How to Edit an Item’s Parent

A Parent Item is the Item that is one level above the current Item. Whether you are adding a new Parent to an Item that currently does not have a Parent or you are editing the current Parent on an Item, you can quickly do so within the Work Panel of an Item. Check out this support page for more information on nesting workflows within KaiNexus.

NOTE: An Item in KaiNexus can only have one Parent at a time.

 

Who can edit the Parent of an Item?

Only the following KaiNexus users may edit the Parent:

• Anyone with the “Edit” permission for the current workflow type within that specified Network Location(s). 

 

For Projects:

• Sponsors
  
  
• Facilitators
  
  
• Leaders
  
  
• If the Project is nested under another Project, the Parent Project’s Facilitators, Leaders, and/or Sponsors.
  
  
• If the Project is nested under a Chart, the Parent Chart’s Authors.
  
  

For Improvements:

• The Assigner
  
  
• The Responsible Person
  
  
• The Author
  
  
• Any of the Collaborators
  
  
• If the Improvement is nested under a Project, the Parent Project’s Facilitators, Leaders, and/or Sponsors.
  
  
• If the Improvement is nested under an Incident, the Incident’s Authors, Assigner, Responsible Person, and/or Collaborators.
  
  
• If the Improvement is nested under a Chart, the Parent Chart’s Authors.

 

For Incidents:

• The Assigner
  
  
• The Responsible Person
  
  
• The Author
  
  
• Any of the Collaborators
  
  
• If the Incident is nested under a Project, the Parent Project’s Facilitators, Leaders, and/or Sponsors.
  
  
• If the Incident is nested under a Chart, the Parent Chart’s Authors.

 

For Tasks:

• The Author
  
  
• The Assigner
  
  
• The Responsible Person
  
  
• Any of the Collaborators
  
  
• If the Task is nested under a Project, the Parent Project’s Facilitators, Leaders, and/or Sponsors.
  
  
• If the Task is nested under an Improvement, the Improvement’s Authors, Assigner, Responsible Person, and/or Collaborators.
  
  
• If the Task is nested under an Incident, the Incident’s Authors, Assigner, Responsible Person, and/or Collaborators.
  
  
• If the Task is nested under a Chart, the Parent Chart’s Authors.

 

For Charts:

• The Author
  
  
• If the Chart is nested under a Project, the Parent Project’s Facilitators, Leaders, and/or Sponsors.
  
  
• If the Chart is nested under an Improvement, the Improvement’s Authors, Assigner, Responsible Person, and/or Collaborators.
  
  
• If the Chart is nested under an Incident, the Incident’s Authors, Assigner, Responsible Person, and/or Collaborators.
  
  
• If the Chart is nested under another Chart, the Parent Chart’s Authors.

 

 

How do I edit the Parent?

Open the Item you wish to add/edit/remove the Parent on, then:

• Click in the top right corner of the Item’s page.
  
  
• In the resulting drop-down menu, click .

 

 

In the resulting window, you can:

• Click into the Parent field drop-down to add/remove/replace another Item in the system to be designated as the current Item’s Parent. 

NOTE: Depending on your Template Type and its configuration settings it is possible that some options may be unavailable as Parent Items in this drop-down. 

 

Reach out to your Customer Experience Lead if you need to make any adjustments to your Template’s Parent settings.

 

• When you’re ready, click .