⚙️ Administration of Deviation Management – General Settings
With the general settings in the “Deviation Management” tab, you can customize your team’s view. This allows you to display additional teams, set a default view (e.g., actions list), and define your own sorting logic for deviations and actions. This creates more clarity and supports efficient daily operations.
- How it works
- Tips & Best Practices
- FAQ
🛠️ How it works
With the general settings in the “Deviation Management” tab, you control how content in the “Deviations” and “Actions” tabs is displayed.
📌 1. Open navigation
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In the team board, go to the “Deviation Management” tab.
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Click the small arrow to the right of the tab name.
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Select “Settings.”
📸 Screenshot tip: Dropdown menu with “Settings” selected
📌 2. Configure general view
You can adjust the following parameters:
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Name of the view
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Freely selectable, e.g., “My Deviation Management.”
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Default view
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Choose whether the deviations list or the actions list is displayed first when opening.
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Display additional teams
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Search for specific teams and add their content to your view.
📸 Screenshot tip: Selection field with tags such as “Assembly,” “Production,” “Stuttgart”
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📌 3. Define sorting logic
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For the actions list:
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Rank 1: e.g., Priority
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Rank 2: e.g., Due date
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Rank 3: e.g., Status
📸 Screenshot tip: Dropdown with sorting options (Priority, Due date, Status)
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For the deviations list:
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Rank 1: e.g., Created on
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Rank 2: Duration
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Rank 3: Frequency
📸 Screenshot tip: “Created on” selected in sorting dropdown
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📌 🔄 Save changes
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Click “Save and Close” in the top right to apply the configuration.
ℹ️ Info
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Global settings require intervention by system administration.
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The settings always apply team-wide – individual views are not possible.
✨ Tips & Best Practices
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💡 Choose sorting by relevance, e.g., due date first, to keep track of deadlines.
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👥 Use the display of additional teams strategically to keep the view clear.
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📌 Assign clear and descriptive names to team views for easy identification.
❓ FAQ
Can I configure my personal view independently from the team?
→ No, views are always team-specific and apply to all team members.