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Improvement links

Using links

How do I open a link?

Open the Improvement that contains the link you want to open. 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 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:

  1. 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.

  2. 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, edit, or delete a link from an existing Improvement?

 

How do I add a link to an existing Improvement?

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

  • Click   in the Links section.


Add_link.jpg

In the resulting window:

  • Enter the title of the link in the "Name" field

  • (**Optional**) Enter the actual link in the "Address" field. If you do not do so, people will not be able to click the link to be taken to this address.

 

 How do I edit a link?

  • Click  at the top of the "Links" section. 

  • Click  next to the link you want to edit.

Edit_link.jpg

In the resulting window, you can edit:

  • The link’s name

  • The address

Click 2017-08-09_1113.png to save your changes

 

How do I delete a link?

  • Click  at the top of the Links section.

  • Click  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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