KaiNexus 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
- Assign an Improvement
- Plan an Improvement
- Revert an Improvement to the "New" status
- Resolve an Improvement
- Review an Improvement's Resolution
- Reopen an Improvement
Improvement - Team
- Improvement Team
- Improvement Responsible Person
- Improvement Assigner
- Improvement Author
- Improvement Collaborators
- Improvement Followers
Improvement - Other Information
- Target Resolutions and Forecast Resolutions
- Private Improvements
- Improvement Honor Roll
- Improvement dates
- Edit an Improvement's team
- Update an Improvement's Resolution
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
- Project Team
- Project Sponsors
- Project Facilitators
- Project Leaders
- Project Participants
- Participating Locations
Project - Other Information
- Voting Enabled Templates
- Target Resolutions and Forecast Resolutions
- Private Projects
- Project dates
- Edit a Project's team
- Update a Project's Resolution
Task Management
- Decline or accept a Task
- Plan a Task
- Revert a Task to the "New" status
- Resolve or complete a Task
- Reopen a Task
- Defer a Task
Task - Team
Task - Other Information
Incident Management
- Plan an Incident
- Revert an Incident to the "New" status
- Resolve an Incident
- Review an Incident's Resolution
- Reopen an Incident
- Defer an Incident
Incident - Team
- Incident Team
- Incident Responsible Person
- Incident Assigner
- Incident Author
- Incident Collaborators
- Incident Followers
Incident - Other Information
- Target Resolutions and Forecast Resolutions
- Private Incidents
- Incident Honor Roll
- Incident dates
- Edit an Incident's team
- Update an Incident's Resolution
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
- Private Charts
- Chart dates
- Edit a Chart's team
Chart - Tips and Tricks
- Multi-Chart Importer
- Shared data series
- Date range visualization
- Goal Calculator and Visualizer
- Calculated data series
- Customizing a Line/Bar, Threshold, or Pareto Chart's axes
Other Information
- "Like" or "Acknowledge" a comment
- "Like," acknowledge, or bookmark an item
- Activate a planned item based on another item’s start/end date
- Add a Link to your Items
- Add images and Chart thumbnails to text areas
- Alerts & notifications
Boards and Cards
Boards
- How to Navigate Boards
- How to Edit a Board’s Layout
- Expanding/Collapsing Advanced Navigation Bar
- Board Filters
- What do the different Board icons mean?
- Create a Board
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
- How to View Archived Items
- Item List View Types
- Bulk Change items
- Filter lists of items
- Export a List of Items
- Custom lists
People
Reports
Working with the Reports
Activity Reports
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
- Subscription Days
- Organizational Digest
- How to configure your organizations KaiNexus Introduction/Welcome message during Account Activation
- Organization Name
- Organization Legal Notices
- Organization Logo
Login Notices
Tooltip Customization
API Keys
Translation
The Network
Level Types
Roles
- View where Roles are being referenced in the system
- What is a Role?
- Create a Role
- More granular Permissions
- Edit a Role
- Change a Role's default notification settings
Time Savings People
Standard Work
Weighted Scores
Attributes
- Your Location’s Attributes
- Network Attributes
- Add an Icon to Attribute Values, Level Types, and more
- What are the different kinds of Attribute Types?
- Create an Attribute value or a folder
- Edit an Attribute value or a folder
Additional Modules and Customization
Additional Modules
- Advanced ROI Enhancement - Realized Date
- Chart Import API
- JSON Export API
- The Advanced ROI module
- The API module
- The Badges module
KaiNexus Updates
New Features
- Quick Filters in the Lists Section
- How to resize images or Chart thumbnails within Text Fields
- How to Manage Boards
- How to Hide or Promote Boards
- How to Archive Attribute Values
- Customize User Attributes
Release Notes
- October 18, 2019 Release Notes
- July 19, 2019 Release Notes
- June 7, 2019 Release Notes
- April 26, 2019 Release Notes
- March 8th, 2019 Release Notes
- January 25, 2019 Release Notes