🔍 Content
-
How it works
-
What can be configured
-
Tips & Best Practices
-
FAQ
🛠️ How it works
-
Open settings in the “Deviation Management” tab
-
Click the small arrow next to the Deviation Management tab name and select Settings from the dropdown menu.
-
📸 Screenshot: Opening the settings menu
-
Set general view options
-
In the General tab, you can define how the tab loads by default and which teams are considered.
Choose the default view when clicking the tab:
-
📄 Deviation List
-
✅ Action List
-
📊 Pareto Chart (Frequency)
-
⏳ Pareto Chart (Duration)
➕ Select additional teams whose entries should be displayed. Teams must be within the cascade branch (e.g., child teams, grandchild teams, parent team, grandparent team, etc.).
-
Adjust the sorting of the action list and deviation list in 3 priority levels.
-
📸 Screenshot: General settings
-
Manage deviation categories
-
In the Deviation Categories tab, you can select which categories are available in your team. These categories come from System Administration and are managed tenant-wide.
-
Check the boxes for the categories relevant to your team (e.g., ✅ Process, ✅ Material, ✅ Human).
-
These will later appear in the dropdown when a user creates a deviation.
-
📸 Screenshot: Deviation category selection
⚙️ What can be configured?
| Area | Options |
|---|---|
| Default display | Choose the start view when clicking the tab |
| General | Include additional teams, set default display |
| Action list | Sort by priority, due date, status |
| Deviation list | Sort by date, duration, frequency |
| Deviation categories | Select from global category list in System Administration |
🔹 Only Team Administrators have access to the tab settings.
📊 Selected categories apply per team. Changes to global categories are only possible in System Administration.
🔄 Changes take immediate effect in the tab display.
✨ Tips & Best Practices
💡 Focus sorting: Place high-priority actions at the top for clarity.
✅ Use categories selectively: Only enable relevant deviation categories to keep the dropdown concise for users.
🔍 Include other teams only when needed: This feature is useful for teams without their own regular communication. Avoid too much external data—the focus should be on active escalation and cascading.
❓ FAQ
Can I create my own deviation categories?
→ No, only in System Administration. As a Team Administrator, you can select from the global list.
Can other teams see my configuration?
→ No, settings are only visible to the Team Administrators of that team.
When should I use Pareto charts?
→ When you want an overview of the frequency or duration of deviations.