Powered by Temper

How to Archive Items

ArchivedItem.jpg

There may be times where you have Items in KaiNexus that are not relevant to your currently ongoing projects and active improvement work. You may still want these Items to be recorded and tracked within KaiNexus without affecting your current workflow. You now have the ability to Archive any one of your Items within KaiNexus, regardless of type. With this feature, you can still enter and store your work within KaiNexus and not worry about it cluttering your current Item pool or offsetting your organization’s data within Reports. Archiving also serves as a less permanent way to remove your irrelevant Items from the system without officially deleting them. 

 

Who can Archive an Item?

  • Anyone who can edit the Item also has the ability to Archive it. 

What happens when I Archive an Item?

Upon Archiving an Item, the following will take effect:

  • The Archived Item will be transitioned into a purple ‘Archived’ state.

  • The Archived Item can no longer be edited by any User, regardless of their system role permissions.

NOTE: This means you will not be able to change any of the details, add to or change the Team, edit any of the important Dates, add or remove any Files or Links, leave a Comment on the Item, or nest another Item beneath an Item that has been Archived.

  • The Archived Item cannot be searched for in the search bar.

  • No new notifications, in-app or email, will be generated from the Item.

  • By default, the Archived Item will be excluded from Item lists, unless specified otherwise. To find out how to view your Archived Items, go to this support page for more info.

  • The Archived Item will be excluded from all Reports.

  • The Archived Item will remain accessible in the system for future reference.

  • The Archived Item’s dependencies, votes, and nesting structure will be unaffected. 

How to Archive an Item

Open the Item you wish to Archive, then:

Archive_ellipse.jpg

  • Click the EllipsesButton.png in the top right corner of the Item.

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

  • In the resulting window:

Archive_window.jpg

    • (**Optional**) Enter in a reason for why you are archiving this Item in the “Reason for Archiving” field.

  • Click Archive_button.png.

How to Unarchive an Item

Open the Archived Item, then you can either: 

Unarchive_ellipse.jpg

  • Click the EllipsesButton.png in the top right corner of the Item.

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

  • In the resulting window:

Unarchive_window.jpg

    • (**Optional**) Enter in a reason for why you are unarchiving this Item in the “Reason for Unarchiving” field.

  • Click Unarchive_button.png.

 

OR

Unarchive_status_picker.jpg

  • Click the status indicator in the top left corner of the Item.

  • Click Unarchive_status.png in the resulting drop-down menu.

  • In the resulting window:

Unarchive_window.jpg

    • (**Optional**) Enter in a reason for why you are unarchiving this Item in the “Reason for Unarchiving” field.

  • Click Unarchive_button.png.

How to View your Archived Items

To view, your Archived Items go to this support page!



Have more questions? Submit a request