   3. Choose Assign.
8. Choose Save.
9. Choose Send for Review to submit the case to the reviewer.
   • Choose Submit to submit the request directly to the provider.