Products

The Products Impact Type tracks the financial impact related to your organization's products and reports it as part of your organization's Revenue Generation.

In the standard version of KaiNexus, Impact Types include Cost Savings, Cost Avoidance, Revenue Generation, Time Savings, Quality, Safety, Satisfaction, Health, and Environment. With the Advanced ROI Module, you gain access to additional Impact Types, including the Product Impact Type which is reported as part of Revenue Generation.

Products can be grouped under Folders for organizational purposes. These groupings will be represented in the Product drop-down when adding a Product Impact to an Item's Resolution.

Who can manage Products and Folders?

Anyone with the "Quality Administrator" permission can manage Products and Folders.

People with other Administrator permissions may be able to access the Products Administration page, but will not be able to make changes to it.

Create Products and Folders

To create a new Product or Folder, navigate to the Products administration page, then:

• Click Add at the top of the list of Products.

• • To create a new Folder, click Create Folder in the resulting drop-down menu and the Create Folder window will open.
    • Name (required): The name will be used to identify this Folder.
    • Description: Enter an optional description in this field.
    • Locations: Use this field to search for and select the appropriate Locations for this Folder. The selected Locations will be implicitly inherited by any Locations nested under this Folder.
    • Click Save.
  • To create a new Product, click Create Product in the resulting drop-down menu and the Create Product window will open.

• • • Name (required): The name will be used to identify this Product.
    • Description: Enter an optional description in this field. The description will appear when hovering over the Product's name in the list of Products.
    • Rate: Enter the estimated monetary value for this Product. This value will be used to calculate the financial impact of this type of Product.
    • Currency: This option is only available if your organization is using multiple currencies. Expand the drop-down to select the currency that applies to this Product.
    • The Default checkbox: When this checkbox is enabled, this Product will be selected by default whenever someone goes to record a Product Impact, though they will be able to change that selection if necessary.
      
      Only one Product can be selected as the default.
    • Locations: Use this field to search for and select the appropriate Locations for this Product.
      
      The Location(s) entered here, as well as the Locations entered for the Folder under which this Product is nested, if any, will determine for which users and Items this Product will be available. When resolving an Item with a Product Impact, a user will only be able to add a Product that has no associated Locations, that is in their Location or below, or that is in the Item's Responsible or Originating Locations or below.

• • • The Advanced section:
      
      • Hours/Day: Enter the average number of hours per day this Product is produced. This value will be used to calculate the financial impact of this type of Product.
      • Days/Week: Enter the average number of days per week this Product is produced. This value will be used to calculate the financial impact of this type of Product.
      • Weeks/Year: Enter the average number of weeks per year this Product is produced. This value will be used to calculate the financial impact of this type of Product.
    • Click Save.

Edit a Product or Folder

To edit a Product or Folder, navigate to the Products administration page, then:

• Hover over the Product or Folder you want to edit so that it's highlighted blue, then click the pencil icon that appears to its right.

• • If editing a Folder, the Edit Folder window will open. Update the following information as necessary:
    • Name (required): The name will be used to identify this Folder.
    • Description: Enter an optional description in this field.
    • Locations: Use this field to search for and select the appropriate Locations for this Folder. The selected Locations will be implicitly inherited by any Locations nested under this Folder.
  • Click Save.
  • If editing a Product, the Edit Product window will open. Update the following information as necessary:
    
    • Name (required): The name will be used to identify this Product.
    • Description: Enter an optional description in this field. The description will appear when hovering over the Product's name in the list of Products.
    • Rate: Enter the estimated monetary value for this Product. This value will be used to calculate the financial impact of this type of Product.
    • Currency: This option is only available if your organization is using multiple currencies. Expand the drop-down to select the currency that applies to this Product.
    • The Default checkbox: When this checkbox is enabled, this Product will be selected by default whenever someone goes to record a Product Impact, though they will be able to change that selection if necessary.
      
      Only one Product can be selected as the default.
    • Locations: Use this field to search for and select the appropriate Locations for this Product.
      
      The Location(s) entered here, as well as the Locations entered for the Folder under which this Product is nested, if any, will determine for which users and Items this Product will be available. When resolving an Item with a Product Impact, a user will only be able to add a Product that has no associated Locations, that is in their Location or below, or that is in the Item's Responsible or Originating Locations or below.
    • The Advanced section:
      
      • Hours/Day: Enter the average number of hours per day this Product is produced. This value will be used to calculate the financial impact of this type of Product.
      • Days/Week: Enter the average number of days per week this Product is produced. This value will be used to calculate the financial impact of this type of Product.
      • Weeks/Year: Enter the average number of weeks per year this Product is produced. This value will be used to calculate the financial impact of this type of Product.
    • Click Save.

Organize the list of Products

Products can be nested under Folders. Folders and Products are otherwise automatically alphabetized in the list.

To move a Product in or out of a Folder, navigate to the Products administration page. Next, locate the Product you want to move, then click and hold its name and drag and drop it to its new position. A dashed line will appear in its new position before you release it. Dropping a Product directly onto a Folder will nest it under that Folder.

Delete a Product or Folder

What happens when a Product or Folder is deleted?

• Deleted Products that have already been added to an Item's Resolution will remain in place and continue to contribute to the organization's metrics until that Resolution is next updated, at which point they will need to be replaced.
• Deleted Products and Folders will no longer appear when working with Items' Resolutions or filtering Item Lists or Reports.

Delete a Product or Folder

To delete a Product or Folder, navigate to the Products administration page, then:

• Hover over the Product or Folder you want to delete so that it's highlighted blue, then click the x icon that appears to its right.

• In the resulting confirmation window, click Delete.