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The Detail View

The Detail View is a way of looking at a list of Items in KaiNexus. With this view, you can quickly see important details within an individual Item and click between multiple Items within your list.

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What does the Detail View show?

The list of Items will be shown along the left side of the Detail View beneath the list drop-down and the quick filters. This list includes important information such as each Item’s:

  • Full Title

  • Workflow Type, indicated with the standard workflow icons to the left of the Title.

  • Status

  • Important Dates

  • Team Members

  • An Attribute and it's current value/icon if that Attribute has been marked with the default Attribute setting.

  • The current Milestone and it's status that the Item is on at this time 

NOTE: Only available with the Milestones Module.

  • Any system alerts on the Item

  • Parent’s Workflow Type (If the Item is nested under a Parent Item), indicated with the standard workflow icon in the bottom right corner of the Item’s listing.

Clicking any of the Items in the list will open the Item to the right side of the page. In this section, you can see every component of the Item and perform any necessary actions.



Accessing the Detail View

First, click “Lists” Lists_section.png in the left navigation bar. 

The list will be displayed in the layout you last viewed it in. If the list is not already in the Detail View:

  • Click Ellipses.png in the top right corner of the left side of the Detail View.

  • In the resulting drop-down menu, click DetailView.png.



Filtering the Detail View

 

The List drop-down

The List drop-down is the blue bar at the top of the list that reads something like “Entire Organization” - depending on the custom list you are currently viewing.

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By default, you will view the custom list you were last viewing within the Lists section. Clicking on the blue bar will open a drop-down menu where you can select from other custom lists you have saved or create a new custom list.




The Quick Filters

Along with some of the other view types, Detail View has several quick filter options so that you can easily and quickly apply specific filters to your list. These filters are:

  • My Role on Team - This refers to the Team Role(s) of an Item

ex: Selecting Responsible will pull up all of the Items that you are marked as the Responsible Person for within the system.

  • Status - This refers to the KaiNexus statuses of an Item

ex: Selecting Active will pull up all of the Items that are in the Active status within the system. 

 

  • Location - This refers to the Network Location of an Item

ex: Selecting Manufacturing will pull up all of the Items that are within the “Manufacturing” Network Location within the system.

  • Workflow - This refers to the KaiNexus Workflow type of an Item

ex: Selecting Improvement will pull up all of the Items that are of the Improvement Workflow Type (Lightbulb icon) within the system.

 

  • Template Type - This refers to the Template Type of an Item
    NOTE: These will be unique for your organization

ex: Selecting A3 will pull up all of the Items that are of the A3 Template Type within the system. 

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The Advanced Filters

If you want to add more types of filters and combinations of filters, you can use the advanced filters. To do so:

  • Click Advanced_Item_Filter.png near the top right of the left side of the Detail View.

  • In the resulting window, add any filters you would like to your list.

  • When you’re finished, click Save.png.

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Detail View Options

The Detail View has several different view options that can vary how the Items are displayed on your List. 

DetailViewOptions.jpg

 

To edit these View Options:

  • Open up your list in the Detail View

  • Click Advanced_Item_Filter.png near the top right of the left side of your list.

  • Within the Filter window and below the Rules section, there is a section for View Options

  • For the Detail View:

    • There’s an option for “Show Archived” with the following:

      • Exclude Archived - Selecting this will not include any Items that have been archived that also match your filters set within your list.

      • Only Archived - Selecting this will only include any Items that have been archived that also match your filters set within your list.

      • Both - Selecting this will include both archived and un-archived Items that match your filters set within your list.



Switch to another View Type. 

You can switch to any of the other View Types if you want to get different information at a glance.

 

To switch to the List View:

  • Click Ellipses.png at the top right corner of the left side of the Detail View.

  • In the resulting drop-down menu, click ListView.png.

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To switch to the Tree View:

  • Click Ellipses.png at the top right corner of the left side of the Detail View.

  • In the resulting drop-down menu, click TreeView.png.

