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Resolve an Improvement

 Who can resolve an Improvement?

 

How do I resolve an Improvement?

If the Improvement is in the "New" status:

  • Click 2017-08-09_1543.png in the action bar.

  • Click 2017-08-09_1544.png in the resulting drop-down menu.


Action_bar_-_resolve_2.jpg

If the Improvement is in any other status:

  • Click  in the action bar.


Action_bar_-_resolve.jpg

What you see on the resulting window is determined by your organization's settings. The most common steps are:



  • Fill out any required or optional fields that apply.

  • Answer the "Change" question if one is displayed. By default, this question reads "Did this result in a change," but that text and the available options may have been customized by your organization. 

  • You may be prompted to provide more information in the form of recording impact types or "No Change" reasons.

  • If it's listed, answer "Review in the future?" question. Pick "Yes" if you want this Improvement to be scheduled for review at a later date, and "No" if you do not.

  • Click "Details" to open a list of all the Improvement's fields and attributes. You can edit those fields, if necessary.

  • When you're happy with your Resolution:
    • If the Assigner's approval is required, click 2017-08-09_1556.png.

    • Otherwise, click 2017-08-09_1553.png.

 

Who can edit an Improvement's Resolution?

If the Improvement is not complete:

  • Anyone who can edit the Improvement.

If the Improvement is complete:

  • The Assigner

  • Anyone with permission to assign Improvements in that level of the organization.

 

How do I update a completed Improvement’s Resolution? 

Open the Improvement you want to update, then:

  • Click  in the action bar.

  • In the resulting drop-down menu, click .


Action_bar_-_update_resolution.jpg

In the resulting window, you'll be able to update every element of the Resolution, as described above.

 

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