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Filter a list of Improvements

Anywhere you can see a list of Improvements, you have the ability to filter it. That includes lists of Improvements in the "Improvements" section, those returned by a List Card, or those listed as a Project's Nested Improvements.

To open the filters for a list of Improvements on the "Improvements" section:

Filter_a_list_of_Improvements_on_the_Improvements_page.jpg

 

  • Go to the "Improvements" section using the left navigation bar.

  • Click 2017-09-12_1624.png next to the Improvement search bar.

  • Click  in the resulting options.

 

To open the filters for a list of Improvements returned by a List Card:


Filter_a_list_of_Improvements_on_a_List_Card.jpg

  • Open the Board containing the Card you want to filter.

  • Click  on that Card.

  • Click  in the resulting drop-down menu.

 

To open the filters for a list of Improvements nested under a Project:

When a typical user accesses the Parent Project, they will see the default public viewing settings. Any changes they make to these settings will be recorded as their own personal settings. These settings will be retained when the user leaves the parent Project and comes back later.

When one of the people running the parent Project - its Sponsors, Leaders, Facilitators, or anyone with the Project Administrator permission - accesses it, they will also see the default public viewing settings. However, they have the option to edit:

  • These public settings so that they can control what everyone sees by default, or

  • Their personal settings, which only they will see.

If you’re one of those people, you can decide whether you want to see (and potentially customize) the public or personal settings by clicking 2016-05-10_1449.png near the top right corner of that area. In the resulting drop-down menu, click either “Public” to see the public view or “Personal” to see your personal view.

Once you've settled on either the Public or Personal view, you can filter the list of Nested Improvements. To do so:

  • Click 2016-05-10_1449.png near the top right corner of that area.

  • In the resulting drop-down menu:

    • If you're running the Project (as detailed above), hover over the current view - either "Public" or "Private" - as signified with a 2017-09-12_1644.png.

    • Otherwise, you can simply proceed to the next step.

  • Click 2016-06-25_1709.png in the resulting drop-down menu.

Filter_a_list_of_Nested_Improvements.jpg

 

In the resulting window, you can filter by:

  • Type: Select which type(s) of Improvement you’d like to see.

  • User: Select each user for whom you’d like to see associated Improvements.

  • Team: This option only appears if you have filtered by user(s). Select the position you would like to be filled by the selected users. You may choose any combination of Author, Responsible, Assigner, Collaborator, or Follower.

  • Level Types: Select the Level Types you’d like to see included in the results.

  • Locations: Select the Network Locations you’d like to see included in the results, then specify whether you’d like that to be the Originating Location (typically, the Location of the Author), the Responsible Location (the location of the Responsible Person), or both.

  • Status: Select the status(es) of the Improvements to be displayed. You may choose between Draft, New, Planned, Overdue, Active, Resolution Submitted, Complete, Deferred, or any combination of the eight.

  • Additional: Select any additional qualifiers; you may choose between Flagged, Honor Roll, Scheduled for Review, Private, Reopened, Liked by Me, or any combination of the six.

  • Parent Project: Select the Projects whose Improvements you would like to see.

    If you want to see all Improvements that are part of a Project, select "Any." If you don't want to see any Improvements that are part of a Project, select "None."

  • Parent Type: Select under which types of Projects the returned Improvements should be nested.

  • Open the Attributes section to filter by any of your organization’s Attributes.

  • Open the Resolution section to filter by:
    • Outcome: Choose whether to see Improvements resulting in a "Change" or "No Change."

    • Reason: Select the "No Change" reason(s) for which you’d like to see a list of Improvements.

    • Impact: Select the Impact types for which you’d like to see a list of Improvements.

    • Currency: If your organization has multiple currencies enabled, you can filter by which currencies should be included.

  • Open the Specialized section to filter by:

    • Keyword: Enter a keyword that you’d like to have included in each Improvement.

    • Activity: Enter the activity type(s) you want to include. Choose between transferred, escalated, and due date changed.

      This will cause two additional optional filters to appear:

      • Activity Occurrence Count: Enter the number of times you want the specified activity type(s) to have occurred within the set time frame.

      • Activity Time Frame: Enter the time frame in you which want the specified activity type(s) to have occurred. Leave this field blank to return Improvements that have ever had this activity type take place.

    • Bottleneck: A bottleneck is a constraint on workflow that reduces the efficiency and capacity of that workflow. It’s important that you’re able to find these bottlenecks so that you can work to improve the process.

      The common bottlenecks in KaiNexus are when an item is new and hasn’t been assigned, when it is overdue and hasn’t been resolved, when it hasn’t been updated, and when a Resolution has been submitted but not approved.

      Pick any combination of bottlenecks and a new field will appear in which you can enter the date range. For example, if you only want to see items that have not been updated in more than a week, you would pick “More than 7 days.”

    • Milestone: Milestones are a configurable workflow that has been overlayed on top of Improvements and Projects. NOTE: This field will not be visible if your organization has no milestones.

      Pick any combination of milestones and a new field will appear in which you can specify which status those milestones should be in. Your options are "Not Ready for Approval," "Ready for Approval," and "Approved."

  • Open the Dates section to filter the list of Improvements by their Authored Date, Activate Date, Assigned Date, Due Date, Resolution Date, Complete Date, Review Date, and/or Last Updated Date. You can use a custom date range (such as “from January 1 - February 1”) or a relative date (such as “from the past 7 days”).

    Relative dates (e.g. last 7 days, last 3 months, etc.) are great if you’re going to save your list or Card for future use because they let your list stay up to date. You can still set custom date ranges if that better suits your circumstances.

    To pick a date range, click  in the field you want to edit; this will open the drop-down menu listing your options.

    You can set a relative date for any “Starting” date but can only set a relative date for the activate, due, and review “Ending” dates.

    To fill in the other “Ending” dates, click  in that field. This will open a calendar from which you can select the appropriate date.

  • Open the Logic section to control the logic between and within the various filters:

    For example, you can decide that between fields, filters should operate with “And” logic. So, for instance, you might say you want to only see a list of Improvements of a certain type AND a certain status.

    Or, you can decide that within fields, filters should operate with “Or” logic. For example, you might want to only see a list of Projects of the Active OR Overdue statuses.

  • You can set both the Primary Sort and Secondary Sort to order the list of Improvements by ID, title, status, priority, Responsible, authored date, due date, complete date, or last updated date, in ascending or descending order.

    For example, if you set the Primary Sort to order by status and the Secondary Sort to order by title, the list of Improvements will come back in that order: for example, first draft Improvements (sorted by title A-Z), then new Improvements (sorted by A-Z), then planned Improvements (sorted by A-Z), etc.

 

When working with a list returned by a quick filter, you have 3 options for what you want to do with your results

  1. See a list of all Improvements meeting your criteria.

    • Click 2017-09-12_1700.png.

  2. See a list of all Improvements meeting your criteria and add that list to a Board.

    • Check the box next to “Add to Board” at the bottom of the filter window.

    • Your list is going to be added to a Board as an Improvement List Card. Enter the name of that Card in the "Name your Card" field.

    • Select the name of the Board to which you want to add this list in the "Pick which Board" field. NOTE: You must have permission to edit that Board to add a Card to it in this way.

    • Click 2017-09-12_1700.png.

  3. See a list of all Improvements meeting your criteria and create a custom list. You'll be able to access this list from the quick filter in the future so that you don't have to rebuild it every time. NOTE: Other people will not be able to access your list.

    • Check the box next to “Create New List” at the bottom of the filter window.

    • Enter the name of the list in the "Name your List" field. 

    • Click 2017-09-12_1700.png.

 

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