Standard Layout vs. Custom Layout Templates

Customize Templates to organize and highlight an Item's important information.

NOTE: Reach out to your Customer Success Manager for any sort of adjustments needed for your Templates.

Templates are the building blocks of your Workflow. Each Template is a custom framework that governs what information people capture and track when working on improvement (Ex. Just Do It, PDSA, OI, Charts). 

When working with your Items in KaiNexus, you have a lot of flexibility and customization options when it comes to designing the layout of your Templates. Changing your Templates’ layout allows you to better organize and visualize how the information is displayed when a User is viewing an Item of that Template Type. 

What does a Template consist of?

To help understand a bit more about Templates within KaiNexus, let’s identify the components that make up a Template.

The Work Panel / Detail View

A Template’s Work Panel or Detail View is what you see when opening up an Item of that Template Type.

Panels

Panels are the rectangular boxes that contain the information on your Templates. These can display and organize any information that should be captured within the Item. Panels come in various sizes and can be collapsed on an Item to save space. 

• To collapse a Panel, hover over the top right corner of the Panel and select the caret icon. Once collapsed, only the header will appear. To expand the Panel to its original size, select the caret icon again. 

If you have permission to edit an Item, you can click on the in the top right corner of the Panel to edit any of the Fields and/or Attributes within that Panel. You can also edit an individual Field/Attribute using the Single Field Editing functionality. 

 

Fields and Attributes

Fields and Attributes displayed within your Template’s panels are where you may update an Item’s information. There are lots of customization options available when it comes to designing the content and design of the Fields and Attributes that appear on your Templates. Check out these support pages for more information on the type of Fields and Attributes available, respectively. 

What is the difference between Standard and Custom Layout Templates?

By default, a Template organizes the information in a Standard Layout. A Standard Layout Template consists of the same design of Panels on the Work Panel. 

Standard Layout

A Standard Layout will feature the same panels being displayed in a two-column layout. Beginning from left to right and working our way down, a Standard Layout Template design will include:

• Details Panel
  This will be titled “Details of Template Name”. This panel will include and display all of the Fields and Attributes that have been added to your Template.

NOTE: You still have the option of customizing the order and design of how the Fields and Attributes on your Template are being displayed within this Details Panel, even on a Standard Layout Template.

• Team Panel
  This will be titled “Team.” This panel will include and display all of the KaiNexus Users that have been added as a member of the Item’s Team. Depending on the Template’s Workflow Type, there will be different Team Roles available. Check out the following support articles for more information on each type of Team:
  
  • Simple Team
  • Advanced Team
  • Author-Only Team

• Comments Panel
  This will be titled “Comments.” This panel will include and display any and all comments that have been left by KaiNexus Users that have chosen to do so within the Item. This allows for a channel for communication and collaboration within an Item. Check out this support page for more information on Item Comments .

 

• Dates Panel
  This will be titled “Dates.” This panel will include and display all of the system generated dates that are captured as you work through an Item’s lifecycle in KaiNexus. Check out this support page for more information on Item Dates .

 

• Nested Item List Panel
  The title of these panels will depend on the Workflow Type. For example, this means nested Tasks will be titled “Tasks.” These panels include and display all additional Items that have been created and nested underneath the Item you are currently viewing. Check out this support page for more information on Nesting a Workflow .

 

• Files Panel
  This will be titled “Files”. This panel will include all attachments and files that have been added to the Item. Check out this support page for more information on how to attach a file to your Items .

 

• Timeline Panel
  This will be titled “Timeline”. This panel will include an audit trail that keeps track of everything that has happened within the Item. Check out this support page for more information on an Item’s Timeline .

 

• Links Panel
  This will be titled “Links”. This panel will include all links that have been added to the Item. You can link either a web link URL or link another Item in KaiNexus to the Item here. Check out this support page for more information on adding a link to your Items .

Optional Panels

There are additional features that can be enabled on your Templates. These features can be seen in their own Panel on your Standard Layout Templates when they are active on the Template. These include:

• Time Tracking Panel
  If Time Tracking has been enabled on your Template, you can view that within this panel. Check out this support page for more information on how to use the Time Tracking feature .

NOTE: This Panel will automatically be added below the Dates Panel on a Standard Layout Template.

 

• Images Panel
  This panel will display image files that have been added to the Item so that you can view the image directly on the Template’s Work Panel. Check out the “Images Section ” of this support page for more info about the Images panel.

NOTE: This Panel type will automatically be added below the Details Panel on a Standard Layout Template.

• Scores Panel
  If a Weighted Score Group has been made available for this Template, you can see the scores within this panel. Check out this support page for more information on Weighted Scores .

NOTE: This Panel type will automatically be added below the Dates Panel on a Standard Layout Template.

 

• Milestones Panel
  If your organization has the Milestone Module and Milestones have been created and added to the Template, you can view them within this panel on your Template.

NOTE: Milestones will automatically be added within the Details Panel of a Standard Layout Template.

• Resolution Panel
  If Resolution has been enabled on your Template, you can view that within this panel.

NOTE: This Panel type will automatically be added below the Details Panel on a Standard Layout Template.

• Voting Panel
  If Voting has been enabled on your Template, you can view that within this panel.

NOTE: This Panel type will automatically be added to the top right corner on a Standard Layout Template. 

 

• Fishbone Panel
  If Fishbone Diagrams have been enabled on your Template, you can view that within this panel.

NOTE: This Panel type will automatically be added below the Details Panel on a Standard Layout Template. 

 

Custom Layout

A Custom Layout Template design can drastically differ from the Standard Layout, giving you the ability to adjust the layout to fit your unique needs. The Standard Layout panels and optional panels can be reordered, resized, and renamed. You have the option of including more than two columns of panels in the layout. In addition, there are some other benefits of using a Custom Layout design, including:

• Multiple Details Panels
  You can title these panels freely and separate the Fields and Attributes on your Template into more than one panel.

 

• Combined Nested Item List Panel
  This panel can include multiple Items from different Workflows or Template Types nested underneath the Item you are currently viewing. For example, you can have a single list of both Projects and Improvements that are nested within the Item.

Here are a few examples of possible Custom Layout Template designs: