The Approval Dashboard lists every Kaizen that is waiting for approval of a due date change. This article explains why approvals are needed and what the dashboard shows.
What is a due date approval?
When you create a Kaizen, you fill in several information fields, including a Start Date and a Due Date. These mark the start and end of the Kaizen.
For more about these fields, see Add and edit fields when creating a Kaizen.
Sometimes a Kaizen is delayed and its due date has to change. Because a Kaizen needs time, planning, labor and other resources, your company may require an approval before the due date can change.
The approver reviews the reason for the change and checks that the new date is realistic.
When you request a due date change, you must select a reason. Admins define these reasons in Kaizen Settings under Revised Due Date Reasons, so they match your company's processes. See Add a revised due date reason.
Many employees can request due date changes at the same time. Every Kaizen with a pending due date change is listed in the Approval Dashboard.
What the Approval Dashboard does
The dashboard lists all Kaizens with pending approvals. It opens with the Open filter applied by default (the Filters button shows 1), so you see the items that need your attention first.
From the toolbar, you can:
search for a Kaizen with the Search by Id and title box
Group By a field
choose columns and refresh the list
switch between Table and List views
export to Excel with the Excel icon at the top right
The list shows these columns: Id, Project Title, Requested By, Requested On, Current Due Date, Revised Due Date, Reason for Revised Due Date, Module, Status and Action.
Use the Action button to approve or refuse a request.
Who can do this: whether you see the Action button depends on your user rights.
Good to know
Approvers receive an email and in-app notification when a due date extension is requested.
Non-admin users must choose a reason code when they revise a due date.
On the Kaizen Dashboard, the due date column is now called Revised Due Date. The dashboard also shows how many days a project is delayed compared with its original due date, and how many times its due date has been changed.
Due date extension exports in Excel include the Revised Due Date Reason and Kaizen Project ID columns. A Delay Management Excel export is also available.