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Environmental Impacts

The Environmental Impact Type tracks the financial impact related to your organization's environmental impacts.

Two Line OfieREQUIRED: To perform the functions in this support article, the Advanced ROI Module must be enabled for your organization and an Environmental Impact Type must have been created. Reach out to your Customer Success Manager to enable the Advanced ROI Module or, if your organization is already using this Module, to create an Environmental Impact Type.


In the standard version of KaiNexus, Impact Types include Cost Savings, Cost Avoidance, Revenue Generation, Time Savings, Quality, Safety, Satisfaction, Health, and Environment. With the Advanced ROI Module, you gain access to additional Impact Types, including the Environmental Impact Type.

Two Line OfieThe Environment Impact Type included in the standard version of KaiNexus is a qualitative Impact Type, not to be confused with the Environmental Impact Type, included in the Advanced ROI module, which is a quantitative Impact Type.


Environmental Impacts can be grouped under Folders for organizational purposes. These groupings will be represented in the Environmental Impact drop-down when adding an Environmental Impact to an Item's Resolution.

Who can manage Environmental Impacts and Folders?

Anyone with the "Quality Administrator" permission can manage Environmental Impacts and Folders.

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

Create Environmental Impacts and Folders

To create a new Environmental Impact or Folder, navigate to the Environmental Impacts administration page, then:

  • Click Add at the top of the list of Environmental Impacts.

The Environmental Impacts admin page with an arrow pointing to the Add button

    • To create a new Folder, click Create Folder in the resulting drop-down menu and the Create Folder window will open.
      • Name (required): The name will be used to identify this Folder.
      • Description: Enter an optional description in this field.
      • Locations: Use this field to search for and select the appropriate Locations for this Folder. The selected Locations will be implicitly inherited by any Locations nested under this Folder.
      • Click Save.
    • To create a new Environmental Impact, click Create Environmental Impact in the resulting drop-down menu and the Create Environmental Impact window will open.

Two Line OfiePRO TIP: To create a new Environmental Impact and have it automatically nested under an existing Folder, first click the Folder in the list of Environmental Impacts so that it's highlighted, then click Add, and then click Create Environmental Impact.

      • Name (required): The name will be used to identify this Environmental Impact.
      • Description: Enter an optional description in this field. The description will appear when hovering over the Environmental Impact's name in the list of Environmental Impacts.
      • Rate: Enter the estimated monetary value for this Environmental Impact. This value will be used to calculate the financial impact of this type of Environmental Impact.
      • Currency: This option is only available if your organization is using multiple currencies. Expand the drop-down to select the currency that applies to this Environmental Impact.
      • The Default checkbox: When this checkbox is enabled, this Environmental Impact will be selected by default whenever someone goes to record an Environmental Impact, though they will be able to change that selection if necessary.

        Only one Environmental Impact can be selected as the default.
      • Locations: Use this field to search for and select the appropriate Locations for this Environmental Impact.

        The Location(s) entered here, as well as the Locations entered for the Folder under which this Environmental Impact is nested, if any, will determine for which users and Items this Environmental Impact will be available. When resolving an Item with an Environmental Impact, a user will only be able to add an Environmental Impact that has no associated Locations, that is in their Location or below, or that is in the Item's Responsible or Originating Locations or below.
      • The Advanced section:
        • Hours/Day: Enter the average number of hours per day this Environmental Impact is generated. This value will be used to calculate the financial impact of this type of Environmental Impact.
        • Days/Week: Enter the average number of days per week this Environmental Impact is generated. This value will be used to calculate the financial impact of this type of Environmental Impact.
        • Weeks/Year: Enter the average number of weeks per year this Environmental Impact is generated. This value will be used to calculate the financial impact of this type of Environmental Impact.
      • Click Save.

Edit an Environmental Impact or Folder

To edit an Environmental Impact or Folder, navigate to the Environmental Impacts administration page, then:

  • Hover over the Environmental Impact or Folder you want to edit so that it's highlighted blue, then click the pencil icon that appears to its right.

The Environmental Impact admin page with an arrow pointing to a Environmental Impacts edit button

    • If editing a Folder, the Edit Folder window will open. Update the following information as necessary:
      • Name (required): The name will be used to identify this Folder.
      • Description: Enter an optional description in this field.
      • Locations: Use this field to search for and select the appropriate Locations for this Folder. The selected Locations will be implicitly inherited by any Locations nested under this Folder.
    • Click Save.
    • If editing an Environmental Impact, the Edit Environmental Impact window will open. Update the following information as necessary:
      • Name (required): The name will be used to identify this Environmental Impact.
      • Description: Enter an optional description in this field. The description will appear when hovering over the Environmental Impact's name in the list of Environmental Impacts.
      • Rate: Enter the estimated monetary value for this Environmental Impact. This value will be used to calculate the financial impact of this type of Environmental Impact.
      • Currency: This option is only available if your organization is using multiple currencies. Expand the drop-down to select the currency that applies to this Environmental Impact.
      • The Default checkbox: When this checkbox is enabled, this Environmental Impact will be selected by default whenever someone goes to record an Environmental Impact, though they will be able to change that selection if necessary.

        Only one Environmental Impact can be selected as the default.
      • Locations: Use this field to search for and select the appropriate Locations for this Environmental Impact.

        The Location(s) entered here, as well as the Locations entered for the Folder under which this Environmental Impact is nested, if any, will determine for which users and Items this Environmental Impact will be available. When resolving an Item with an Environmental Impact, a user will only be able to add an Environmental Impact that has no associated Locations, that is in their Location or below, or that is in the Item's Responsible or Originating Locations or below.
      • The Advanced section:
        • Hours/Day: Enter the average number of hours per day this Environmental Impact is generated. This value will be used to calculate the financial impact of this type of Environmental Impact.
        • Days/Week: Enter the average number of days per week this Environmental Impact is generated. This value will be used to calculate the financial impact of this type of Environmental Impact.
        • Weeks/Year: Enter the average number of weeks per year this Environmental Impact is generated. This value will be used to calculate the financial impact of this type of Environmental Impact.
      • Click Save.

Organize the list of Environmental Impacts

Environmental Impacts can be nested under Folders. Folders and Environmental Impacts are otherwise automatically alphabetized in the list.

To move an Environmental Impact in or out of a Folder, navigate to the Environmental Impacts administration page. Next, locate the Environmental Impact you want to move, then click and hold its name and drag and drop it to its new position. A dashed line will appear in its new position before you release it. Dropping an Environmental Impact directly onto a Folder will nest it under that Folder.

Delete an Environmental Impact or Folder

Two Line OfieCAUTION: When you delete an Environmental Impact or Folder, it is permanently removed from KaiNexus and cannot be recovered.

What happens when an Environmental Impact or Folder is deleted?

  • Deleted Environmental Impacts that have already been added to an Item's Resolution will remain in place and continue to contribute to the organization's metrics until that Resolution is next updated, at which point they will need to be replaced.
  • Deleted Environmental Impacts and Folders will no longer appear when working with Items' Resolutions or filtering Item Lists or Reports.

Delete an Environmental Impact or Folder

Two Line OfieFolders containing nested Environmental Impact can not be deleted. You will need to move any Environmental Impacts out of the folder before proceeding.


To delete an Environmental Impact or Folder, navigate to the Environmental Impact administration page, then:

  • Hover over the Environmental Impact or Folder you want to delete so that it's highlighted blue, then click the x icon that appears to its right.

The Environmental Impacts admin page with an arrow pointing to a Environmental Impacts x button

  • In the resulting confirmation window, click Delete.