Create a Standard Work Item

Create a new frequently-built Item.

When a Standard Work Group is added to an Item, any Standard Work Items that have been added to that Standard Work Group will be nested under that Item.

Who can add a Standard Work Item to a Standard Work Group?

Anyone with the "Quality Administrator" permission can create a Standard Work Item and add it to a Standard Work Group.

People with other Administrator permissions may be able to access the Standard Work Groups Administration page, but will not be able to make changes to it.

Create a Standard Work Item

To create a new Standard Work Item, navigate to the Standard Work administration page, then:

• Click the plus icon to the left of the name of the Standard Work Group to which you want to add an Item and the Group's information will expand.

• Click the plus icon in the top right corner of the Items panel.

• Click the name of the Template you want to use to create the new Standard Work Item from the resulting drop-down menu.
• In the resulting Create window, fill in the Item's information as you normally would. Any information you add to the fields or Attributes, as well as any files or links, will be included on this Standard Work Item each time the Standard Work Group is added to an Item in KaiNexus. When you're finished, click Create.

Once the Standard Work Item has been created, it will appear in the list in the Standard Work Group's Items panel. To further configure that Standard Work Item, click its name in the Items panel and its work panel will open. From there you can:

• Change the Item's status
• Add data, if the Item is a Chart
• Add nested Items
• Add files
• Add links

Change the Standard Work Item's status

Standard Work Items can either be New or Planned. This will determine the initial status of these Items when the Standard Work Group is added to an Item.

To change the status of a Standard Work Item, open the Standard Work Item's work panel as described above, then:

• Click the Item's status indiciator.
• To plan the Item, click Planned and the Plan window will open.
  • If you don't want this Standard Work Item to be dependent on another Item in this Standard Work Group or its parent Item, select Decide Later, then click Plan.
  • If you want this Standard Work Item to be dependent on another Item in this Standard Work Group or its parent Item, select Dependent On and additional options will appear:
    
    • Click the Start Of radio button if this Standard Work Item should be activated based on the start date of another Item in this Standard Work Group (or its parent Item) or click the Completion Of radio button if it should be activated based on the completion date of another Item in this Group (or its parent Item).
    • Choose item(s): Use this field to search for and select the Item(s) on which this Standard Work Item should be dependent. You will only be able to choose from Items in this Standard Work Group.
    • The Item's Parent checkbox: When enabled, this Standard Work Item will be made dependent on the start or completion of its parent Item — the Item to which the Standard Work Group will be added.
    • # of Days: Enter the number of days before/after the Item's start/completion date this Standard Work Item should be activated. Enter 0 if it should be activated on the start/completion date.
    • Click the Before radio button if this Standard Work Item should be activated the set number of days before the other Item's start/completion date. Click the After radio button if it should be activated the set number of days after the other Item's start/completion date.
    • Days to Complete: Enter the number of days it should take to complete this Standard Work Item once it has been activated. This will be used to calculate the Item's due date.
    • Click Plan. The Standard Work Item will enter the Planned status.
• To make the Item New, click New and the Make New window will open.
  
  • Reason for reverting to New: Enter an explanation as to why the Item is being reverted to the New status.
  • Click Save. The Standard Work Item will enter the New status.

Add data to a Standard Work Chart

If the Standard Work Item is a Chart, you may want that standard Chart to always be created with certain basic data in place or with certain options data series built and various options enabled. If this is the case, you can add those configurations to the Standard Work Chart so that they'll be in place every time the Standard Work Group is added to an Item in KaiNexus.

To do so, open the Standard Work Item's work panel as described above, then click Add Data in the Chart panel and build the Chart as you normally would.

Add nested Items

If you need to create a hierarchy of Items within a Standard Work Group, you can create nested Items under any of its existing Standard Work Items. These nested Items will be considered part of the Standard Work Group and will be automatically created each time the Standard Work Group is added to an Item in KaiNexus.

To nest an Item under a Standard Work Item, open the Standard Work Item's work panel as described above, then:

• Click Add in the top right corner of the page.
• Click Item in the resulting drop-down menu.
• If only one Template is available to be nested under an Item of this Template type, that Template's Create window will open automatically. Otherwise, click Create and then click the type of Item you want to create and the Create window will open.
  
  • The Parent field will already be filled in with the name of the parent Item with which you're working. Do not change this field.
  • Enter the rest of the Item's information as you would normally do when creating an Item.
  • Click Create. The new Item will be created and nested under this parent.

Add files

Any files that are included on a Standard Work Item will be attached to that Item each time the Standard Work Group is added to an Item in KaiNexus. This is a great way of making sure important documents are never forgotten or lost.

To add a file to a Standard Work Item, open the Standard Work Item's work panel as described above, then:

• Click Add File in the Files panel.
• Use the resulting window to select and add the correct file(s) from your computer.
• The new files will be listed in the Files panel. If you attached an image file, it may appear in the Images panel and/or on the Images tab (depending on how your organization has configured this Item).

Add links

Any links that are included on a Standard Work Item will be included on that Item each time the Standard Work Group is added to an Item in KaiNexus.

To add a link to a Standard Work Item, open the Standard Work Item's work panel as described above, then:

• Click Add Link in the Links panel. In the resulting window:
  • Leave Web Link selected to add an external link.
    • Name (required): The name will be used to identify this link.
    • Address: The URL to which you are linking.
  • Select Item to add a link to another Item in KaiNexus.
    
    • Item (required): Use this field to search for the Item to which you are linking.
    • Relationship (required): Expand the drop-down to select the manner in which these two Items are connected. Links given the same relationship will be grouped together in the Item's Links panel.
  • Click Save. The new link will appear in the Links panel.