Assign the owner, team members, approvers, and External Users to the Problem Solving process

After creating a Problem Solving process, you must assign the users who are designated as Owner, Approver, and optionally, a Supplier and other team members. You can also assign roles to the other Problem Solving process team members, and specify the team member roles in resolving the Problem Solving process.

The Owner updates the Problem Solving process at each stage and submits the Problem Solving process for approval depending on the workflow used by your organization. For example, the Owner adds the containment actions and submits the Problem Solving process for approval.

The Approver reviews the work of the Owner and provides feedback if further changes are required. If no changes are required, the Approver approves the work at that stage of the Problem Solving process resolution. The Problem Solving process is then reassigned to the Owner to continue work on it. For example, the Approver reviews the containment actions entered by the Owner and then approves the Problem Solving process. The Problem Solving process is reassigned to the Owner to work on the next stage: adding the root cause analysis of the Problem Solving process.

If your company has signed a partner contract with one of your vendors, then you can assign the partner representatives of the vendor to work on the Problem Solving process as External Users.

Some additional roles could be as follows:

• Team Leader: Leads the team by assigning tasks, tracking the progress, and ensuring that the team meets the proposed due dates of resolving the Problem Solving process.

• Champion: Interacts with the customers, is a point of contact for the customer, and approves and rejects a Problem Solving process.

• Supplier: Works on resolving the assigned Problem Solving process.

Procedure

1. From Launcher, click Changes .

If this option is unavailable, search for it. You can pin it from the search results for future access.

2. From the CHANGES folder, select and open the Problem Solving process that you want to edit.

3. Click the Team tab.

4. To add team members, do the following:

In the Establish the Team section, click Add .

If you have copied a user to the clipboard, you can paste the same user in this section.

In the Add panel, search for and select the team members, and click Add.

To specify the role of the team member in resolving the Problem Solving process, in the Problem Solving Role column, type the role of the team member.

In the Visible In Report column, click inside the column, and select the displayed check box to display the user or clear the check box to hide the user in the report.

To remove a team member, select the team member, and click Remove Participant .

5. To add an Owner, do the following:

In the Team Leader (Owner) section, click Add .

If you have copied a user to the clipboard, you can paste the same user in this section.

In the Add panel, search for and select the user to be assigned as the Owner, and click Add.

If the team leader changes, you can replace the existing team leader: The Problem Solving process must always have a team leader assigned to it.

Select the existing team leader in the Team Leader (Owner) section, and click Replace .

In the Replace panel, search for and select the required user, and click Add.

To remove the team leader, select the team leader, and click Remove Participant .

6. To add an Approver, do the following:

In the Champion (Approver) section, click Add .

If you have copied a user to the clipboard, you can paste the same user in this section.

In the Add panel, search for and select the user to be assigned as the Approver in the Users tab and click Add.

To remove an approver, select the required approvers, and click Remove Participant .

7. To add a Supplier, do the following:

(Optional) In the Supplier section, click Add .

If you have copied a user to the clipboard, you can paste the same user in this section.

In the Add panel, search for and select the user to be assigned as the Supplier in the Users tab and click Add.

To remove a supplier, select the required suppliers, and click Remove Participant .

8. To add an External User, do the following:

In the External User section, click Add .

If you have copied a user to the clipboard, you can paste the same user in this section.

In the Add panel, search for and select the users to be assigned as the External Users in the Users tab and click Add.

To remove External Users, select them, and click Remove Participant .