Submit a Resolution for Approval

Record and Item's outcome and submit the Resolution for review.

When you're finished working on an Item in KaiNexus, you may not have permission to complete it directly. Instead, you'll need to log its Resolution — whether it resulted in any measurable impact and what those impacts were — and submit it to be reviewed by another person.

Who can submit a Resolution for approval?

You gain permission to submit a Resolution for approval through either your Team Role on the Item or your System Role permissions. Which Team Roles and permissions allow someone to submit the Resolution depends on the Item's Team Type. 

In the following sections, we will outline which users can submit an Item's Resolution for each of the four Team Types. 

Standard Team

The following users can submit a Resolution on a Standard Team: 

• Anyone with the Responsible Team Role on the Item.  
• Anyone with the "Assign" permission for this Item's Location. 

Simple Team

The following users can submit a Resolution on a Simple Team: 

• Anyone with the Responsible Team Role on the Item. 

Advanced Team

The following users can submit a Resolution on an Advanced Team: 

• Anyone with the Author, Sponsor, Facilitator, or Leader Team Role on the Item. 
• Anyone with the "Edit" permission in this Item's Location. 

Author-Only Team

There is no option to submit the Resolution for approval on an Author-Only Team because this Team Type has limited Team Roles and doesn't need a structured approval process.  

The Author(s) and anyone with the "Edit " permission in the Item's Location can complete the Item. 

Submit an Item’s Resolution for approval

To submit a Resolution, open the Item with which you want to work, then:

• Click the Item's status indicator.

• Select Complete in the resulting drop-down menu, and the "Resolution" window will open.
  • If your organization chooses to rename Item Statuses with its own custom terminology, you may see a different option than "Complete." 
• In the Resolution window, you can now enter the following information: 

• • Fields and Attributes
  • The "Change" question
  • Impact Types and “No Change” reasons
  • Qualitative Impact Types
  • Quantitative Impact Types
  • Should credit be split for this impact?
  • Should this Item be reviewed in the future?
  • Investment
  • Submit the Resolution

Fields and Attributes

Depending on this Item's configuration, various optional and required fields and Attributes may be shown on the Resolution screen. Fill them out as necessary.

Additional fields and Attributes may be made available by clicking the Details heading near the bottom of the Resolution screen.

The “Change” question

By default, this question reads “Did this result in a change?” with “Yes” and “No” listed as its options, but that text and the available options may have been customized by your organization. Your organization may even have configured a third option to appear here.

Click the radio button next to the correct response to indicate whether or not the Item did or did not result in any sort of measurable change(s).

Impact Types and “No Change” reasons

If you indicated that this Item did not result in a change or selected your organization's third option, a list of reasons will appear. Check the box next to any reason(s) you want to list in the Resolution.

If you indicated that this Item did result in a change, a list of Impact Types will appear. Check the box next to any Impact(s) you want to list in the Resolution. Depending on the type of Impact and on your organization’s settings, you will be prompted to enter certain additional information as described below.

Qualitative Impact Types

Depending on the Item's configuration, you may or may not be prompted to provide any of the following information when selecting one of these impacts:

• How would you classify this: Click either the Minor, Moderate, or Significant radio button to decide on the impact's classification.
• Click Log Occurrences to reveal additional fields which you can use to provide more information, including:
  
  • How often do you believe this has happened in the past?: Check the box next to “Unknown” if you don’t know how many times this has happened. Otherwise, fill in the number of times it has happened and with what frequency.
  • How often do you believe this could happen in the future?: Check the box next to “Unknown” if you don’t know how many times this might happen in the future. Otherwise, fill in the number of times it could happen and with what frequency.
  • Has this decreased the chance of this happening again?: Choose either Yes, No, or Unknown.
• Impact Locations: Use this field to search for and select any Locations that will benefit from the work done on this Item.
  • Depending on how your organization has configured this Impact Type, you may only be able to choose between the Item's Responsible Location and any Locations nested under it.
  • Note: Your organization can rename the term "Impact Location" to match their internal naming conventions. 
• Notes: Enter any additional information about this particular impact.

