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Customizing your notification preferences

There are four main reasons why a person might get an email from KaiNexus:

  • Digest
    Every active user gets a digest email at least once a week. This email will contain all the important updates made to your items since your last digest was sent. NOTE: If no updates have been made to any of the items for which you're a member of the team, you will not receive a digest email.

  • Association-Based: You have an association with Improvement or a Project and a key action occurs on that item. The vast majority of the time you will be notified of this via the digest. For some items that are more time sensitive, you will be notified via a separate email.

  • Opt-In: On of your Roles contains opt-in notification preference OR you have set up custom opt-in notification preferences. Opt-in notifications are used to control the flow of information occurring in the system and highlight bottlenecks.

  • User Elected: One of your colleagues has elected to notify you of something in KaiNexus. For example:

    • They selected the "Email Now" option when they entered a comment. NOTE: In this case, you can respond to this comment via email so that you don't have to take the time to log into the system.

    • They elected to notify you of a Project or Improvement.


Each of your Roles may come with default notification preferences set by your organization, but if you want more control over which notifications you receive and when you receive them, you might want to create custom notification preferences.

 

How do I customize my notification preferences?

  • Click your name in the top right corner.

  • In the resulting drop-down menu, click .

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  • Click  in the top right corner of the resulting window.

  • Click .

 
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In the resulting window, you'll be able to configure your digest and you opt-in notification preferences.

 

Digest

To configure your digest, open the "Digest" tab.

Control on which days you should receive a digest email by checking the boxes next to those days. NOTE: You must have at least one day selected.

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Opt-In

To configure your opt-in notification settings, open the "Opt-In" tab.

Decide whether you want to use the preferences determined by a summation of your Roles or a customized list.

  • Use your default settings as determined by your Roles by selecting 2016-11-16_1412_001.png. You will not be able to create, edit, or delete any notification preferences if you elect to use the default settings.

  • Customize your notification preferences by selecting

If you are customizing your preferences, there are a few ways you can go about it:

  • Click  to create a new notification preference. (See below for more details)

  • Click to copy all of the default notification preferences. This is useful if you only want to make a few small changes to the default settings.

  • Click to clear the list of preferences. This is useful if you want to start from scratch.

  • Edit any preference by clicking next to it. You have the same options when editing a preference as you do when creating one, so the instructions below can be applied here as well.

  • Delete a preference entirely by clicking

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In the "New Notification Preference" window:

Type:

You will first be prompted to choose a Type - Projects, Tasks, Improvements, or Incidents (if the Incident Add-On is enabled for your organization).

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Status:

You will then be prompted to choose a status. For example, you can choose to be notified about Improvements that are new, overdue, become active, etc.

Check the box next to "Include Projects" to include items that are part of a Project. Uncheck this box to only include stand-alone items.

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Location: 

You will next be prompted to choose the Location parameters for this notification preference. Your options are:

    • Anywhere - Get notified about Improvements in every Location of the organization. This is best for Process Improvement or other leaders who need to hear about all Improvements made in the organization, not just ones in certain Locations.

    • User’s Location & Below - Get notified about Improvements in your Location(s), as well as the Locations under it in the Network. This is best for users who lead a department or division made up of several sub-levels, who need to be informed about all work done in each tier of their Location.

    • User’s Location Only - Get notified only about work done in your specific Location(s). This is often used in cases where you lead a group or team that has sub-levels in the Network, but you only want to be notified about the work done at your particular Location. 

    • Specific Location - You can choose to be notified about any Location in which you do not reside. Enter the name of the Location and select either “This location & Below” or “This Location Only.” These settings follow the same rules as detailed above.

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When:

Next, you will be prompted to decide when you want to be notified. NOTE: You will only be prompted for this information if you entered "new," "overdue," and "resolution submitted" statuses in the "Status" field.

    • Immediately - You will be notified that day.

    • Delayed - You will be notified after a set number of days. Once you choose "Delayed," a new "After __ day(s)" field will appear. Enter the number of days by which you want the notification to be delayed in that field.

    • Check the box next to "Remind each week?" to be notified about this event every week until it is addressed. This helps keep information from falling through the cracks.


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How:

You'll then be prompted to decide how you want to be notified. Your options are:

    • Alert Only - An alert is added to the item, marking it for your attention. This alert will also be added to your notification window in KaiNexus.

    • Alert + Email - An alert is added to the item and your notification window, and you will receive an email about it as well.

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Advanced:

The last setting you might need to enter is the Advanced/Impact qualifications. NOTE: You'll only see this area if your notification preference is about completed Improvements.

Open the "Advanced" section at the bottom of the "New Notification Preference" window. Check the box next to every outcome of an Improvement about which you want to be notified. 

    • Impact Types - Choose which impact types you want to be informed about. These are the types of change and Improvement might have resulted in.

    • No Change Reasons - Choose which "No Change" reasons you want to be informed about. These are the possible reasons for why an Improvement didn't result in a change.

    • Third Option Reasons (this terminology will vary based on your organization's preferences) - Choose which "Third Option" reasons you want to be informed about. These are the outcomes of Improvements that didn't result in a change but didn't quite result in a typical "No change" either. NOTE: If your organization doesn't have any "Third Option" reasons in place, you will not see this category.

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