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Resolution on all workflows

Before the latest version of KaiNexus was released, only Improvements and Incidents (if the Incident module was enabled for your organization) could have a Resolution and impact - and those workflows were required to have a Resolution and impact.

Now, any workflow in the system - Projects, Improvements, Incidents, Charts, and Tasks - can have or not have a Resolution and impact.

Reach out to your Customer Experience Lead to customize any of your templates.

 

Resolutions and outcomes

Templates can be built out so that they have a Resolution with any combination of outcomes. That includes:

  • No impact types, no change reasons, or third option reasons.

  • A single impact type, no change reason, or third option reason.

  • Any combination of impact types, no change reasons, or third option reasons.

 

Who is responsible for approving a submitted Resolution (if necessary)?

  • For Improvements and Incidents - The Assigner and anyone with the “Assign” permission for Improvements or Incidents in that Location can approve the Resolution

  • For Projects - Any Facilitator can approve the Resolution.

  • For Charts - Any Author can approve the Resolution.

  • For Tasks - The Assigner and anyone with permission to assign the Task’s parent can approve the Resolution.

 

How do I review a submitted Resolution?

Open the item with which you want to work, then:

  • Click the status indicator.

  • Click 2018-04-12_1209.png in the resulting drop-down menu.

Status_Indicator_-_Resolve__Submitted_Resolution_.jpg

 

In the resulting window, you can:

  • See the entered resolution and make any changes you see fit.

  • Click 2018-04-12_1210.png to save your changes and come back to this Resolution later.

  • Click 2018-04-12_1211_001.png to accept this resolution in its current state and resolve the item.

  • Click 2018-04-12_1211.png to indicate that more work needs to be done on the Resolution.

    In the resulting window:

    • Enter a reason for declining the Resolution

    • Click 2018-04-12_1212.png to finalize your decision

 

What does it mean if anyone can resolve an item?

If you want anyone to be able to resolve an item of a particular type, you can have your Customer Experience Lead configure this setting on the template. If “Anyone can Resolve” is enabled, that means that:

  • Sponsors, Leaders, and Facilitators can resolve any of their Projects.

  • Authors can resolve any of their Improvements, Incidents, or Tasks.

 

How will this change my existing items?

  • If an item has a Resolution enabled, the status picker option that allows you to close the item says “Resolve.” If an item does not have a Resolution enabled, that status picker options says “Complete.”

  • If an item has a Resolution enabled, a Review Date will be added to it.

  • If an item has a Resolution enabled, it will have a “Resolution” tab. If an item does not have a Resolution enabled, there will be no such tab.

 

How will this affect my Reports?

For a Project’s Impact Summary:

  • The Impact Summary will have a new “All” and “Improvements Only” option. Selecting “All” will include the impact data of all workflows nested under the Project on the Report; selecting “Improvements Only” will include only the impact data of Improvements nested under the Project.

Impact_Summary_-_All_or_Improvements_Only.jpg

 

  • Status bars for all workflows will be visible on the Impact Summary. NOTE: If a particular workflow has a count of zero, that status bar will be hidden.

In the Reports section:

  • The Impact Summary, User Impact, and Location Impact Reports now have an “All” and “Improvements Only” option. Selecting “All” will include the impact data of all workflows; selecting “Improvements Only” will include only the impact data of Improvements.

User_Impact_-_All_or_Improvements_Only.jpg

 

  • The User Impact Report now lets you include information pertaining to Authors, Responsible Persons, Assigners, Collaborators, Sponsors, Facilitators, Leaders, and Participants.

User_Impact_-_Team_roles.jpg

 

  • A “Workflow” filter has been added to the Impact Reports’ advanced filters.

  • The “Resulted in Change” value under the Reports Snapshot draws data only from those items that have a potential outcome - i.e. those that have a Resolution enabled and have at least one impact, no change reason, or third option reason available.

    Items that do not meet those requirements will not be used to calculate the percentage of items resulting in a change.

 

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