Import Initiatives in bulk
Axiom Strategy Management can contain as many Initiatives as your organization needs. Since there is the potential to have hundreds of Initiatives, we provided a means for system administrators to import Initiatives in bulk. You can manually enter Initiative information to the system, where the Initiatives can be processed into the system for immediate use.
To import Initiatives in bulk:
- Review the requirements in the following Requirements table.
- Launch the Desktop Client.
- If the Explorer task pain is not open, in the Main tab of the ribbon, click Navigation, and select Explorer.
- In the In the Libraries section of the Explorer task pain, expand the Table Library and then expand !Dimensions.
- Scroll down to and double-click Initiative.
- In the Open Table in Spreadsheet dialog, click OK.
- In the Initiative spreadsheet, scroll down to the first blank row. Add information starting with the Description column.
NOTE: Do not add a number in the first column; the system will add the number after you save the spreadsheet.
- In the Main ribbon tab, click Save.
- In the Web Client Navigation panel, click Admin > Maintenance.
- On the Maintenance page, click the Import tab.
- Click the Process Plan Files button to integrate the imported Initiatives into active tracking.
Requirements
Before you begin, you need the following information for each Initiative. The fields are either required or need to contain information to avoid data displaying incorrectly in some forms.
| Data field | Format | Description | Lookup location |
|---|---|---|---|
| Description | Text | Initiative name | NA |
| LongDesc | Text | Detailed description of Initiative | NA |
| Objective | Number | Objective to which the Initiative belongs | Table Library> Dimensions> Objective |
| Department | Number | Department the Initiative applies to, if applicable; otherwise, enter “0” for None | Table Library > Dimensions > DEPT |
| Owner The user responsible for ensuring that the Initiative is executed and that its measure data and milestone statuses are updated according to schedule. The Initiative owner is also responsible for reviewing the Initiative during the creation approval process. | Username | User who owns the Initiative | Security Manager |
| Sponsor The user who authorizes Initiatives, including those that are proposed by someone else and those that they propose. The Initiative sponsor does not create Initiatives but instead provides authority for work to be done on Initiatives. The sponsor also reviews and approves Initiatives during various stages in Initiative approval processes. | Username | User who sponsors the Initiative | Security Manager |
| Status | Number | Enter 0 because at this point, the milestones do not have status yet. | Table Library > Strategy Management > Data > Status |
| Workstream | Number | Workstream for Initiative, if applicable; otherwise, enter “0” for None | Table Library > Strategy Management > Data > Workstream |
| PhysicianImpact | TRUE/FALSE | If the Initiative impacts physicians, enter “TRUE”, if not, enter “FALSE” | NA |
| Category | Number | Select a category for the Initiative; otherwise, enter ”0” for None | Table Library > Strategy Management > Data > InitiativeCategory |
| CapitalInvolved | TRUE/FALSE | If the Initiative requires capital, enter “TRUE’, if not, enter “FALSE” | NA |
| ApprovalDate |
Date & Time M/dd/yyyy 0:00 AM/PM |
Date the Initiative was approved for Active Tracking for first time IMPORTANT: If you do not enter an approval date, the Initiative status will not be correctly represented in the plan file after import. |
NA |
| ApprovedBy | Username | User who approved the Initiative to Active Tracking for first time | Security Manager |
| Active | TRUE/FALSE | Whether the Initiative is currently active | NA |
| Archived | TRUE/FALSE | Whether the Initiative is currently archived | NA |
| InitiativeTemplate | Text | Template used to build the Initiative; SM Main if created in Axiom Strategy Management | File Groups > Strategy Management – Requests\Templates |
| InitiativeShowOnColumn | TRUE/FALSE |
Enter “TRUE” to ensure a plan file is created for the Initiative when the administrator uses the Import utility. |
NA |
| InitiativeRequestor | Username |
User who created the Initiative IMPORTANT: Do not leave the InitiativeRequestor field blank because this could cause unintended data issues. |
Security Manager |
| InitiativeRequestComment | text | Comment added by requestor in Comment field of Generate a New Initiative Request form | Optional |
| InitiativeSource | SM (or other) | Indicates Axiom product in which Initiative request originated. Enter “SM” for Strategy Management; otherwise, enter code for other integrated product, such as Comparative Analytics (CompA) | NA |
