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Create a Standard Work Group or Standard Work Item

The Admin area is only accessible by administrators; only Quality Administrators can perform the functions detailed on this support page.

 

How do I create a new Standard Work Group?

Navigate to the Standard Work admin page, then click 2018-10-10_1105.png in the top right corner of the page.

Create_group.jpg

In the resulting window:

  • Enter the name of this Group in the “Name” field.

  • (**Optional**) Enter a description of this Group in the “Description” field. People will see this description when hovering over the Standard Work Group’s name.

  • Add any template to which this Standard Work Group should be available to the “Templates - Available” field. Users will be able to add this Group to these templates when appropriate.

  • Add any template for which this Standard Work Group should be automatically created to the “Templates - Auto Create” field. When an item of one of these types is created, every item in the Group will be automatically built and nested beneath it.

  • Click 2018-10-04_1240.png.

 

How do I create a new Standard Work Item?

Navigate to the Standard Work admin page, locate the Standard Work Group with which you want to work in the list of Groups, and click 2018-10-10_1117.png to its left to expand it.

Click 2018-10-10_1117_001.png in the top right corner of the Group’s “Items” section.

Add_item.jpg

In the resulting drop-down menu, click the template with which you want to work.

In the resulting window, create the Standard Work Item as you normally would, filling out any required and optional fields and Attributes, and adding any relevant links or attachments. When you’re finished, click 2018-10-10_1121.png. The Standard Work Item will be added to the Group’s “Items” list.

 

Change the status of a Standard Work Item

Standard Work Items can either be in the New or Planned statuses. These statuses will determine the initial status of these Items when they are added to parent items in KaiNexus.

To change the status of a Standard Work Item, click its name in the “Items” list. In the resulting window:

  • Click the status indicator.

Change_status_of_Standard_Work_Item.jpg

  • In the resulting drop-down menu:

    • If you want to make a planned Standard Work Item new, click 2018-10-10_1128.png. In the resulting window:

      • Enter a reason for this change in the “Reason for reverting to new” field.

      • Click 2018-10-04_1240.png.

    • If you want to plan the Standard Work Item, click 2018-10-10_1129.png. In the resulting window,:

      • Click “Decide Later” if you don’t want this item to be automatically activated at some point.

      • Click “Dependent On” if you want this item to be automatically activated when some other item is completed.

        • Enter the name(s) of the item(s) that must be completed before this item activates in the “Completion Of” field.

        • If you want the due date to be automatically added when the item is activated, enter the number of days the item should take to be completed in the “Days to Complete” field.

      • Click 2018-10-10_1156.png.

 

Add data to a Standard Work Chart

If you’re working with a Standard Work Chart, you can add data to it if you want this Chart to always be created with certain data in place when this Standard Work Group is added to an item in KaiNexus.

To add data to a Standard Work Chart, click its name in the “Items” list. In the resulting window, edit the Chart’s data as you normally would.

 

Nest an item under a Standard Work Item

If you want a Standard Work Group to have multiple tiers of nested items, you can nest additional items under any of its Standard Work Items.

To nest items under a Standard Work Item, click its name in the “Items” list. In the resulting window, add new nested Projects, Improvements, Charts, Incidents (if the Incident Add-On is enabled for your organization), and/or Tasks as you normally would.

NOTE: Items nested under a Standard Work Item will not be displayed in the Standard Work Group’s “Items” section.

 

Add a link or attachment to a Standard Work Item

If you want links and/or attachments to be automatically added to a Standard Work Item when the Group is nested to a parent item in KaiNexus, you can add them to the Standard Work Item.

To add a link or attachment to a Standard Work Item, click its name in the “items” list. In the resulting window, add a new link or attachment as you normally would.

 

How do I add a file to a Standard Work Group?

Navigate to the Standard Work admin page, locate the Standard Work Group with which you want to work in the list of Groups, and click 2018-10-10_1117.png to its left to expand it.

Click 2018-10-10_1212.png
in the top right corner of the Group’s “Files” section.

Add_file_to_Standard_Work_Group.jpg

 

Add the correct file from your computer.

When users add this Standard Work Group to any of their items, this file will be automatically added to that item along with any of the Standard Work Items included in this Group.

 

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