5S Zone
5S ZONE​
The 5S Zone screen (menu path: 5S > Master > 5S Zone) defines the zones used in 5S audits: each zone has a Zone Leader and a list of Zone Areas, each area with its Zone Co-Ordinator. The zones, areas and co-ordinators defined here are used by the 5S > Operations > 5S Audit screen.
To go back to the 5S Zone Search screen, click 5S Zone next to Welcome at the top-right corner of the page.
1.1 Add 5S Zone​
Add a 5S Zone - Step-by-Step
Step 1: Reach the 5S Zone
- From the main side menu, click on "5S", then go to "Master", and finally choose "5S Zone". This will open the 5S Zone Search page.
Step 2: Adding a 5S Zone
- Located at the top-right corner of the 5S Zone Search page, there is an Add Zone button. Click this button to open the Create Zone page. The Add Zone button is shown only to users with the required create access.
Step 3: Fill in details
All fields with a (*) are mandatory, so remember to fill them all.
Create / Edit 5S Zone fields:
| Field | Type | Mandatory | Description |
|---|---|---|---|
| Zone Name | Text (max 45 characters) | Yes | The name of the zone. Must be unique; a duplicate name shows the message "Zone Already Exists". |
| Zone Leader | Single-select dropdown | Yes | The employee who leads the zone. Options come from the Employee master. |
Add Area section fields (Create / Edit 5S Zone):
| Field | Type | Mandatory | Description |
|---|---|---|---|
| Zone Area | Text (max 100 characters) | Yes | The name of an area within the zone. Each area name can appear only once in a zone (the check ignores letter case and spaces); a repeated area shows the message "Area already exist for this Co-Ordinator." |
| Zone Co-Ordinator | Single-select dropdown | Yes | The employee who co-ordinates the area. Options come from the Employee master. One co-ordinator is selected per area. |
Step 4: Add Areas, then Submit or Clear:
- ADD: Adds the entered Zone Area and Zone Co-Ordinator to the Area and Co-Ordinator List. Enabled only when Zone Area is entered and a Zone Co-Ordinator is selected.
- Area and Co-Ordinator List: Table with the columns S.No, Edit, Remove, Zone Area and Co-Ordinator. Edit loads the row back into the Add Area section to change it (click ADD again to update the row). Remove deletes a row that has not been saved yet; Remove is disabled for rows already saved.
- Submit: Saves the zone together with its Area and Co-Ordinator List. At least one area must be added; otherwise the message "Add Area and Co-Ordinator" is shown. The message "Zone Added Successfully" (new) or "Zone Updated Successfully" (edit) is shown and the page stays open in Edit mode. Submit is disabled until Zone Name and Zone Leader are filled. The ADD, the area Clear and the Submit buttons are shown only to users with create access to 5S Zone.
- Clear: The screen has two Clear buttons. The Clear button next to ADD clears only the Zone Area and Zone Co-Ordinator fields. The Clear button next to Submit clears the whole form and is shown only when creating a new zone.
Step 5: Going Back:
- Click Cancel to return to the 5S Zone Search page.
1.2 Search 5S Zone​
Search a 5S Zone - Step-by-Step
Step 1: Start Searching
The 5S Zone Search page has these search fields:
| Field | Type | Mandatory | Description |
|---|---|---|---|
| Zone | Dropdown | No | Select a zone name. Options are the existing 5S zones. |
| Zone Leader | Dropdown | No | Select a zone leader. Options come from the Employee master. |
- No Field Selected (Blank Search): Click Search without selecting any values to return all zones.
- Only Zone Selected: Returns the zone matching the selected Zone.
- Only Zone Leader Selected: Returns all zones led by the selected leader.
- Both Zone and Zone Leader Selected: Returns only zones that match both.
- Clear: Resets the search fields and hides the results.
- When zones are found, the message "<count> Zone(s) Retrieved Successfully" is shown; otherwise "No Zone Retrieved for Your Input" is shown.
Step 2: See the 5S Zone Search Results
- The results table shows these columns: S.No, View/Edit, Zone, Zone Leader, Zone Areas and Zone Co-Ordinators.
- Zone Areas: All areas defined for the zone, as a comma-separated list.
- Zone Co-Ordinators: The names of all co-ordinators assigned to the zone's areas, as a comma-separated list (each name shown once).
- Search: A filter box above the results table filters the rows already shown.
- Export as Excel: Downloads the results (Zone, Zone Leader, Zone Areas, Zone Co-Ordinators) as an Excel file. Shown only to users with the Export Excel permission.
1.3 Edit 5S Zone​
Edit a 5S Zone - Step-by-Step
Step 1: Start Searching
- On the 5S Zone Search page, search for the zone.
Step 2: Edit Details
- Click "View/Edit" next to the S.No to open the Edit Zone page.
Step 3: Update Info
The Edit Zone page shows the existing Zone Name, Zone Leader and Area and Co-Ordinator List.
- A: Modify Existing Area & Co-Ordinator Data:
- Click Edit on a row of the Area and Co-Ordinator List, change the Zone Area or Zone Co-Ordinator, and click ADD to update the row.
- The system blocks the change if the area name already exists in another row, showing "Area already exist for this Co-Ordinator."
- B: Add New Area & Co-Ordinator Entries:
- Enter a Zone Area, select a Zone Co-Ordinator and click ADD.
- If the area is unique within the zone, it is added to the list; if it already exists, the system blocks the change.
- C: Remove New (Unsaved) Area & Co-Ordinator Entries:
- Only entries added in the current session (not yet saved) can be removed with the Remove button.
- Saved entries cannot be removed through the 5S Zone screen.
- D: Submit: Final Validation and Save:
- Click Submit. The system checks that the Zone Name is not used by another zone and saves all updates.
That's it! You've learned how to ADD, SEARCH, and EDIT 5S Zone using the DMeX app. If you need help, contact the support team.