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To switch to the Kanban View:

  • Click Ellipses.png at the top right corner of the left side of the Detail View.

  • In the resulting drop-down menu, click KanbanView.png.

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To switch to the Gantt View:

  • Click Ellipses.png at the top right corner of the left side of the Detail View.

  • In the resulting drop-down menu, click GanttView.png.

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To switch to the Calendar View:

  • Click Ellipses.png at the top right corner of the left side of the Detail View.

  • In the resulting drop-down menu, click Calendar_View.png.

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View the total impact of all Items in the list

If you want to know the total impact of every Item within the list, you don’t have to open each one and add it up. Just open the Impact window and the system will automatically do it for you! To do so:

  • Click Ellipses.png at the top right corner of the left side of the Detail View.

  •  In the resulting drop-down menu, click ViewImpactonListButton.png.

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The Impact Summary pulls impact data from every Item within the list. If an Item within the list has Items nested underneath them that are not included within the list, the Impact Summary will include that data from each of those nested Items.

ListImpactSummary.jpg

The Impact Summary gives you the total breakdown of the list’s impact, including:

  • The total cost savings, cost avoidance, revenue generation, and time savings are displayed at the top of the page. Hover over the underlined values or click Expand_Report.pngto see a further breakdown for each category.

NOTE: If your organization is taking advantage of the Cycle Time, Lead Time, or Takt Time Impact categories as a part of the Advanced ROI Module, then they will appear at the top of the page as well.

 

  • The donut chart tells you how many Items have resulted in each of the change, no change, or your organization’s customized third option (if your organization has created any).

    • Clicking the green section of the donut will display all the “change” outcomes in the bar chart to the right.

    • Clicking the gray section of the donut will display all the “no change” reasons in the bar chart to the right.

    • Clicking the dark gray section of the donut will display all the “third option” reasons in the bar chart to the right.

  • Hovering over each section of the donut chart will display the percentage of Items that have resulted in that outcome.

  • Beneath the donut chart, the total number of completed Items within the list is displayed. Click that number to open up a list of all relevant completed Items.

  • The right side of the page is taken up by a bar chart which tells you many Items resulted in each of the change, no change, or third option outcomes.

  • Clicking any of those bars to open a list of all relevant Items which have resulted in that impact outcome.

NOTE: If the bar says that 14 Items have resulted in that impact outcome but only 11 Items are shown when you click into the bar, this is most likely because you do not have permission to see the other 3 Items. If you don’t have permission to view any of them, none will be shown.

 

  • Beneath the bar chart, the total number of Items that have resulted in a change or in no change (depending on the donut chart’s setting) will be displayed. Click that number to open up a list of all relevant Items that resulted in either change or no change.



Export the list of Items

You can quickly export the entire list of Items. For more information, check out this support page.

 

To export the list as an XLSX file:

  • Click Ellipses.png at the top right corner of the left side of the Detail View.

  • In the resulting drop-down menu, hover over ExportButton.png.

  • In the resulting sub-menu, click SaveXLSXButton.png.

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In the resulting window:

  • Decide what format you wish to export the names of the Team Members in.

  • When you’re ready, click Save.png.



To export the list as a PDF:

  • Click Ellipses.png at the top right corner of the left side of the Detail View.

  • In the resulting drop-down menu, hover over ExportButton.png.

  • In the resulting sub-menu, click Print_Save_PDF.png.

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In the resulting window:

  • In the “Page Size” drop-down, choose the size of the page between Letter (8.5” x 11”), Legal (8.5” x 4”), A3 (11” x 17”), A4 (8.3” x 11.7”), or Custom (You can set your own length and width parameters in inches or millimeters).

  • In the “Scale” drop-down, choose how much you want to scale the size of the PDF. The lower the percentage, the more content you can fit on a single page.

  • Decide whether the PDF should be in “Portrait” or “Landscape” layout.

  • Check the box next to “Exclude Private Items” if you don’t want private Items to be included on export. This is useful if you will be sharing the document with people who should not see any information related to private Items.

  • When you’re ready, click Print.png.



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