Delete aborted Initiatives

Strategy Management system administrators can purge aborted Initiatives from the system using the Delete Aborted Initiatives data utility.

Axiom Strategy Management is designed to house hundreds of Initiatives. Once an Initiative is submitted for Owner approval, it begins to accrue a historical record. Each time an Initiative moves to another stage in the approval process, reviewers and approvers can add comments that also become a part of the historical record. Initiatives and their related data are stored in several data tables in the system.

Some Initiatives get aborted because they are not needed, are duplicates, were created in error, etc. Initiatives can be aborted at two steps in the Creation Approval process: Step 4 – Committee Approval, and Step 5 – Active Tracking. Initiatives must be terminated using the abort process at one of these steps in order to be deleted using the Delete Aborted Initiatives data utility.

NOTE: Initiatives that have been denied should not be confused with aborted Initiatives, or completed Initiatives.

To delete aborted Initiatives from the system:

  1. In the Navigation panel, click Admin > Maintenance.

  2. On the Maintenance page, click the Data Utilities tab.
  3. Click the Delete Aborted Initiatives button.
  4. In the Select aborted Initiative plan file(s) to be deleted dialog, do one of the following:
    • For each Initiative to delete, select the check box to the left of the ID number.

    • To delete all listed Initiatives, select the check box in the header row.

  5. Click Yes.

    A small confirmation message displays at the bottom of the page:

The utility removes the selected aborted Initiatives and any related data from the following tables:

  • Initiative table
  • InitiativeMilestoneData
  • InitiativeMeasureData
  • InitiativeMilestone
  • InitiativeMeasure
  • InitiativeResource
  • InitiativeOpportunity