Initiatives Quick Guide

Initiative Life-Cycle

Initiatives are used to implement ideas from a concept or idea through to completion resulting in an expected performance uplift....

Key initiative components – what they are and when are they needed

Initiative summary page The initiative summary page is the first page seen when opening an initiative and includes: Overall Summary:...

How to create an initiative

Initiatives can be created in one of two ways: Generating an initiative from an existing idea (in which case the...

How to add initiative images and files

Images and Files Images and documents can be uploaded to the initiative at any time including analysis and reference files....

How to add comments to an initiative

If want to get feedback on your initiative you need to open up the initiative to comments. Note: this will...

Searching for initiatives

Initiative pages (listing initiatives) Initiatives can be found in three different locations (in additional to the ‘Home’ section if the...

Defining initiative pages and edit rights

Initiative owners can use the initiative ‘Settings’ page to: Give other users full initiative edit access and make individuals gate...

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