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Defer an Improvement

Who can defer and Improvement?

  • The Assigner

  • Anyone 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 defer an Improvement?

Open the Improvement you want to defer, then:

  • Click the status indicator.

  • Click 2017-12-21_1112_001.png in the resulting drop-down menu.



In the resulting window:

  • (**Optional**) Enter a reason for deferring the Improvement.

  • Enter the date upon which the team will be alerted that they should revisit this Improvement in the "Review Date" field.

    This saves you from having to remember to review the Improvement in the future.

  • Click 2018-04-16_1150.png.


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