New Features
      Back to home
      1. Help Center
      2. KaiNexus Updates
      3. New Features

      Shared Value Groups

      Use Shared Value Groups to easily report on Attributes with the same values

      What are Shared Value Groups? 

      An Attribute is a custom tag that can be assigned to Items and Impacts to classify and categorize improvement work. Every Attribute has a set of Attribute Values, which are the possible “answers” users can select while responding to an Attribute. 

      Shared Value Groups are a set of Attribute Values that can be shared between multiple Attributes.

      Ofie Profile PicImportant: Only KaiNexus staff can create and edit Shared Value Groups, so contact your Customer Success Manager to get started. 

      Benefits of Shared Value Groups

      Shared Value Groups are especially valuable for audits, checklists, and other assessment workflows. If you have a Template with several Attributes that have the same set of responses, you could likely benefit from Shared Value Groups. 

      Shared Value Groups help you easily identify Items where a particular response appears anywhere in a group of Attributes. For example, you might have an Audit with 10 questions, each with "Yes" or "No" answers. Shared Value Groups make it easy to create a List of audits where any of the questions were answered "No." 

      Filter for Shared Value Groups

      Once a Shared Value Group has been created for your organization, you can filter Items based on the Shared Value Group.

      Open the Item Filter to get started. 

      • Scroll through the criteria options to find the section for Shared Value Groups. This is where any Shared Value Groups that have been configured for your organization will appear. 
      • Select any Shared Value Group. Two additional drop-downs that will help you complete your rule will appear.
        • Shared Value: Select the Attribute Value that must appear in any of an Item's Attributes associated with the Shared Value Group for the Item to be included in your List. 
        • Attribute: Use this drop-down if you'd like to specify which Attributes utilizing this Shared Value Group should be considered. For example, if you only want to search for "No" responses in the first three questions of an audit, you can enter those questions in this drop-down. 
          • If this field is left blank, all Attributes utilizing the Shared Value Group will be considered.