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Improvements

Why am I being prompted to assign an Improvement?

KaiNexus asks you to assign Improvements to people if:

  • You have the appropriate permissions and are above the person who submitted an Improvement in your organization’s hierarchy, or

  • You’re the Leader or Facilitator of a Project to which someone has submitted an Improvement.

 

How do I know if I need to assign an Improvement?

  • The Improvement will be listed in your Notifications Screen, with a message that you need to assign it, and

  • The Improvement will be in the "New" status and there will be an alert indicating that it is waiting for you to assign it.

 

How do I assign an Improvement to someone?

Open the Improvement you want to assign, then:

  • Click the status indicator.

  • In the resulting drop-down menu, click assignbutton.JPG

 

assign1.JPG

 

In the resulting window, you can configure the:

  • Responsible person

    • If you’re a leader in KaiNexus, you can assign Improvements to various users (typically those below you in the network) depending on your role.

    • If the Improvement was submitted as part of a Project, you may assign it to any of the Project’s Participant(s).

    • You may assign Improvements to yourself.
    • If you don't have permission to assign the Improvement to that user, you can still request their assistance.

 

  • Due date
    • The date by which the Resolution should be submitted.

  • You have the option of leaving a comment for the Responsible Person if you want to give them more detailed instructions.

  • While you will be the default Assigned By, you can select a new user to fill this role.

  • Checking the box next to "Require Assigner to approve Resolution" will require that any Resolution submitted by the responsible person will need to be approved by the Assigner before the Improvement’s status is changed to complete.

         If you do not see this checkbox, your organization has decided whether the Assigner's                   approval is required for you.

  • Add Collaborators to provide the Responsible person with assistance and/or Followers if you know of certain people who will want to stay informed about the Improvement’s progress.

 

Clickadvanced.JPGto expand the latter portion of this page.

  • Optional Attribute(s) may be displayed at the top of this section. Choose the proper option(s) one at a time from the appropriate drop-down menus.

 

Incidents

STOP: Is the Incident module enabled for your organization?

Why am I being prompted to assign an Incident?

KaiNexus asks you to assign Incidents to people if:

  1. You have the appropriate permissions and are above the person who submitted an Incident in your organization’s hierarchy, or

  2. You’re the Leader or Facilitator of a Project to which someone has submitted an Incident.

How do I know if I need to assign an Incident?

  • The Incident will be listed in your Notifications Screen, with a message that you need to assign it, and

  • The Incident will be in the "New" status and there will be an alert indicating that it is waiting for you to assign it.

How do I assign an Incident to someone?

Open the Incident you want to assign, then:

  • Click the status indicator.

  • In the resulting drop-down menu, click assignbutton.JPG

 

assign2.JPG

 

In the resulting window, you can configure the:

  • Responsible person

    • If you’re a leader in KaiNexus, you can assign Incidents to various users (typically those below you in the network) depending on your role.

    • If the Incident was submitted as part of a Project, you may assign it to any of the Project’s Participant(s).
    • If you don't have permission to assign the Incident to that user, you can still request their assistance.

    • You may assign Incidents to yourself.

 

  • Due date
    • The date by which the Resolution should be submitted.

  • You have the option of leaving a comment for the Responsible Person if you want to give them more detailed instructions.

  • While you will be the default Assigner, you can select a new user to fill this position in the "Assigner By" field.

  • Checking the box next to "Require Assigner to approve Resolution" will require that any Resolution submitted by the Responsible Person will need to be approved by the Assigner before the Incident's status is changed to complete.

    If you do not see this checkbox, your organization has decided whether the Assigner's approval is required for you.

  • Add Collaborators to provide the Responsible person with assistance and/or Followers if you know of certain people who will want to stay informed about the Incident's progress.

  • Click advanced.JPG  to expand the latter portion of this page.
    • Optional Attribute(s) may be displayed in this section. Choose the proper option(s) one at a time from the appropriate drop-down menus.
    • Any attached files or links will be listed here as well.

 

Tasks

To whom can I assign a Task?

The general rule is that you can assign a Task to anyone to whom you could assign an Improvement.

 

You can request that anyone in your organization take responsibility for the Task. That person will be notified that you have requested their help and will be prompted to accept or decline your request.

How do I assign a Task?

Open the Task you want to assign, then:

  • Click the status indicator.

  • Click assign.JPG in the resulting drop-down menu.

 

assign3.JPG

 

In the resulting window:

  • Click on the "Responsible" field and begin typing the name of the user to whom you want to assign this Task. A drop-down menu will appear from which you can select the user.

    If you don't have permission to assign the Task to that user, you can still request their assistance.

  • Select a start date and a due date.

  • (**Optional**) Leave a comment

  • Change the assigner in the "Assigner By" field if, for example, you're assigning the Task on a leader's behalf.

  • Click blueassign.JPG

The new Responsible Person will be notified.

 

Have more questions? Submit a request