KaiNexus 2.2 Support
Coaching
Coaching
- How to configure KaiNexus for Hoshin Kanri
- Bottlenecks
- Provide employees with a direct link to the KaiNexus account request form
- Measure engagement in your organization
- KaiNexus communications
- Why not delete Improvements resulting in no change?
Customer Blog
The Basics
FAQ
- ★ Frequently Asked Questions
- Why did I get this email?
- Projects vs. Improvements vs. Tasks
- How do I access the KaiNexus mobile app?
- How do I add a KaiNexus shortcut to my desktop?
- Recommended IT configuration steps
Troubleshooting
Logging In
Creating new items
- ★ Create a Project
- ★ Create an Improvement
- Create an Incident
- Create a Task
- Create a Chart
- Submit Improvements via email
My Account
Using KaiNexus
Boards
- What do the different Board icons mean?
- Create a Board
- Filter an entire Board by Location
- Nest a Board under another Board
- Restrict access to public Boards
- Add Owners to public Boards
Cards
- Add a Card
- Add a Report Card
- Add a Free Style Card
- Add an X-Matrix Card
- Add a People List Card
- Edit a Cards
Lists
People
Improvement Management
- Submit a draft Improvement
- Assign an Improvement
- Plan an Improvement
- Revert an Improvement to the "New" status
- Resolve an Improvement
- Review an Improvement's Resolution
Improvement - Team
- Improvement Responsible Person
- Improvement Assigner
- Improvement Author
- Improvement Collaborators
- Improvement Followers
- Name someone else an Improvement's Assigner
Improvement - Other Information
- Working with Improvement comments
- Review an Improvement
- Private Improvements
- Improvement Honor Roll
- Improvement attachments
- Improvement links
Project Management
- Activate a Project
- Plan a Project
- Defer a Project
- Revert a Project to the "New" status
- Complete a Project
- Reopen a Project
Project - Team
See all 7 articlesProject - Other Information
- Project timelines
- Project dates
- Project attachments
- Edit a Project's team
- Working with Project comments
- Private Projects
Task Management
- Decline or accept a Task
- Assign a Task
- Plan a Task
- Revert a Task to the "New" status
- Complete a Task
- Reopen a Task
Task - Team
Task - Other Information
Incident Management
- Submit a draft Incident
- Assign an Incident
- Plan an Incident
- Revert an Incident to the "New" status
- Resolve an Incident
- Review an Incident's Resolution
Incident - Team
- Incident Responsible Person
- Incident Assigner
- Incident Author
- Incident Collaborators
- Incident Followers
- Name someone else an Incident's Assigner
Incident - Other Information
- Working with Incident comments
- Private Incidents
- Incident Attachments
- Incident Links
- Incident Timelines
- Incident Dates
Chart Management
- Activate a Chart
- Plan a Chart
- Defer a Chart
- Revert a Chart to "New" status
- Complete a Chart
- Reopen a Chart
Chart - Team
Chart - Other Information
See all 9 articlesChart Types and Tricks
Reports
- Understanding the Reports Snapshot
- Report filters
- Add a target line to the Improvement and/or Project Curve Reports
- Report - Statuses
- Report - Improvement Curve
- Report - Project Curve
Other
- Filter lists of items
- Add the thumbnails of a Chart to a field
- Link to external URLs or internal items
- Recording a Time Savings impact
- Quick Search
- "Markdown" fields
Advanced Functions
Additional Modules
- The Enhanced ROI module
- The X-Matrix module
- The Premium Security module
- The Incident module
- The Board User module
- The API module
KaiNexus Customizations
- Transfer during escalation
- Customize templates
- Format Number Fields
- AdHoc Fields
- Add images to fields on your templates
- Simplified Create screen
System Setup
Users
- User status - Active
- User status - Frontline
- User status - Offline
- User status - Setup
- User status - Inactive
- Creating a user
Titles
- What is a Title?
- Create a Title
- Edit a Title
- Delete a Title
- Create a Title folder
- Edit a Title folder
Positions
- What is a Position?
- Create a Position
- Edit a Position
- Delete a Position
- Create a Position folder
- Edit a Position folder
Employee Types
- What is an Employee Type?
- Create an Employee Type
- Edit an Employee Type
- Delete an Employee Type
- Create an Employee Type folder
- Edit an Employee Type folder
Certifications
- What is a Certification?
- Create a Certification
- Edit a Certification
- Delete a Certification
- Create a Certification Folder
- Edit a Certification folder
General
Login Notices
The Network
Level Types
Roles
- What is a Role?
- Create a Role
- Allow Roles to be associated with a specific Location
- Global vs. Local User Administrator permissions
- Edit a Role
- A Role's default notification settings
Time Savings People
- What is a Time Savings Person?
- Create a Time Savings Person
- Edit a Time Savings Person
- Delete a Time Savings Person
- Create a Time Savings folder
- Edit a Time Savings folder
Attributes
- What are the different kinds of Attribute Types?
- Create a Value Attribute
- Add a note field to a Value Attribute
- Edit a Value Attribute
- Delete a Value Attribute
- Create an Attribute folder
KaiNexus Updates
New Features
Release Notes
- March 30, 2018 Release Notes
- March 9, 2018 Release Notes
- February 23, 2018 Release Notes
- January 27, 2018 Release Notes
- December 18, 2017 Release Notes
- November 18, 2017 Release Notes
Company News
- Our customers have completed over 60,000 Projects and Improvements
- Our customers have surpassed $1.6 billion in financial impact
- Our customers have surpassed $1 billion in financial impact
- Our customers have completed over 44,000 Improvements
- Our customers have surpassed $450 million in financial impact
- Our customers have surpassed $330 million in financial impact