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How to set a Review Date on an Item

KaiNexus now offers you the ability to schedule any Item, with any status, at any time for future review. Previously, scheduling an Item for review was only available when an Item was going through the Resolution process. Now at any point during an Item’s life cycle within KaiNexus, you have the option to schedule a customized Review Date for it. This ensures you are staying on top of your improvement work and never forgetting to review an Item. 

 

How to Review an Item

To set a Review Date, open up the Item you wish to set for Review, then: 

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

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

Review_ellipse.jpg

 

  • In the resulting window:

    ReviewByWindow.jpg

    • (**Optional**) Enter text in the “Reason for Reviewing:” field to provide an explanation as to why you are scheduling this Item for Review.

    • In the “Review By Date” field, select the future date that you wish to Review this Item on.

    • When you’re done, click Save.png.

    NOTE: You can view what date the Item will need to be reviewed by within the Dates panel of the Item. 

     

ReviewDateDetail.jpg

 

When the Item’s Review approaches, the Team of the Item will receive a notification saying that it is time to Review this Item.

Once the Item has been reviewed, you can then:

  • Click the Review_button_dates.png within the Dates panel or the Review button at the top of the Item.

  • In the resulting window:

ReviewOnWindow.jpg 

    •  (**Optional**) Enter text in the “Review Notes:” field to keep a record of what was discussed during the Review.

    • In the “Reviewed on Date:” field, select the date on which the Item was actually reviewed.


    • In the “Schedule Future Review Date:” field, select the date on which the Item will need to be reviewed again in the future, if necessary.

  • When you’re done click Save.png.

NOTE: You can view what date the Item was reviewed on within the Dates panel of the Item.

ReviewedOnDetail.jpg

 

Filter for “Review By” date and “Reviewed On” date

You have the ability to filter by “Review By” Date and “Reviewed On” Date when adding criteria to your lists. Here you can pull up a list to find which Items in your system are set to be reviewed within the specified date range and which Items have been reviewed within the specified date range.

FilterbyReviewDates.jpg

 

 

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