As you complete your analysis and figure out the "best way" for products or
services to flow through your system and for staff to perform the various
activities, you will want to create standard work.
Catena has the ability to track standard work flows and activities as well as
generate standard work sheets that can be distributed to staff.
Standard Work Process Flows
To identify a Process Flow as standard, perform the following steps:
1. From the Analysis tab of the Project Panel, click the "Process Analysis"
button.
2. Select the process analysis you wish to make "standard".
3. Click the Standard Process Flow check box.
4. Optionally, enter the name of the person approving the standard process flow
and the date.
5. Optionally, enter the name of the person who last reviewed the standard
process flow and the date of the last review. (This can be used to track how
long it has been since the last time the standard process flow has been
examined to make sure it is still up-to-date.)
6. Click the "Update Process" button.
To filter the process list to show only only Standard Process Flows, click the
check box labeled "Display Standard Flow Items Only" on right side of screen.
Standard Work Activities
To identify an Activity as standard, perform the following steps:
1. From the Analysis tab of the Project Panel, click the "Activity Analysis" button.
2. Select the activity analysis you wish to make "standard".
Click the Standard Work Activity check box.
3. Optionally, enter the name of the person approving the standard work activity
and the date.
4. Optionally, enter the name of the person who last reviewed the standard work
activity and the date of the last review. (This can be used to track how long it
has been since the last time the standard work activity has been examined to
make sure it is still up-to-date.)
5. Click the "Update Analysis" button.
To filter the activity list to
show only "Standard Work Activities", click
the check box labeled "Display Standard Activity Items Only" on right side
of screen.
Standard Work Sheets
To generate a Standard Work Sheet for an activity, perform the following steps:
1. From the Analysis tab of the main Project Panel window, click the "Steps
Report" button under the Activity Analysis section.
2. Select the desired activity, click the "Standard Work Sheet" radio button, and
then OK.
3. In the dialog box, enter the name you wish to give the file, select a location
and click Save (by default, the sheet is given the same name as the analysis
and saved to the project data folder's \toolkit\standardwork folder).
4. After Standard Work Sheet is generated, it will open in Excel:
To filter the process list to show only only Standard Process Flows, click the
check box labeled "Display Standard Flow Items Only" on right side of screen.
To filter the activity list to
show only "Standard Work Activities", click
the check box labeled "Display Standard Activity Items Only" on right side
of screen.
