Kaizen > Add > Team Tab

Things you can do on this screen ....

  • Add team members to your Kaizen

  • Set up open learner registration seats

  • Add a Team Photo

  • Send Kaizen notifications to team members

  • Generate certificates for Kaizen team members

  • Remove team members from the Kaizen

 

Watch a Video Quick tips on the user dropdown Watch a Video Video Help for Open Registration Seats Watch a Video Video Help Sending Kaizen Invitations Watch a Video Video Help for Certificates  More About Kaizen Specific Alerts   What is a Kaizen?

 

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Adding Team Members

 

Select names from the drop down to add to the Kaizen Team

 

Choose the appropriate role and click Add

 

Watch a Video Quick tips on the user dropdown

 

This is a customizable field Did you know that Kaizen roles are also configurable?

This is a customizable field

About Certified Team Members

 

If your organization is using the Optimizer Kaizen Tool Certification functionality, you can search for team members certified in the tool type of this Kaizen

 

Setting up Open Registration Seats

 

Enter the number of open seats you wish to have available. This can be changed at any time.

 

Be sure you have an Administrator designated for your event. This person will receive the registration emails.

 

Watch a Video Video Help for Open Registration Seats

 

Additional details regarding the Registration Functionality

 

Adding a Team Photo

 

You can upload a team photo to be included on the Kaizen Charter/Summary screen as well as part of the Powerpoint output

 

Send Kaizen Invitations to Team Members

 

You can choose to send the email at any time, to the users you choose.

 

You can also resend the email at any time to additional or the same users.

 

Watch a Video Video Help Sending Kaizen Invitations

 

More details about Kaizen invitations

This is a customizable field

Generate certificates for Kaizen team members

 

A PowerPoint file will be generated with a certificate for each individual on the Kaizen.

 

Watch a Video Video Help for Certificates

 

More details about Certificates

 

Removing Team Members

 

Team members can be removed from a Kaizen by clicking on the X next to their name.

 

Only adminstrators or others with appropriate rights can remove a team member

 

Removing a team member will trigger an alert letting them know they are no longer required for this Kaizen

 

More About Kaizen Specific Alerts

 

 

 

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