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⚠️ Creating and Editing Deviations

In this article you will learn how to create deviations in ValueStreamer, link them to the matching object, edit them, and assign actions to them. It is aimed at all team members who respond to deviations systematically.

 🔍 Contents
  • Creating a new deviation
  • Entering title, category, and description
  • Source: assigning a deviation to an object
  • Finding a deviation again
  • Editing a deviation
  • Assigning actions
  • Tips & Best Practices
  • FAQ

Creating a new deviation

Click ➕ Create deviation. You will find the button in the following places:

  • directly on a KPI
  • on a task in the task board
  • on a process activity in the process board
  • on the home page
  • in the team's deviation list

The form for the new deviation opens.

Entering title, category, and description

  1. Enter a short, unambiguous title.
  2. Select a category. ✨ Tip: Use the categories consistently within the team. They are the basis for the evaluation in the Pareto chart by frequency or duration.
  3. In the Description field, describe what happened – factually and in a way that colleagues who were not there can follow.

Source: assigning a deviation to an object

Below the description is the Source section with the fields Team, Object type, and Object element. Here you define what the deviation is attached to: a KPI, a list entry, a task, or a process board.

  1. If you create the deviation from a KPI, task, or process activity, the object type and object element are already pre-filled. Check the entries.
  2. If you create the deviation on the home page or in the deviation list, select the object type and object element yourself – or leave the object type set to None if the deviation is to be assigned to the team only.
    📸 Screenshot: "Source" section with the three selection fields

    ℹ️ Note: As soon as an object type is selected, the object element is a mandatory field. The link can also be changed later at any time.
    ℹ️ Note: The Source section is available as of version 26.2.1 and replaces the previous Source field under the additional information.
  3. Add the additional information if required and click Save.

Finding a deviation again

You can reach a saved deviation via:

  • the deviation list in the team's deviation management
  • the linked element, for example the deviation list of the KPI or the task
  • your home page, provided the deviation is assigned to you

✨ Tip: In the deviation list, use the quick filters Active, Without action, and Closed to get to the relevant entries quickly.

ℹ️ Note: If you steer a project via a process board, you can also display the deviations from linked sub-processes and tasks in a process card. 

Editing a deviation

  1. Click on the deviation to open it in focus or edit mode.
  2. Adjust the title, category, description, source, or additional information.
  3. Click Save.

⚠️ Attention: The jump link next to the object element opens the linked element and closes the deviation in the process. Save your changes before clicking it.

Assigning actions

  1. Open the deviation and switch to the Actions tab.
  2. Create a new action or link an existing one.
  3. Enter a title, the person responsible, and a due date.

ℹ️ Note: You can merge several thematically related deviations into one parent deviation. 

✨ Tips & Best Practices
  • Clear titles: Word the title so that the deviation is understandable in the list without opening it, e.g. "Machine 3: 45 min downtime, tool breakage".
  • Use categories consistently: Only consistent categories deliver reliable results in the Pareto chart.
  • Maintain the source: A linked deviation appears in the deviation management of the KPI or task and can be assessed there in context.
  • Deviation plus immediate action: For known errors, the combination of a deviation and a direct corrective action is the fastest route. For unclear causes, the A3 report is recommended.
❓ FAQ

When is there a deviation? Whenever a KPI, a task, or a project deviates from the target state.

What is the difference between an error and a problem? With an error, the solution is known – a direct action is sufficient. With a problem, the cause and the solution are unclear – here an A3 analysis is recommended.

Where do I see all open deviations of my team? In the team's deviation management in the deviation list, filtered by Active.

Can I assign a deviation to a different KPI or task later? Yes. In edit mode, change the object type and the object element in the Source section. Details and exceptions can be found in the article 🔗 Linking a deviation to a KPI, task, list, or process.

Who is allowed to create and edit deviations? Team members with write permissions in the respective team. Members with read permissions can see deviations but cannot change them.