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Edit 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 edit an existing Standard Work Group?

Navigate to the Standard Work admin page, then find the Group with which you want to work in the list of Groups.

Hover over the Group you want to edit so that it’s highlighted in blue, then click 2018-10-04_1321.png
to its right.

Edit_Standard_Work_Group.jpg

In the resulting window:

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

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

  • Add or remove templates to the “Templates - Available” field. Users will be able to add this Group to the listed templates when appropriate.

  • Add or remove templates to the “Templates - Auto Create” field. When an item of one of the listed 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 edit an existing 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 the name of the Standard Work Item with which you want to work in the Group’s “Items” section.

In the resulting window, you can edit any aspect of the Standard Work item as would any normal item in the system, including:

  • Its details

  • If its a Chart, edit its data

  • Nest new items under it, or edit or delete existing nested items

  • Add, edit, or remove a link

  • Add, edit, or remove a file

 

You can also change its status

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 based on another item's start/end date.
        • If you want this item to activate based on the start date of another item, select “Start Of.”

          If you want this item to activate based on the completion date of another item, select “Completion Of.”

        • Either select the item(s) on which this item should be dependent in the “Choose the item(s) this is dependent on…” field or check the box next to "Use Item's Parent" if you want this item to be dependent on its parent.

        • If you want this item to activate a certain number of days before the start/completion date of the selected item, enter that number in the “# of Days” field and select “Before.”

          If you want this item to activate a certain number of days after the start/completion date of the selected item, enter that number in the “# of Days” field and select “After.”

          If you want this item to activate immediately upon the start/completion date of the selected item, just set the “# of Days” field to 0.

        • To have the item’s due date be automatically calculated and set, enter the number of days it should take to be completed in the “Days to Complete” field.
      • Click 2018-10-10_1156.png.

 

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.

 

How do I edit a file in 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.

Locate the file you want to edit in the Group’s “Files” section and click 2018-10-04_1321.png
to its right.

Edit_standard_work_file.jpg

 

In the resulting window:

  • Edit the name of the file in the “File Name” field.

    NOTE: Changing the file extension could prevent functionality such as previewing images.

  • Update the file’s description.

    This will be displayed whenever users hover over the file’s name. If the attachment is an image displayed in the “Images” area, the description will be displayed under the image in place of the file name.

  • Click 2018-10-04_1240.png.

 

How do I delete a file from 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.

Locate the file you want to delete in the Group’s “Files” section and click 2018-10-04_1323.png
to its right.

Delete_standard_work_file.jpg


In the resulting window, click 2018-10-04_1316.png
.

 

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