This Report lets you see how many people are a part of the Team of Items in order to understand their level of engagement within KaiNexus and the distribution of improvement work in your organization.
Understanding the Report
The donut chart tells you how many of your Users are considered to be a certain level of engagement. By default, these four levels of engagement are defined and labeled within the Report.
- Clicking the green section of the donut will open up a list of Users in your system that are considered to be “Highly engaged”
- Clicking the yellow section of the donut will open up a list of Users in your system that are considered to be “Moderately engaged”
- Clicking the orange section of the donut will open up a list of Users in your system that are considered to be “Minimally engaged”
- Clicking the red section of the donut will open up a list of Users in your system that are considered to be “Not engaged”
Clicking the names of the levels of engagement will allow you to toggle the colored sections on or off within the donut chart.
Working with the Report
- Clicking the “User Type” drop-down near the top of the Report will allow you to select the type(s) of Users you would like to include in this Report. Choose between “General”, “Capture”, “Superuser”, and “Offline” by clicking the corresponding option.
- Only information about Items people have authored is included by default, but selecting or deselecting “Author” , “Responsible” , “Assigner” , “Collaborator” , “Sponsor” , “Facilitator” , “Leader” , and/or “Participant” will add or remove the relevant data from the Report.
- 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 workflow options are three additional options:
- Click "All" to include all Items that meet the rest of the filter requirements.
- Click "Project-Based" to include only Items that meet the rest of the requirements and are nested under a Project.
- Click "Stand-Alone" to include only Items that meet the rest of the requirements and are not nested under another Item.
- Your Network is visualized in the Location Panel 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 near the top of the Report to open the Advanced Item Filter.
- Click near the top of the Report to open the User Filter.
NOTE: The key difference between the and the filters is that the criteria applied with the advanced filters will affect the data metrics that appear within the Report while the criteria applied with the user filters will affect the user data that appears on the Report.
- Click “Set Engagement Thresholds” to customize the limits of your engagement levels.
- In the resulting window, you can:
- Edit the Titles of each level of engagement. This will be visible in the legend of the donut chart on the Report.
- Edit the Upper Limits for each level of engagement. This will be the maximum number of Items that will apply to this level of engagement. If a User is the selected Team Role on a certain number of Items that is within the Upper Limit, then they will be grouped into this level of engagement.
- Edit the Color of each level of engagement. This will be displayed as a segment of the donut chart on the Report.
- Click to add an additional level of engagement.
- Click to remove a level of engagement.
- When you’re done, click .
You can also:
- Export the Report as a PDF by clicking near the top right corner of the Report.
Things to look for:
- The more people who have participated in improvement work in some way, the better. This means that you want your red section to be as small as possible.
- You don’t want a handful of people submitting and implementing all the Improvements; you want everyone to be engaged.
- A stronger improvement culture balances the work across a large number of people. This shows that improvement is an ingrained habit across the organization.