Who can defer and Improvement?
- The Assigner
- Anyone with the “View New & 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 "Defer" in the resulting drop-down menu
In the resulting window:
- (**Optional**) Enter an explanation in the "Reason for Reopening" field
- Enter a Review By Date -- the date on which the Improvement should be revisited.