Initiative Configuration

An administrator configures initiatives to determine their default settings and to control whether new and modified initiatives must proceed through an approval workflow.

Prerequisites

You are running the administration application as the strategy management administrator. If Administration is unavailable to you, it means you are not running the administration application with an administrator username and password.

Features

You can do any of the following tasks when configuring an initiative:

To allow users to display initiatives across all contexts, select the Display Initiatives Across Contexts option. This adds a Show All Initiatives (Across Contexts) option in the Show dropdown list in the Initiatives tab.

If a user selects Show All Initiatives (Across Contexts) in the Initiatives tab, then all initiatives from all contexts that are available to that user's role are displayed in the list, respecting whatever filters are applied. Users see a superset of contexts according to all their role assignments. That is, if a user is a member of the Development role for Context A and the Executive role for Context B, then that user sees both Context A and Context B in the list.

If you have a large number of contexts with a large number of initiatives in your implementation, it may be impractical to allow users to display such a large number of initiatives at a time. To remove the Show All Initiatives (Across Contexts) feature, deselect Display Initiatives Across Contexts.
To allow initiative authors to specify an initiative type when creating initiatives, you can select the initiatives types to make available in the Initiatives tab. An initiative type is a categorization that denotes the initiative's purpose. Corrective action, risk mitigation, and strategic are all examples of initiative types.

You can rename initiative types, add your own initiative types, and delete initiative types.

When an initiative author creates an initiative, they can assign one of the initiative types to the initiative. Initiative users see the initiative type in the table if they select that column of information for display.
Create your own initiative attributes and rename them, add options, or remove them from the application
Add your own text fields. When the author creates a custom initiative, the text field appears and prompts the author for a value.

The attribute appears in the Initiatives Summary screen.
Indicate which fields, such as name, description, type, start, target end, and so on, are mandatory.
Indicate whether new and modified initiatives in predetermined contexts need to go through an approval workflow process before they become available to end users for use. When enabled, approvers receive an email notification when an owner or author makes a change to an initiative, and the email directs the approver to the specific initiative for review and approval. By default, this option in the system is set to No approval required. For more information, see Requiring Approval of New and Modified Initiatives.

Activities

To set initiative defaults, choose Start of the navigation path Administration Next navigation step Configure Initiatives End of the navigation path .