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Edit an Improvement

Who can edit an Improvement?

  • The Assigner

  • The Responsible Person

  • The Author

  • Any Collaborators

  • People with the "Edit" permission for Improvements in that Location

  • People with the "Assign" permission for Improvements in that Location

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

 

How do I edit an Improvement?

Open the Improvement you want to edit, then:

  • Click 2017-10-03_1444.png in the top right corner of the page.

  • In the resulting drop-down menu, click 2017-10-06_1631_001.png.


..._-_Edit.jpg

 

This will open the "Edit Improvement" window. In this window:

  • You can edit every aspect of the Improvement (e.g. the title, descriptors, etc.).

  • If you're on any active Projects' team, you'll see the "Add to project?" field which you can use to nest this Improvement under one of those Projects.

  • If you have the "Assign" permission for this Improvement, you'll see the "Require Assigner to approve Resolution" checkbox. Checking this box means that when the Responsible Person submits their Resolution, the Improvement will enter the "Resolution Submitted" status and will not be completed until the Assigner approves the Resolution.

    If this box is unchecked, the Improvement will be automatically completed when the Responsible Person submits their Resolution.

  • If you have the "Honor Roll" permission for this Improvement, you'll see an Honor Roll 2017-08-09_1155.png near the bottom of this window. Click this icon to grant the Improvement Honor Roll - the icon will turn yellow when Honor Roll has been granted.

When you've made all the necessary changes, click 2018-04-18_1333.png.

 

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