Defer an Improvement

Who can defer and Improvement?

  • The 
  • Anyone with the “View New & Assign” permission for Improvements in that Location

  • If the Improvement is nested under a Project, the Project's Facilitators, Leaders, and/or Sponsors; if the Improvement is nested under a Chart, the Chart's Authors


How do I defer an Improvement?

Open the Improvement you want to defer, then:

  • Click the status indicator

  • Click "Defer" in the resulting drop-down menu


In the resulting window:

  • (**Optional**) Enter an explanation in the "Reason for Reopening" field
  • Enter a Review By Date -- the date on which the Improvement should be revisited.
  • Click