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Lessons Learned

Purpose

The Lessons Learned screen in Clarity Transform holds the lessons recorded from migration events. The on-screen subtitle reads: "Capture and document lessons learned from migration events. Record what went well, what could improve, and recommendations for future migrations."

Where to find it

Governance → Lessons Learned

What you see

Cards

  • TOTAL LESSONS (subtitle "Captured")
  • IMPLEMENTED
  • OPEN/IN PROGRESS
  • HIGH PRIORITY

Charts

  • Lessons by Type
  • Lessons by Category

Columns

The grid is titled Lessons Learned Details and has these columns:

  • Name
  • Event Name
  • Owner
  • Category
  • Type
  • Description
  • Root Cause
  • Recommendation
  • Impact Assessment
  • Status
  • Priority
  • Date Identified
  • Notes

The grid also has the hidden columns Raised By, Id, Created By, Created On, Last Updated By and Last Updated. Each row has a View Details row action (the eye icon).

Fields

The create form (Create new entry) has these fields, in this order. The edit form (Edit entry) has the same fields, filled in. No field has a default or is marked as required.

  • Name
  • Event Name: a list of the migration events.
  • Owner
  • Category: Planning, Execution, Communication, Technical, Process or Resource Management.
  • Type: Success, Challenge or Improvement.
  • Description
  • Root Cause
  • Recommendation
  • Impact Assessment
  • Status: Draft, Under Review, Approved or Published.
  • Priority
  • Date Identified: a date.
  • Notes

Raised By is hidden in the form, so it can't be set there. The form footer has Cancel and Save.

Values

These values were seen in the lab data for this build. They are not necessarily the full list of allowed values.

  • Type: Improvement, Success, Challenge.
  • Status: Documented, In Review, Under Review, Draft. Documented and In Review are in the data but not in the form's list.
  • Priority: High, Medium, Critical.
  • Category: Process, Communication, Technical, Collaboration, Documentation, Vendor, Execution.

Actions

The grid uses the standard Clarity grid toolbar: Create New (tooltip Create New Governance Lessons Learned), Edit, Remove selected, Clear selection, Reload table data, Enable spreadsheet editing, Export CSV and Import CSV. Export is CSV only. The grid also has a Search: box and a filter row under each column.

The grid remembers its Search: text, column filters, sort order and page size between visits. If the grid shows fewer rows than you expect, clear the Search: box and the filter row.

How to

Record a lesson

  1. Go to Governance → Lessons Learned.
  2. Select Create New in the grid toolbar. The Create new entry form opens.
  3. Enter a Name, choose the Event Name, Category, Type and Status, and fill in Description, Root Cause and Recommendation.
  4. Select Save.

Find the lessons for one event

  1. Go to Governance → Lessons Learned.
  2. In the filter row under Event Name, enter the event name.
  3. The grid shows only the lessons for that event.

Export lessons

  1. Go to Governance → Lessons Learned.
  2. Select Export CSV.
  • RAID Log: issues are recorded there as entries with Raid Type Issue.
  • Actions: action items can come from lessons learned (Source Type Lesson).
  • Events: the events that Event Name refers to.
  • Event Command Center: its header includes a Lessons Learnt link.