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Deferred Improvements

Why would I want to defer an Improvement?

You may choose to defer an Improvement if it has been evaluated by your leadership, but no decision has yet been made as to whether or not implement it. This status allows you to return to it at a later date and reevaluate it.

 

 

What’s the difference between planned and deferred?

  • Planned: Improvements that you intend to implement later.

  • Deferred: Improvements that you'll decide whether or not to implement at a later date.

 

How do I defer an Improvement?

Only people who can edit an Improvement can defer it.

  • Open the Improvement.

  • Click  in the action bar.

  • Click  in the resulting drop-down menu.

In the resulting window:



  • Enter a reason for deferring the Improvement.

  • Enter a review date. This is the date upon which the team will be alerted that they should revisit this Improvement.

    This saves you from having to remember to review the Improvement in the future.

  • Click "Defer."



How do I activate a deferred Improvement?

Only people who can assign a deferred Improvement can activate it.

Open the Improvement.

  • Click  in the action bar.

 

In the resulting window:




  • Enter the name of the Responsible person in the Responsible field.

  • Enter a due date.

  • (**Optional**) Enter a comment.

  • If you want to require the assigner's approval to resolve the Improvement, check the box next to "Require assigner to approve Resolution."

    If you want the Responsible person to be able to resolve the Improvement without approval, uncheck that box.
  • Either leave your own name in the Assigned By field or enter someone else's name to make them the Assigner.

  • (**Optional**) Add some people as collaborators by entering their names in the Collaborator(s) field.

  • (**Optional**) Add some people as followers by entering their names in the Follower(s) field.

  • Click "Assign"

 

How do I view all currently deferred Improvements?

  • Click "Improvements" in the left navigation bar.


 

  • Click "My Improvements - All" to open the quick filter.

    • If you want to see deferred Improvements from your entire organization, hover over "My Organization."

    • If you want to see deferred Improvements from your location, hover over "My Location."

  • Choose "Deferred" from the resulting drop-down menu.

To see all deferred Improvements with which you're involved:





  • Click "Improvements" in the left navigation bar.

  • Click  next to the Improvement search bar.

  • Click .


In the resulting window:



  • Enter your name in the User(s) field.

  • If you want to limit your results to only Improvements for which you fill a certain role - e.g. Author or Responsible - enter those choices in the Role(s) field.

  • Enter "Deferred" in the Status field.

 

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