Getting Started (Post-Org Setup)

This checklist assumes your organization already exists and you can sign in as the Site Admin.

1) Add your assets

1. Go to Assets in the left navigation.
2. Create your asset hierarchy (site → area → line → machine, etc.).
3. Confirm assets that should participate in live monitoring are marked appropriately (for example, online/offline status where applicable).

2) Populate cost of downtime (hourly loss amounts)

Kaizely uses cost information to help calculate the impact of downtime and to rank opportunities.

1. Open an asset’s details page.
2. Enter the hourly cost / loss amount values as required for your process.
3. Repeat for critical assets first (the ones you want prioritized in analysis).

3) Add downtime reasons (Site Admin)

1. Go to Site Admin → Manage Downtime Reasons.
2. Add the reason categories your operators/teams will use (e.g., Equipment Failure, Material Shortage).

4) Add loss types (Site Admin)

1. Go to Site Admin → Manage Loss Types.
2. Add/adjust the loss types you want to track and stratify (these drive Dashboard and C Matrix grouping).

5) (Optional) Add skills and users

• Site Admin → Manage Users to add additional users.
• Site Admin → Manage User Skills and Manage Kaizen Skills to support matching work to the right people.

6) Verify you have data

• Check Dashboard for recent losses and trends.
• Open C Matrix and verify loss type totals appear.
• Open E Matrix for operational downtime tracking.

7) Create your first project

1. Go to Projects → Create New Project.
2. Select an asset, select a loss type (and loss name if applicable), then fill out project details.
3. Submit the project and proceed through the workflow pages (Define Team, Understand the Problem, etc.).