Powered by Temper

Item Dates

Dates.jpg

When working with your items, there are several dates that are captured in KaiNexus for each item. Some can be manually configured by users, others are automatically determined by the application.

 

  • Created Date: The date on which the item was created or submitted in KaiNexus

    • This date cannot be manually changed

  • Assigned Date: The date on which the Responsible Person was assigned to work on the item

    • This date cannot be manually changed

    • This date will only show on Improvements, Tasks, and Incidents

  • Start Date: The date on which the work on an item transitioned into the Active status

    • For in-progress Improvements, this date can only be edited by the Assigner or someone with the "Assign" permission for Improvements in the relevant Location(s); if the Improvement is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Improvement is nested under a Chart, this date can be edited by the Chart's Author

    • For in-progress Incidents, this date can only be edited by the Assigner or someone with the "Assign" permission for Incidents in the relevant Location(s); if the Incident is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Incident is nested under a Chart, this date can be edited by the Chart's Author

    • For in-progress Charts, this date can only be edited by the Author

    • For in-progress Projects, this date can only be edited by the Facilitator

    • For in-progress Tasks, this date can only be edited by the Assigner, Responsible Person, Author(s), and Collaborator(s)

    • For completed items, this date can only be edited by someone with the "Quality Administrator" permission

  • Anticipated Start Date: The date on which the work of a planned item is expected to begin and when it is expected to transition into the Active status

    • For in-progress Improvements, this date can only be edited by the Assigner or someone with the "Assign" permission for Improvements in the relevant Location(s); if the Improvement is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Improvement is nested under a Chart, this date can be edited by the Chart's Author

    • For in-progress Incidents, this date can only be edited by the Assigner or someone with the "Assign" permission for Incidents in the relevant Location(s); if the Incident is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Incident is nested under a Chart, this date can be edited by the Chart's Author

    • For in-progress Charts, this date can only be edited by the Author

    • For in-progress Projects, this date can only be edited by the Facilitator

    • For in-progress Tasks, this date can only be edited by the Assigner, Responsible Person, Author(s), and Collaborator(s)

  • Due Date: The date on which work on an active item should be completed. If the item is not completed by that date, it will transition into the Overdue status

    • In the week before the item is due, this date will be highlighted in yellow and its font turned to red. After the due date passes, this item is considered overdue and this date will be highlighted in red and an alert sent out o the team

    • For in-progress Improvements, this date can only be edited by the Assigner or someone with the "Assign" permission for Improvements in the relevant Location(s); if the Improvement is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Improvement is nested under a Chart, this date can be edited by the Chart's Author

    • For in-progress Incidents, this date can only be edited by the Assigner or someone with the "Assign" permission for Incidents in the relevant Location(s); if the Incident is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Incident is nested under a Chart, this date can be edited by the Chart's Author

    • For in-progress Charts, this date can only be edited by the Author

    • For in-progress Projects, this date can only be edited by the Facilitator

    • For in-progress Tasks, this date can only be edited by the Assigner, Responsible Person, Author(s), and Collaborator(s)

    • Once the item is completed, this date cannot be changed
  • Anticipated Due Date: The date on which work on a planned item is expected to conclude. This date appears only if the due date is configured while planning the item

    • For in-progress Improvements, this date can only be edited by the Assigner or someone with the "Assign" permission for Improvements in the relevant Location(s); if the Improvement is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Improvement is nested under a Chart, this date can be edited by the Chart's Author

    • For in-progress Incidents, this date can only be edited by the Assigner or someone with the "Assign" permission for Incidents in the relevant Location(s); if the Incident is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Incident is nested under a Chart, this date can be edited by the Chart's Author

    • For in-progress Charts, this date can only be edited by the Author

    • For in-progress Projects, this date can only be edited by the Facilitator

    • For in-progress Tasks, this date can only be edited by the Assigner, Responsible Person, Author(s), and Collaborator(s)

  • Resolution Submitted Date: The date of when an item’s Resolution was submitted for approval and the item first transitioned into the Resolution Submitted status

    • If the Resolution is updated and re-submitted for approval, this date will be automatically updated

    • This date cannot be manually changed

  • Completed Date: The date of when an item was completed or resolved and it first transitioned into the Complete status

    • This date can be manually changed by anyone with the "Quality Administrator" permission

    • Note: Changing this date to a future date will not automatically reopen the item

  • Review By Date: The date by which the item is scheduled to be reviewed
    • For Improvements, this date can only be edited by the Responsible Person or Assigner, or someone with the "Quality Administrator" permission or the "Assign" permission for Improvements in the relevant Location(s); if the Improvement is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Improvement is nested under a Chart, this date can be edited by the Chart's Author

    • For Incidents, this date can only be edited by the Responsible Person or Assigner, or someone with the "Quality Administrator" permission or the "Assign" permission for Incidents in the relevant Location(s); if the Incident is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Incident is nested under a Chart, this date can be edited by the Chart's Author

    • For Charts, this date can only be edited by the Author

    • For Projects, this date can only be edited by the Facilitator

    • For Tasks, this date can only be edited by the Assigner, Responsible Person, Author(s), and Collaborator(s)

  • Reviewed On Date: The date on which the item was reviewed

    • For Improvements, this date can only be edited by the Responsible Person or Assigner, or someone with the "Quality Administrator" permission or the "Assign" permission for Improvements in the relevant Location(s); if the Improvement is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Improvement is nested under a Chart, this date can be edited by the Chart's Author

    • For Incidents, this date can only be edited by the Responsible Person or Assigner, or someone with the "Quality Administrator" permission or the "Assign" permission for Incidents in the relevant Location(s); if the Incident is nested under a Project, this date can be edited by the Project's Facilitator, Sponsor, or Leader; if the Incident is nested under a Chart, this date can be edited by the Chart's Author

    • For Charts, this date can only be edited by the Author

    • For Projects, this date can only be edited by the Facilitator

    • For Tasks, this date can only be edited by the Assigner, Responsible Person, Author(s), and Collaborator(s) 

  • Archived Date: The date on which an item was archived

    • This date cannot be manually changed

  • Last Updated Date: The date on which the item was most recently updated

    • The date is automatically updated each time a change is made to the item that results in a Timeline entry

 

How do I manually change one of those dates?

If you can manually edit a date, you will see a 2017-09-08_1642.png displayed next to it in the Dates panel. To change such a date:

  • Click the 2017-09-08_1642.png next to it

  • In the resulting window, either:

    • Type the new date in the date field, or

    • Click 2016-06-20_1118.png to open the calendar which you can use to select the appropriate date

  

 

Have more questions? Submit a request