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đź“ť Working with the Deviation and Action List

This article explains how to systematically record deviations in ValueStreamer, assign actions (PDCA), and document the problem-solving process using the A3 Report. You will also learn how to keep an overview using filters and charts.

🔍 Content

  • Create a new deviation
  • Assign actions (PDCA)
  • Create an A3 Report
  • Customize the "Deviation Management" tab
  • Tips & Best Practices
  • FAQ

ℹ️ Important Note:
The deviation and action lists are fixed components of the system and are always located under the "Deviation Management" tab.

They cannot be removed, hidden, or structurally modified.

The configuration of these lists is entirely system-controlled – they are automatically available to every team.

đź“Ś Create a New Deviation

  1. Navigate to the desired team and open the Deviations tab.

  2. Click the “+” icon in the upper-right corner to create a new deviation.
    📸 Screenshot: Deviation list with “+” icon

  3. Fill in the required fields such as title, description, and category.

  4. Save the entry.

🛠️ Assign Actions (PDCA)

  1. Open the desired deviation (focus mode).

  2. Switch to the Actions tab.
    📸 Screenshot: “Actions” tab

  3. Click the “+” icon to create a new action.

  4. Enter the details (title, progress, responsible person).

  5. Save the action.

đź“„ Create an A3 Report

  1. Open the desired deviation.

  2. Switch to the A3 Report tab.

  3. Fill in the sections according to the PDCA phases:

    • Plan: Problem description, current/target state, root cause analysis

    • Do: Plan and implement measures

    • Check: Verify results

    • Act: Standardize measures, define further steps

  4. Save the A3 Report.

🧩 Customize the "Deviation Management" Tab
Only team administrators can configure the view.

You can define default views such as the action list, deviation list, or Pareto charts.
📸 Screenshot: View configuration

✨ Tips & Best Practices

  • âś… Status Management: Use the “Closed” status as a clear completion signal.

  • âś… Use Filters: Organize your lists with filters such as “Active,” “Overdue,” “Closed,” “No Action.”

  • âś… Check Links: Monitor the “Linked to” column – a red Pareto symbol indicates that no action has been assigned yet.

âť“ FAQ

Can I hide the deviation or action list?
→ No, these lists are permanently integrated into the system and cannot be hidden.

What is the difference between an error and a problem?
→ Error: The solution is already known.
→ Problem: The solution is unknown and must be developed, e.g., using the A3 methodology.

What data can I see in the Pareto chart?
→ You can toggle between frequency and duration. The most important categories are highlighted in color.