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Impact by Person Report

This Report allows you to track impact on a per person basis.

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Understanding the List View

  • User: Each individual User that has an account set up in KaiNexus.

  • Completed: The total number of Items that have been Completed and the User is the specified team member on.

  • Change (%): The percent out of the total number of Items that have been Completed and that the User is the specified team member on which have resulted in a change or impact.

  • Quality: The total number of Items that have been Completed and the User is the specified team member on which have resulted in a Quality impact.

  • Safety: The total number of Items that have been Completed and the User is the specified team member on which have resulted in a Safety impact.

  • Satisfaction: The total number of Items that have been Completed and the User is the specified team member on which have resulted in a Satisfaction impact.

  • Financial Impact (Actual): The total number of Items that have been Completed and the User is the specified team member on which have resulted in a Financial impact.

  • Time Savings (Hours) (Actual): The total number of hours that have been saved from Items that the User is the specified team member on.

  • Time Savings (Dollars) (Actual): The total amount of time saved in monetary value that the User is the specified team member on. Note: This is calculated through the use of Time Savings People. 

 

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Understanding the Graph View

  • In the “Display:” drop-down, select which Impact criteria to see that number of Items for each User.

  • In the “Sort:” drop-down, select which Impact criteria to determine how the Users are organized on the X-Axis.

  • In the “Max:” field, specify the number of Users you would like to show up on the Report. (Note: Maximum of 50) 

 

Working with the Report

  • Only information about items people have authored is included by default, but selecting or deselecting "Author," "Responsible," "Assigner," and/or "Collaborator" will add or remove the relevant data from the Report.

  • Report data can be displayed in List or Graph format. To switch between the two views select the ListMode_Report_.png or GraphMode_Report_.png toggles located below the Advanced Filter.

  • Clicking the “Range:” drop-down near the top of the Report will allow you to select the date range options. Choose between 1 week, 1 month, 3 months, 6 months, 9 months, 12 months, all time, or a custom range by clicking the corresponding option.

  • Clicking the “Reference Date:” drop-down near the top of the Report will allow you to select the date of the Item that is being referenced when determining if the Item is within the selected date range. Choose between “Create”, “Start”, “Due”, or “Complete” by clicking the corresponding option.

  • Beneath the drop-downs are the different types of workflows. Choose from “Projects”, “Improvements”, “Tasks”, “Charts”, and “Incidents.” All workflows are displayed on the Report by default, but you can click any of the workflows to specify which workflows you want to include on the Report.

    NOTE: Incidents will only be available for organizations using the Incident Module.

  • Beneath the drop-downs are three additional options:

    • Click "All" to include all Improvements that meet the rest of the filter requirements.

    • Click "Project-Based" to include only Improvements that meet the rest of the requirements and are nested under a Project.

    • Click "Stand-Alone" to include only Improvements that meet the rest of the requirements and are not nested under a Project.

  • By default, the Report is set to only include Items that have been completed within the system, however, if you choose to include Items that are still in progress you can do so by unchecking the “Only Complete” checkbox.

  • The Network diagram can be found along the left side of the page. Use this to filter the Report by Location - only items tied to the selected Locations will be included in the Report.

  • Click 2018-10-03_1253.png near the top of the Report to open the advanced filters.

  • By default, this Report shows the total financial impact of all items with which a user was associated, regardless of credit splitting.

    If you check the box next to “Show Credit,” however, the Reports will show only the financial impact with which each user was specifically credited. That means:

    • If a person worked on a financially impactful Improvement with split credit but was not assigned any credit, the impact of that Improvement will not appear on this version of the Report.

    • If a person worked on a financially impactful Improvement and credit was not split at all, the impact of that Improvement will not appear on this version of the Report.

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You can also:

  • Click any of the data points on this Report to open the list of Improvements it is counting. If you don't have the adequate permissions to view them, some items will be excluded from the list.

  • Export the Report to an Excel spreadsheet by clicking 2018-04-25_1238.png near the bottom left corner of the page. 

 

Customize the Columns on your Report

Within the List View, you have the ability to add or remove the columns on the Report by hovering over one of the column headers and clicking on the Columnsort.png icon and hovering over the Columnshoverover.png option. From the resulting list, you may check or uncheck the options you want to include on your Report.

Additional column options include:

NOTE: Forecast and Target column options will only be available to organizations that have enabled the Advanced ROI module.

  • Total Financial Impact (Actual, Forecast, and Target)

  • Cost Savings (Total, One-Time, Recurring & Actual, Forecast, and Target)

  • Revenue Generation (Total, One-Time, Recurring & Actual, Forecast, and Target)

  • Cost Avoidance (Total, One-Time, Recurring & Actual, Forecast, and Target)

  • Product (Total, One-Time, Recurring & Actual, Forecast, and Target) - Advanced ROI

  • Resource (Total, One-Time, Recurring & Actual, Forecast, and Target) - Advanced ROI

 

Things to look for:

  • High performing people. Give frequent recognition to your most successful improvers.

  • People who are disengaged. Identify the root cause of their disengagement and come up with a solution.

  • People submitting lots of Improvements that do not result in a change. These people likely need coaching to understand the goal of your continuous improvement program.

 

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