Configuring questions for retrospective status updates

You can add, edit, or include/exclude optional questions used to capture narrative inputs for the retrospective project analysis status update. You can configure up to 30 questions, with a user entry of up to 2500 characters.

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To configure questions for retrospective status updates:

  1. From the Axiom Capital Tracking home page, click Edit Drivers.

    NOTE: To access this location from the Cap Tracking Admin task pane, in the Administration section, double-click Purchase Request Drivers.

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  2. From the Retrospective tab, click Retro Status Updates.

  3. In the Description column, type the question.
  4. In the Required to Save? column, do one of the following:
    • To require the user to answer the question before saving the purchase request, click the toggle to Yes.
    • To allow the user to save the purchase request without answering the question, click the toggle to No.
  5. In the Help Text column, type further information to help the user answer the question.
  6. After making your changes, in the upper right corner of the page, click Save.
  7. At the confirmation prompt, click OK.