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Improvement dates

Where are important dates listed for each Improvement?

When you open an Improvement, you can find its relevant dates listed in the "Dates" section.

 
Improvement_-_Date_section.jpg

What dates should I know for each Improvement?

The dates you see are dependent on the status of the Improvement.

  • Created on: The date on which the Improvement was originally submitted. 

    • This date cannot be changed.

  • Assigned on: The date on which the Responsible Person was originally assigned to work on the Improvement.

    • This date cannot be changed.

  • Start on: The date on which work on the Improvement actually began or is scheduled to begin.

    • The Assigner and anyone with the "Assign" permission for Improvements in this Location can edit the start date of an in-progress Improvement.

    • Once the Improvement is completed, this date can only be changed by Quality Administrators.

  • Due on: The date by which work on the Improvement should be completed.

    In the week before the Improvement is due, this date will be highlighted in yellow and its font turned to red. After the due date passes, this Improvement is considered overdue and this date will be highlighted in red and the team will receive an alert. That’s your cue to either complete the Improvement or change the due date.

    • The Assigner and anyone with the "Assign" permission for Improvements in this Location can edit the due date of an in-progress Improvement.

    • Once the Improvement is completed, this date cannot be changed.

  • Resolution submitted on: The date on which the Resolution was submitted for approval. If the Resolution is updated and re-submitted for approval, this date will change to the date of the more recent submission.

    If the Resolution was never submitted for approval (e.g. if the Assigner resolved the Improvement or the Assigner's approval was not required for the Resolution), this date will not be displayed on the Improvement

    • This date cannot be changed.

  • Completed on: The date on which the Improvement was completed. If the Assigner was required to approve the Resolution, this is the date on which their approval was given. If the Resolution is reopened and re-completed, this date will change to the date of the more recent completion.

    NOTE: Changing the completion date to a future date will not automatically reopen the Improvement.

    • Quality Administrators can edit the completion date of any completed Improvement.

  • Review on: The date on which a deferred Improvement is scheduled to be reviewed.

    When this date is reached, the Assigner will receive an alert.

    • The Responsible Person, Assigner, Quality Administrators, and anyone with the "Assign" permission for Improvements in this Location can edit the review date of a completed Improvement.

  • Last updated: The date on which the most recent changes were made.

    • This date cannot be manually changed.

NOTE: If the Improvement is nested under a Project, the Project's Facilitators, Leaders, and/or Sponsors can edit the start date, due date, and review date. If the Improvement is nested under a Chart, the Chart's Authors can do the same.

 

How do I change one of those dates?

If a date can be manually edited and you have the appropriate permissions and roles to change it as detailed above, you will see a 2017-09-08_1642.png displayed next to it.

Click on that icon. In the resulting window, either:

  • Manually type the new date in the date field.

OR

  • Click  to open the calendar. You can click the exact date, click "Today" to change the value to today's date, or click "7d," "14d," "30d," or "90d" to change the value to the date that is 7 days, 14 days, 30 days, or 90 days from the current date, respectively.

 
Edit_Review_Date.jpg

 

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