To search for improvement opportunities registered in the system, follow the steps below:


  1. In the top bar of the screen, click on Search.
  2. The system will redirect you to the search screen, where you can use one or more filters. To further optimize your search, try combining all available fields.
    1. Code: This field allows searching by the code registered for the improvement opportunity.
    2. Description: This field allows searching by the description of the improvement opportunity.
    3. Organizational unit: Select the company unit(s) for which you want to search for registered improvement opportunities.
    4. Process: Select the area/sector for which you want to search for improvement opportunities.
    5. Origin: This field allows selecting where the situation was detected, for example: internal environment or external environment.
    6. Responsible for registration: Select the person who registered the improvement opportunity in the system.
    7. Opportunity type: Selects from categories of opportunities (e.g., improvement, innovation, cost reduction, etc.).
    8. Analysis and evaluation result: Filters according to the result obtained after the opportunity analysis (e.g., implement, archive, consider).
    9. Opportunity status: Shows the current stage of the opportunity (e.g., in analysis, completed, canceled).
    10. Step: Indicates at which point in the treatment flow the opportunity is located.
    11. Effectiveness: Allows filtering by opportunities that have already had their effectiveness evaluated (effective, ineffective).
    12. Registration date: Field to insert a date range (initial and final) for the opportunity's registration period.

  3. The system will display the search results based on the applied filters.
  4. On the search screen, it is possible to sort the results. By clicking on the search header, the system will sort the results displayed on the screen in ascending or descending order. For example: If you click on the Description column, the system will sort the search based on the text in the field; if you click on the same column again, the system will reorder it. This sorting method can be performed by clicking on any of the titles displayed in the search header. 
  5. In the list of returned opportunities, click on the one you are interested in to view the details of the improvement opportunity. 
  6. It is also possible to customize the report by including or removing display items. 
    1. Click the Columns button.
    2. Select the information you would like to include in the report. To mark a field, simply select the option in the checkbox; to hide the column from the search screen, uncheck the ones you no longer wish to display.
       
    3. To return to the search screen, click Save or Cancel if you do not wish to make any changes to the columns.