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Add a Chart to an Incident

STOP: Is the Incident module active for your organization?

 

If you're tracking KPIs or other data as part of an Incident, you might want to add Charts to it.

 

Why would I want to add a Chart to my Incident?

The charts feature is a great tool for keeping track of things you need to measure.

This is the type of information that you traditionally track in Excel, Word documents, posters on the wall, etc. By storing this information in KaiNexus, you keep your data in the same place as your improvement work. That way, everyone can see the progress that you’re making, and you have a single source of truth for verifying your impact.

 

Who can add a chart to an Incident?

  • The Responsible Person

  • The Author(s)

  • The Assigner

  • Any Collaborators

  • Anyone with the "Edit" or "Assign" permissions for Incidents in that Location

  • Anyone with the "Edit" or "Assign" permissions for Incidents in that Location

  • If the Incident is nested under a Project, the Project's Facilitators, Leaders, and/or Sponsors. If the Incident is nested under a Chart, the Chart's Authors.

NOTE: You cannot add a chart to an already completed Incident.

 

How do I add charts to an Incident?

Open the Incident to which you want to add a chart, then:

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

  • Click 2017-10-06_1620.png in the resulting drop-down menu.

 
__-_Chart.jpg


In the resulting window:

  • If you want to create a new Chart from scratch, click 2017-12-27_1449.png. If your organization has configured multiple types of Charts, you'll be prompted to pick which template you want to use.

    In the resulting window, create the new Chart as you normally would.

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


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

    When you're finished, click 2018-04-12_1532.png.

 

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