QCD Add-on

15. Appendices

15.1. Glossary

QCD: Generic name for the Lean performance management and continuous improvement methodologies supported by this add-on

Letter: The main element of this add-on. The letter contains all the data

Box: Data with the highest level of detail. Boxes contain the values ​​of indicators as well as actions

Action: Object that can be shared vertically or horizontally via escalation

History frequency: Time window of elements on a given board

Ritual frequency: Number of times the QCD ritual is performed in given time window. With the time window, it determines the number of boxes of a ring within a letter

Colour code A rule to determine box colours in a letter . A rule consists in a calculation method, 1 or 2 thresholds and a formula

Colour code formula: Allows you to define colour codes according to a threshold

Indicators: Elements that will be given a value at a ritual frequency. These values will be tracked over time

Rings: Sets the number of rings between 1 and 3

Long-Term Graph: A graph that aggregates indicator and their corresponding threshold values to show them accross multiple time windows (=combination of multiple short term time windows)

Short Term Graph: A graph that shows indicator and their threshold data for a given time window

Level type: Data used to manage action escalation

15.2. Rights and Permissions Summary

Element type	iObeya Admin Settings	Functional impacts
Read only		Only reading rights, no settings possible No change of time window No right to see other time windows No CRUD on actions No right to see escalated actions No escalation notification
Right to edit the board		Allows to set items with the following restrictions: No CRUD on indicators Only editable box labels within rings instead of days off No letter deletion No action deletion How to change a time window to view historical data
Admin right on the room		No restrictions

15.3. Frequency Compatibility Matrix

15.3.1. Annual historization

The annual historization is compatible with the following ritual frequencies:

1 - annual

2 - half-yearly

3 - quarterly

4 - monthly

5 - weekly

15.3.2. Half-yearly historization

The half-yearly historization is compatible with the following ritual frequencies:

1 - half-yearly

2 - quarterly

3 - monthly

4 - weekly

15.3.3. Quarterly historization

The quarterly historization is compatible with the following ritual frequencies:

1 - quarterly

2 - monthly

3 - weekly

15.3.4. Monthly historization

The monthly historization is compatible with the following ritual frequencies:

1 - monthly

2 - weekly

3 - daily

15.3.5. Weekly historization

The weekly historization is compatible with the following ritual frequencies:

1 - weekly

2 - daily

15.3.6. Daily historization

The daily historization is compatible with the daily ritual frequency.

15.4. Examples of how to combine long-term with and threshold aggregation

15.4.1. With the graph tool

• i2 is an indicator in 3 rings divided in semesters:

  • The thresholds on these rings are 12, 11 and 10.

  

• Values ​​are entered for years 2018 and 2019:

Example of visualization of year 2019 on the long-term graph:

Aggregation rule for one indicator or threshold for every short time window within a long term time window (also called “calculation method”)	Aggregation rule for several indicators or thresholds (also called “aggregation”)	Visualisation	Explanations
Sum	None		Thresholds are multiplied by the number of boxes with a value (2) -> 12*2= 24, 11*2= 22 & 10*2= 20 Values are added (= values of the total column) -> 9, 7 & 5
Sum	Sum		Values ​​of the summed thresholds are added too -> 24+22+20= 66 Summed values ​​are then added -> 9+7+5= 21
Sum	Max		The maximum value of thresholds is displayed -> MAX(12,11,10)= 12 The maximum of summed values ​​is displayed -> MAX(9,7,5)= 9

Long-term calculation method	Aggregation rule for several indicators or thresholds (also called “aggregation”)	Visualisation	Explanations
Average	None		In this example thresholds do not change over time, therefore their displayed values are -> 12, 11 & 10 Average values ​​of indicators are displayed -> 4.5, 3.5 & 2.5
Average	Max		The maximum average of thresholds is displayed -> MAX(12,11,10)= 12 The maximum average of indicator values is displayed -> MAX(4.5,3.5,2.5)= 4.5
Average	Average		-> MOY(12,11,10)= 11 -> MOY(4.5,3.5,2.5)= 3.5

15.4.2. With the table tool

2 rings, one with colour codes through thresholds, the other with manual ones.

2 indicators on each ring:

• ‘Indic’ with threshold of 1
• “Indic2” with a threshold of 2

Example of a long-term table (over 2 months: April and May), with a sum as a calculation method. In the table below you will find various combinations as a result of aggregation rules:

Same, with an average long-term calculation method:

Let’s add a 3rd ring in global valuation (threshold of 0).

Its boxes will have values in May.

Let’s use the table tool in a long-term mode, to track this indicator values as well as “indic2” from the previous example.

Example of summary generated by the table tool:

15.5. Data importing

Note

• The following procedures are unofficial and informative. Please, carefully respect the various steps and constants described. Any consequences due to any non-compliant handling will not be considered our responsibility
• It is strongly recommended to the user performing these import procedures to validate the file on a test platform / room / board. iObeya won’t be able to handle any format errors or functional inconsistencies that may be found in such test environment. In addition to this, after a data import no roll back will be possible

To import data in a letter, you have to:

1. Select the letter on the board
2. Click on ‘Export selection’ in the utility
3. To make sure you do not touch anything else, in the .csv file, keep row 1 and the one whose value in the entityType column equals “QCDLetter”
4. -> Edit the file
5. Save the file with the exact original format of iObeya (including encoding, separators …)
6. Once you changed the .csv file content, you can import it with the utility

15.5.1. Actions

Note

• By default, the actions are linked to the outer ring
• We recommend to create actions in the current time window. This time window ID can be retrieved by exporting a letter with the value of its props.currentHistoricalCuid property

