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Add an Improvement to a Project

How do I add an Improvement to a Project?

Open the Project to which you want to add an Improvement, then:

  • Click 2017-10-06_1619.png in the top right corner of the page.

  • Click 2017-10-10_1152.png in the resulting drop-down menu.

__-_Improvement.jpg

 

In the resulting window:

  • If you want to create a new Improvement from scratch, click 2017-10-10_1139.png. If your organization has configured multiple types of Improvements, you'll be prompted to pick which template you want to use. In the resulting window:

    • Depending on the type of Improvement, you'll be prompted to fill out various optional or required fields and Attributes. You will be required to enter a short summary of the Improvement - this field is often called the “Title,” but that may have been customized by your organization.

      Once you’ve entered the title, a blue badge will appear next to the magnifying glass if there are any items with a similar title already in KaiNexus. It will look something like this: 2017-10-10_1144.png. The number displayed on that badge correlates to the number of similar items.

      Hover over the magnifying glass icon to see a list of the titles of those similar items or click the icon to open a more detailed list. 

    • The "Parent" field will automatically be filled in with the name of the Project under which you're nesting this Improvement. Don't alter this field unless you want the Improvement nested somewhere else.

    • Click "Team" to see the team fields. Add people to the "Author(s)," "Responsible," "Collaborator(s)," and/or "Followers" fields as necessary.

      If you choose a Responsible Person, you will be prompted to enter a start date and a due date. You also have the option of changing the Assigner in the "Assigned By" field. Uncheck the box next to "Require Assigner to approve Resolution" if you want the Responsible Person to be able to complete the Improvement without the Assigner's approval.

    • Add any attachments to the Improvement. You can:

      • Drag and drop the file you want to add onto the "Create" window, or

      • Click 2017-10-10_1145.png and pick the file you want to attach in the resulting window.

    • Add any links to the Improvement by clicking 2017-10-10_1145_001.png. In the resulting window, enter what you want the link to be called in the "Name" field and the address to the link in the "Address" field.

    • Click 2017-10-10_1146.png.

  • If you want to add an existing un-nested Improvement, search for it by name or ID number in the "Choose Existing" drop-down menu. You can add as many Improvements as you like.

    When you're finished, click 2017-10-10_1146_001.png.

 

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