Manage initiatives

Admin users can add new organizational initiatives and update existing initiatives, or delete a initiative. Initiatives are the big picture items that have goals and projects associated with them.

To add a new initiative:

1. Click Initiatives. The Initiative Management page appears.

   

2. Click Add Initiative. The Add New Initiative page appears.

   

3. Do the following:

          a.  Enter a Name.
          b.  Select a Number.
          c.  Select a Priority level.
          d.  Enter a Description.
          e.  Enter a start and end date, or select one from the calendar.
          f.  Select all Assigned Department(s).
          g.  Select the desired Goal.

4. Click Save.

To manage an existing initiative:

1. Click Initiatives. The Initiative Management page appears.

2. Next to the initiative you want, do any of the following:

   To...	Then...
   Edit an initiative	a.  Click .  The Edit Initiative page appears. b.  Make any desired changes. c.  Click Save.
   Delete an initiative Note: You can only delete an initiative that is not associated with a goal.	a.  Click .  A pop-up appears. b.  Click Yes.