Resources

The Resources Impact Type tracks the financial impact related to your organization's resources and reports it as part of your organization's Cost Savings.

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 Resource Impact Type which is reported as part of Cost Savings.

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

Who can manage Resources and Folders?

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

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

Create Resources and Folders

To create a new Resource or Folder, navigate to the Resources administration page, then:

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

• • 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 Resource, click Create Resource in the resulting drop-down menu and the Create Resource window will open.

• • • Name (required): The name will be used to identify this Resource.
    • Description: Enter an optional description in this field. The description will appear when hovering over the Resource's name in the list of Resources.
    • Rate: Enter the estimated monetary value for this Resource. This value will be used to calculate the financial impact of this type of Resource.
    • 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 Resource.
    • The Default checkbox: When this checkbox is enabled, this Resource will be selected by default whenever someone goes to record a Resource Impact, though they will be able to change that selection if necessary.
      
      Only one Resource can be selected as the default.
    • Locations: Use this field to search for and select the appropriate Locations for this Resource.
      
      The Location(s) entered here, as well as the Locations entered for the Folder under which this Resource is nested, if any, will determine for which users and Items this Resource will be available. When resolving an Item with a Resource Impact, a user will only be able to add a Resource 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 Resource is used. This value will be used to calculate the financial impact of this type of Resource.
      • Days/Week: Enter the average number of days per week this Resource is used. This value will be used to calculate the financial impact of this type of Resource.
      • Weeks/Year: Enter the average number of weeks per year this Resource is used. This value will be used to calculate the financial impact of this type of Resource.
    • Click Save.

Edit a Resource or Folder

To edit a Resource or Folder, navigate to the Resources administration page, then:

• Hover over the Resource 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 Resource, the Edit Resource window will open. Update the following information as necessary:
    
    • Name (required): The name will be used to identify this Resource.
    • Description: Enter an optional description in this field. The description will appear when hovering over the Resource's name in the list of Resources.
    • Rate: Enter the estimated monetary value for this Resource. This value will be used to calculate the financial impact of this type of Resource.
    • 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 Resource.
    • The Default checkbox: When this checkbox is enabled, this Resource will be selected by default whenever someone goes to record a Resource Impact, though they will be able to change that selection if necessary.
      
      Only one Resource can be selected as the default.
    • Locations: Use this field to search for and select the appropriate Locations for this Resource.
      
      The Location(s) entered here, as well as the Locations entered for the Folder under which this Resource is nested, if any, will determine for which users and Items this Resource will be available. When resolving an Item with a Resource Impact, a user will only be able to add a Resource 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 Resource is used. This value will be used to calculate the financial impact of this type of Resource.
      • Days/Week: Enter the average number of days per week this Resource is used. This value will be used to calculate the financial impact of this type of Resource.
      • Weeks/Year: Enter the average number of weeks per year this Resource is used. This value will be used to calculate the financial impact of this type of Resource.
    • Click Save.

Organize the list of Resources

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

To move a Resource in or out of a Folder, navigate to the Resources administration page. Next, locate the Resource 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 Resource directly onto a Folder will nest it under that Folder.

Delete a Resource or Folder

What happens when a Resource or Folder is deleted?

• Deleted Resources 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 Resources and Folders will no longer appear when working with Items' Resolutions or filtering Item Lists or Reports.

Delete a Resource or Folder

To delete a Resource or Folder, navigate to the Resources administration page, then:

• Hover over the Resource 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.