Archiving Kaizens

Archiving Kaizens is a great way to clean up the list of Kaizens to exclude older events, or to put a Kaizen that is 'on hold' in a stasis mode to stop task due alerts.

 

Video Help

Step

Click Visual

1

From the Kaizen Set Up Tab

Click the "Archive" button

 

By doing so the following happens:

 

- The Kaizen will no longer be visable on the MyKaizens or Find Kaizens screen unless you choose to "Include" or "Show Only" Archived items.

 

- Kaizens will not be inlcluded in any queries you have created UNLESS you adjust the query to "Include" or "Show Only" Archived Items.

 

- Task alerts will be stopped for Kaizens that are archived regardless of due date or % complete.

 

Video Help

2

The Archive button will now show "Restore From Archive"

 

The archive icon will appear next to the Kaizen Name

3

Finding Archived Kaizens

 

When searching for archived items, be sure to click "Include Archived..." Or "Archived Only..." on the query set up

 

 

 

 

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