Column name	Example value	Comment
class	class com.iobeya.entity.FlexibleBoardElementChild	Set element type, it is mandotry to be this value
element	<com.iobeya.entity.Note;B611F896-EC9D-4030-BD68-F170FB96FE53>	Determines to which BoardElement the action relates to. So in the example, B611F896-EC9D-4030-BD68-F170FB96FE53 is the unique ID of the letter to which the action will be associated.
entityType	QCDLetterAction	Sets entity type, it is mandotry to be this value
props.author	ad min	Author’s name
props.authorUsername	ad min	Author’s username
props.cause	The cause	Text of the cause
props.creationDate	1524572630788	Action creation date in milliseconds
props.criticality	2	Criticality value (0 none, 1 trivial, 2 minor, 3 major, 4 critical, 5 blocking)
props.dueDate	1524088800000	Due date in milliseconds
props.historicalCuid	5bfede29-af76-4e5b-adb6-a1026f84d1a3	Unique Id of the history to which the action is attached
props.isInnerCircle	false	Determines whether the action is in the inner ring (can only be true if isMiddleCircle is false)
props.isMiddleCircle	false	Determines whether the action is in the “central” ring (can only be true if isInnerCircle is false)
props.letter	C	Letter of the letter…
props.owner	Owner	Owner’s name
props.ownerUsername	Owner	Owner’s username
props.priority	2	Priority value (0 or empty, 1, 2, 3)
props.problem	problem	Problem description
props.solution	solution	Solution description
props.status	3	Action status (1, 2, 3, 4)
props.wedgeNumber	4	The box number the action is linked to in a given defined ring. This number must not be greater than the number of occurrences of the array represented by the wedgesLabel property of the letter.

15.5.2. Letter - move from 1 to 2 or 3 rings

Warning

When importing a letter, the actions and action cards attached to this letter are deleted.

Action cards that are not attached to the letter are kept.

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Column name	Example value	Comment
props.ritualFrequencyMiddleCircle	2	Enter the numerical value of the desired ritual frequency (see values ​​below)
props.wedgesLabelMiddleCircle	[“1”, “2”, “3”, “4”, “5”, “6”, “7”, “8”, “9”, “10”, “11”, “12”, “13”, “14”, “15”, “16”, “17”, “18”, “19”, “20”, “21”, “22”, “23”, “24”, “25”, “26”, “27”, “28”, “29”, “30”, “31”]	Enter the labels of the boxes as a table (see values ​​below)

Note

If it is necessary to add a third ring, do the same as in points 4 and 5 replacing in the names of properties “Middle” by “Inner”

Values:

• Semestrial Ritual:

  • ritualFrequency : 2
  • wedgesLabel : [“1”, “2”, “3”, “4”, “5”, “6”, “7”, “8”, “9”, “10”, “11”, “12”, “11”, “14”, “15”, “16”, “17”, “18”, “19”, “20”, “21”, “22”, “23”, “24”, “25”, “26”, “27”, “28”, “29”, “30”, “31”]

• Quarterly Ritual:

  • ritualFrequency : 4
  • wedgesLabel : [“1”, “2”, “3”, “4”, “5”, “6”, “7”, “8”, “9”, “10”, “11”, “12”, “11”, “14”, “15”, “16”, “17”, “18”, “19”, “20”, “21”, “22”, “23”, “24”, “25”, “26”, “27”, “28”, “29”, “30”, “31”]

• Monthly Ritual:

  • ritualFrequency : 1
  • wedgesLabel : [“1”, “2”, “3”, “4”, “5”, “6”, “7”, “8”, “9”, “10”, “11”, “12”]

• Weekly Ritual:

  • ritualFrequency : 5
  • wedgesLabel : [“1”, “2”, “3”, “4”, “5”, “6”, “7”, “8”, “9”, “10”, “11”, “12”, “11”, “14”, “15”, “16”, “17”, “18”, “19”, “20”, “21”, “22”, “23”, “24”, “25”, “26”, “27”, “28”, “29”, “30”, “31”, “32”, “33”, “34”, “35”, “36”, “37”, “38”, “39”, “40”, “41”, “42”, “43”, “44”, “45”, “46”, “47”, “48”, “49”, “50”, “51”, “52”, “53”]

• Daily Ritual:

  • ritualFrequency : 31
  • wedgesLabel : [“1”, “2”, “3”, “4”, “5”, “6”, “7”, “8”, “9”, “10”, “11”, “12”, “11”, “14”, “15”, “16”, “17”, “18”, “19”, “20”, “21”, “22”, “23”, “24”, “25”, “26”, “27”, “28”, “29”, “30”, “31”]

15.5.3. Of elements

To import/export elements, see User Guide ▸ Exporting and Importing Content via CSV.

If you import an element in the same board from which you made an export, all elements on the board (letters, actions with card, indicators, etc) are updated, except for actions without cards.

If you import elements to another board, only the letter is imported.

15.5.4. Of a board

To import/export a board, see User Guide ▸ Exporting and Importing Boards.

If you import a board, every element on the board (letters, actions, indicators, etc) are imported identically.

Note

From the same room, when importing a board from which you made the export, if an action is modified on the original board before the import, the action is imported with the new information.

15.5.5. Of a room

The import/export of a room is made from the administrator platform. See Administrator Guide ▸ Exporting/Importing a Room. You must have the necessary rights to perform these actions.

Note

If you import a room, every element (board, letters, actions, indicators, etc) are imported identically.