KaiNexus 2.3 Support
Coaching
Coaching
- When should I reach out to KaiNexus Support vs. my Account Manager?
- 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
Customer Blog
The Basics
FAQ
- ★ Frequently Asked Questions
- How do I activate a user that was previously inactivated?
- 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?
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
Working with Your Items
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 - Other Information
- Target Resolutions and Forecast Resolutions
- Working with Improvement comments
- Review an Improvement
- Private Improvements
- Improvement Honor Roll
- Improvement attachments
Project Management
- Activate a Project
- Plan a Project
- Defer a Project
- Revert a Project to the "New" status
- Resolve or complete a Project
- Reopen a Project
Project - Team
See all 7 articlesProject - Other Information
- Target Resolutions and Forecast Resolutions
- Working with Project comments
- Private Projects
- Project attachments
- Project links
- Project timelines
Task Management
- Decline or accept a Task
- Assign a Task
- Plan a Task
- Revert a Task to the "New" status
- Resolve or complete a Task
- Reopen a Task
Task - Team
Task - Other Information
- Target Resolutions and Forecast Resolutions
- Working with Task comments
- Task attachments
- Task links
- Task timelines
- Task dates
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 - Other Information
- Target Resolutions and Forecast Resolutions
- Working with Incident comments
- Review an Incident
- Private Incidents
- Incident Honor Roll
- Incident attachments
Chart Management
- Activate a Chart
- Plan a Chart
- Defer a Chart
- Revert a Chart to the "New" status
- Resolve or complete a Chart
- Reopen a Chart
Chart - Team
Chart - Other Information
- Target Resolutions and Forecast Resolutions
- Working with Chart Annotations
- Viewing Chart Annotations
- Working with Chart comments
- Private Charts
- Chart attachments
Chart - Tips and Tricks
Other Information
- "Like" or acknowledge a comment
- "Like," acknowledge, or bookmark an item
- Add images and Chart thumbnails to text areas
- Alerts & notifications
- Check for similar items
- Markdown formatting
Boards and Cards
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 an Item List Card
- Add a Chart Card
- Add a Report Card
- Add a Free Style Card
- Add an X-Matrix Card
How to Build Common Boards
See all 7 articlesLists of Items and People
Lists
- Bulk edit items
- Filter lists of items
- Export a list of items
- Custom lists
- The Detail View
- The List View
People
Reports
Working with the Reports
Activity Reports
- Improvement Curve Report
- Project Curve Report
- User Improvement Activity Report
- User Project Activity Report
- Location Improvement Activity Report
- Location Project Activity Report
Engagement Reports
Impact Reports
Attribute Reports
System Reports
Incidents Reports
The Admin Area
Users
- User statuses
- Create a new user
- Control which Roles apply to each of a user's Locations
- Edit users
- Change a user's password
- Send a user an account activation email
Titles
Positions
Employee Types
Certifications
General
Login Notices
Tooltip Customization
API Keys
The Network
Level Types
Roles
Time Savings People
Standard Work
Weighted Scores
Attributes
Additional Modules and Customization
Additional Modules
- The Advanced ROI module
- The API module
- The Badges module
- The Calendar module
- The Incident module
- The Kiosk module
KaiNexus Updates
New Features
Release Notes
- November 16, 2018 Release Notes
- October 5, 2018 Release Notes
- August 8, 2018 Release Notes
- June 29, 2018 Release Notes
- May 4, 2018 Release Notes
- March 30, 2018 Release Notes
Company News
- Our customers have completed over 94,000 Projects and Improvements
- Our customers have saved over 3 million hours
- Our customers have completed over 84,000 Projects and Improvements
- Our customers have surpassed $1.8 billion in financial impact
- Our customers have completed over 74,000 Projects and Improvements
- Our customers have completed over 69,000 Projects and Improvements