Quantitative Impact Types

When you select a quantitative Impact Type, click the Add Amount button that appears beneath it. In the resulting window:

• Summary:  Enter the name of this impact. (This option will only appear for certain Impact Types, such as Cost Savings and Revenue Generation.)
• Person: Select the type of person whose time was saved, then specify how many of those people were affected in the How Many field. (These options will only appear for certain Impact Types, such as Time Savings.)
• If you don't know the type of person who was affected, check the Unknown Person checkbox instead.
  •  Depending on the configuration of the Impact Type, this option may not be available. 
• Depending on how your organization has configured this Impact Type, you may be able to choose between several options to specify the frequency with which this impact will occur. Click the appropriate radio button to make your selection.
  • One-Time: Select this option if this impact occurred once. You’ll be prompted to enter the amount in the Amount field and, if entering a Time Savings impact, specify the unit of time.
  • Recurring: Select this option if this impact will repeat. You’ll be prompted to enter the amount in the Amount field, specify how often it will recur, and, if entering a Time Savings impact, specify the unit of time.
  • Range: Select this option if this impact will recur over a set time period. You’ll be prompted to enter the amount in the Amount field and specify a start and end date.
  • Custom: Select this option if the impact will occur irregularly over a set time period. Clicking this option will open a “Custom Schedule” page in which you can specify the impact of each month.
    • Click Add Year to add a year to the schedule.
    • Click inside each year/month intersection to add a data point.
    • Click Save when you're finished entering data.
  • Unknown Amount: Select this option if you’re not sure of the impact.
• Realized Date: Enter the date on which the impact was realized. For recurring impacts, this should be the first date on which the impact was realized. (The presence of this option is dependent on how your organization has configured this Impact Type).
• How did you base the above calculation?: Enter any further information about how this impact was calculated.
  • Depending on how your organization configures the Impact Type, this field may be required, optional, or absent. 
• Impact Location: Use this field to search for and select any Locations which will benefit from the work done on this Item.
  • Depending on how your organization has configured this Impact Type, you may only be able to choose between the Item's Responsible Location and any Locations nested under it.
  • Note: Your organization can rename the term "Impact Location" to match their internal naming conventions. 

• Your organization may have tied an Attribute to this Impact Type. If so, it will appear on this screen. Select the appropriate Attribute value from its drop-down.
• Click Save to finalize this Impact Type.

Give credit for impact?

This question will only appear if credit splitting has been enabled for this template and you indicated that this Item resulted in a change.

If you don't want to assign credit for this Item, select the No radio button.

If you do want to assign credit, select Yes. The default credit — divided equally between team members — will appear as well as a user search field.

• Use the search field to search for and select any users who should get credit for this Item's impact.
• To remove a user that has already been added to the credit list, hover over their name so that it is highlighted blue and click the x button that appears to its right.
• To change the percentage of credit that a person is getting, click the percentage to the right of their name and enter the correct value. Note that the total of all assigned credit must equal 100%.

Review in the future?

You may be asked to decide when and if this Item should be reviewed.

If you don't want to schedule the Item for review, select the No radio button.

If you do want to schedule the Item for review, select Yes. Additional fields will appear:

• Review On: Enter the date on which this Item should be reviewed.
• Comment: Enter any additional information. The text entered here will be added to the Item as a comment.

Investment

If the Advanced ROI module is enabled for your organization, an “Investment” section may be included on this Resolutions screen. Click the Investment header to open a list of all the Investments that can be added to this Item.

Check the appropriate Investments and log the details as described above.

Submit the Resolution

When you're finished with the Resolution:

• Click Submit for Approval to transition the Item to the Resolution Submitted status and notify the Assigner that their approval is required.