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Improvement links

Using links

How do I open a link on an Improvement?

Open the Improvement, then find the link in the "Links" section.

Open_a_link.jpg

  • If the link is to a website:

    • Click the link in the "Links" section. The website will open in a new tab in your default browser.

  • If the link is to a document in a shared drive or on your computer:

    The first time you open such a link, you will need to install an add-on or configure your browser:

    • Internet Explorer

      • Open Internet Explorer’s “Internet Options” menu.

      • Go to the “Security” tab.

      • Uncheck “Enable Protected Mode.”

      • Click “Sites.”

      • Add your organization’s KaiNexus url (it’s something like myorg.kainexus.com) to the list of trusted sites and close this window.

      • Click “Apply” to keep your changes.

      • Go to the “Advanced” tab.

      • Scroll down to the “Security” section and check “Allow active content to run in files on My Computer.”

      • Restart your computer.

      • Click the link you want to open.

 

Managing links

Why would I want to add a link to an Improvement?

Adding a link to an Improvement lets you:

  • Link to a document on a shared drive (such as Google Drive or a shared drive your organization maintains) so that members of your team can access and edit it in real time. 

    Pro Tip: This is a great way to store documents that are constantly updated. Rather than having to delete and re-upload the document as an attachment each time it's updated, you can simply add a link to it so that people can check out the changes as they're made.

  • Link to external resources in order to protect confidential information. Share links to large files rather than attaching and downloading them.

    Pro Tip: This is a great way to share documents stored on a shared drive - anyone who has access will be able to copy the link and open the document, but people without the right permissions won't be able to access a confidential or private file.

 

Who can add or delete a link?

 

How do I add a link to an existing Improvement?

Open the Improvement to which you want to add a link:

  • Click "Add Link" in the Links section.


Add_link.jpg

In the resulting window:

  • To add an external link, make sure the “Web Link” tab is selected. Then:

    • Enter the title of your link in the “Name” field.

    • Enter the URL in the “Address” field.

  • To add an internal link to some item in KaiNexus, select the “Item” tab.

    • Search for the item to which you want to add a link in the “Item” field. You can search by title or ID number.

  • Click 2017-10-20_1804.png.

 

How do I delete a link?

  • Click 2017-10-03_1414.png at the top of the Links section.

  • Click 2017-10-24_1329.png next to the link you want to delete.

Delete_link.jpg

  • In the resulting window, click 2017-08-10_1547.png.

 

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