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Plan an Improvement

When planning an Improvement, you can choose whether to decide if it should start later or on a specific date. We have added a third option - you can now decide to have it be dependent on the completion of another Project, Improvement, or Task.

 

Who can plan an 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 plan an Improvement?

Open the Improvement you want to plan, then:

  • Click the status indicator

  • In the resulting drop-down menu, click "Plan"

A screenshot of a KaiNexus Improvement. A blue arrow is pointing to the status indicator. The status indicator's drop-down menu has been expanded. All options except for 'Plan' have been grayed out.

 

In the resulting window, you have the option of entering a reason for planning this Improvement.

Then click either:

  • Decide Later, if you don’t want to enter the start date at this time. You can update the item with a start date later, or manually activate it when the time comes

  • Specific Date, if you already know when it should begin and who should be involved

  • Dependent On, if you want this item to be activated automatically upon another item's start/completion

 

Decide Later

  • You have the option of entering the name of the Responsible Person in the “Responsible” field and the due date in the “Due Date” field

  • If you choose a Responsible Person, you must enter a due date, and you may update the rest of the team in the corresponding fields

A screenshot of the KaiNexus Plan window. 'Decide Later' has been selected.

  • Click 'Plan'

This item will either need to be given a start date at a later time or be manually activated at the right time.

 

Specific Date

  • Enter the date on which the Improvement should activate in the "Start Date" field

  • Enter the date on which the Improvement should be due in the "Due Date" field

  • Enter the name of the Responsible Person in the “Responsible” field

A screenshot of the KaiNexus Plan window. 'Specific Date' has been selected.

  • Click 'Plan'

 

This item will automatically be activated on the start date.


Dependent On

  • If you want this item to activate based on the start date of another item, select “Start Of.”

    I
    f you want this item to activate based on the completion date of another item, select “Completion Of.”

  • Select the item(s) on which this item should be dependent in the “Choose the item(s) this is dependent on…” field

  • If you want this item to activate a certain number of days before the start/completion date of the selected item, enter that number in the “# of Days” field and select “Before.”

    If you want this item to activate a certain number of days after the start/completion date of the selected item, enter that number in the “# of Days” field and select “After.”

    If you want this item to activate immediately upon the start/completion date of the selected item, set the “# of Days” field to 0.

  • Enter the number of days it should take to be completed in the “Days to Complete” field. This will be used to calculate the Improvement's due date

  • Click 'Plan'

 

You can see a list of every item this Improvement is dependent on, as well as a list of every item that is dependent on the Improvement, on the Improvement’s main page.

NOTE: Reopening one of the items this Improvement depends on after it has been activated will not revert this Improvement into the Planned status.

 

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