KaiNexus 2.1 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
Troubleshooting
Logging In
Creating Tasks, Improvements, and Projects
My Account
Glossary
- ★ Full glossary
- Projects vs. Improvements vs. Tasks
- Board terms
- Alert terms
- Improvement terms
- Project terms
Using KaiNexus
Improvement - Action Bar
- Editing Improvements
- Improvement comments
- Plan an Improvement
- Resolve an Improvement
- Escalate an Improvement
- Defer an Improvement
Improvement - Team
- Improvement Responsible Person
- Improvement Assigner
- Improvement Author
- Improvement Collaborators
- Improvement Followers
- Name someone else an Improvement's Assigner
Improvement - Status
- Drafted Improvements
- New Improvements
- Planned Improvements
- Overdue Improvements
- Active Improvements
- Resolution Submitted Improvements
Improvement - Other Information
- Review an Improvement's Resolution
- Display attached images on an Improvement
- Private Improvements
- Improvement attachments
- Improvement links
- Improvement timelines
Project - Action Bar
See all 16 articlesProject - Team
See all 7 articlesProject - Status
Project - Other Information
- ★ Add a Task to a Project - Nested Tasks
- ★ Add an Improvement to a Project - Nested Improvements
- ★ Add a Project to a Project - Nested Projects
- Filter the list of a Project’s nested Improvements and Projects
- Project timelines
- Project charts
Task - Action Bar
- Activate a planned or deferred Task
- Decline or accept a Task
- Assign a Task
- Editing Tasks
- Task comments
- Plan a Task
Task - Team
Task - Status
Task - Other Information
- What are Tasks?
- Nest a Task under a new parent
- Task Attachments
- Task dates
- Task timelines
- Bulk edit Tasks
Incident - Action Bar
- Editing Incidents
- Incident Comments
- Plan an Incident
- Resolve an Incident
- Escalate an Incident
- Defer an Incident
Incident - Other Information
- ★ Incidents Summary
- Filter Incident List
- Incident Detail View
- Review an Incident's Resolution
- Incident Charts
- Private Incidents
People
Boards & Cards
- What are the different kinds of Boards?
- Create a Board
- Editing a Board
- Deleting a Board
- Refresh a Board
- Copy a Board
Charts
- Creating a chart
- Editing a chart
- Chart comments
- Share a chart
- Save a chart as an Excel spreadsheet
- Save a chart as a PDF
Reports
- Understanding the Reports Snapshot
- Report filters
- Add a target line to the Improvement and/or Project Curve Reports
- Reports Summary
- Report - Statuses
- Report - Improvement Curve
Other
- Recording a Time Savings impact
- Control the appearance of the nested Improvement, Incident, Project, and Task areas
- Quick Search
- "Markdown" fields
- Save your column settings in the List and Tree Views
- Check for similar items when creating a new Project or Improvement
Advanced Functions
KaiNexus Customizations
- Premium Security Add-On
- Badges
- Attribute Types
- Customize qualitative Impact Types
- Customize quantitative Impact Types
- Customize the Resolution process
Improvements
System Setup
Getting Started
See all 13 articlesUsers
- User status - Active
- User status - Offline
- User status - Setup
- User status - Inactive
- Creating a user
- Control which Roles apply to each of a user's Locations
Titles
- What is a Title?
- Creating a Title
- Editing a Title
- Deleting a Title
- Creating a Title Folder
- Editing a Title Folder
Positions
- What is a Position?
- Creating a Position
- Editing a Position
- Deleting a Position
- Creating a Position Folder
- Editing a Position Folder
Employee Types
- What is an Employee Type?
- Creating an Employee Type
- Editing an Employee Type
- Deleting an Employee Type
- Creating an Employee Type Folder
- Editing an Employee Type Folder
Certifications
- What is a Certification?
- Creating a Certification
- Editing a Certification
- Deleting a Certification
- Creating a Certification Folder
- Editing a Certification Folder
Login Notices
The Network
Level Types
Roles
- What is a Role?
- Creating a Role
- Global vs. Local User Administrator permissions
- Editing a Role
- A Role's default notification settings
- Deleting a Role
Time Savings People
- What is a Time Savings Person?
- Creating a Time Savings Person
- Editing a Time Savings Person
- Deleting a Time Savings Person
- Creating a Time Savings Folder
- Editing a Time Savings Folder
Attributes
- What is an Attribute?
- Creating an Attribute
- Add a note field to an Attribute
- Editing an Attribute
- Deleting an Attribute
- Creating an Attribute Folder
KaiNexus Updates
New Features
Release Notes
- August 6, 2017 Release Notes
- July 3, 2017 Release Notes
- May 19, 2017 Release Notes
- May 1, 2017 Release Notes
- April 10, 2017 Release Notes
- March 19, 2017 Release Notes
Company News
- Our customers have completed over 37,000 Improvements
- Our customers have surpassed $260 million in financial impact
- Our customers have completed over 33,000 Improvements!
- Our customers have surpassed $217 million in financial impact
- Our customers have surpassed $210 million in financial impact
- Our customers have surpassed $200 million in financial impact