Initiative Approval process tasks by page

There are four Initiative pages, some or all of which can be used in Initiative approval processes:

Initiatives home page – Lists all Initiatives in the system to which you have access. Provides links to Initiative routing pages and plan files.
Initiative plan file page – Configure, update, submit, and approve a single Initiative.
Initiative approval routing page – Submit, approve, or reject a single Initiative; view all process activity for the Initiative. Provides a link to the Initiative’s plan file page.
Initiative approval process page – View all your Initiative approval tasks in one place, view all your Initiative requests if you created any Initiatives, and view all Initiatives in the system to which you have access. Submit, approve, or reject Initiatives from this page. Provides links to each Initiative’s approval routing page.

While each page has a particular focus, they all provide some sort of access to Initiative approval process activities. What you can do on each page depends on your user role and whether you are a creator, owner, sponsor, or approver for any Initiatives. The following tables list Initiative approval process tasks you can perform on each page, based on your Initiative role.

Initiatives page

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Initiatives page example

User role	Task	What you can do
Initiative creator / requestor	Step 1: Initiative Creation	To start a new Initiative, click the Create New Initiative link.
Initiative owner	Step 2: Owner Review	To view Initiatives ready for your review, click the Owner Review tile and then filter the Owner column by your username. To access the Initiative’s approval routing page, click the bookmark icon (). To review or edit the Initiative, click the folder icon () to open the Initiative’s plan file.
	Step 5: Active Tracking (update measure data and milestone status)	To view Initiatives ready for updating, click the Active Tracking tile and then filter the Owner column by a selected owner. To update measure data and milestone status, click the folder icon () to open the Initiative’s plan file. To access the Initiative’s approval routing page, click the bookmark icon ().
	Step 7: Complete an Initiative	To view Initiatives ready for resetting by the system administrator or to be approved to Complete status if the Initiative has reached its end of life, click the Pending Reset tile.
Initiative sponsor	Step 3: Sponsor review	To view Initiatives ready for your review, click the Sponsor Review tile, and then filter the Sponsor column by your username. To review or edit the Initiative, click the folder icon () to open the Initiative’s plan file. To access the Initiative’s approval routing page, click the bookmark icon ().
Initiative sponsor	Step 6: Active Review	To view Initiatives ready for your review, click the Active Review tile, and then filter the Sponsor column by your username. To approve measure data and milestone updates, click the folder icon () to open the Initiative’s plan file page. To reject or approve updates, click the bookmark icon () to access the Initiative’s approval routing page.
Initiative approver	Step 4: Committee approval	To view Initiatives ready for review and approval, click the Committee Approval tile. To review and approve the Initiative, click the folder icon () to open the Initiative’s plan file. To reject, terminate, or approve the Initiative, click the bookmark icon () to access the Initiative’s approval routing page.
System administrator	Step 7: Pending reset	To view Initiatives ready for reset back to Active Tracking, click the Pending Reset tile. To review the Initiative, click the folder icon () to open the Initiative’s plan file page. To view process activity for the Initiative, click the bookmark icon () to access the Initiative’s approval routing page.

Initiative plan file page

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Initiative plan file page example

User role	Task	What you can do
Initiative creator / requestor	Step 1: Initiative Creation	For instructions on creating Initiatives, review the Overview tab. To hide the Overview tab in the future, clear the Enable this tab on launch check box, and then click Save. Configure the Initiative, and then click Save. To submit the Initiative for approval, click Submit.
Initiative owner	Step 2: Owner Review	Review information on all tabs and edit any information if needed. To hide the Overview tab in the future, clear the Enable this tab on launch check box, and then click Save. To approve the Initiative for sponsor review, click Submit. NOTE: You cannot reject an Initiative from this page.
	Step 5: Active Tracking (update measure data and milestone status)	To update measure data, click the [date] Results tab. To update milestone status, click the [date] Results* tab. To save changes, click Save. To submit the updated data for review by the sponsor, click Submit. *This tab is only available when the Initiative is in the Active Tracking stage.
	Step 7: Complete an Initiative	To review information to confirm the Initiative is ready to be marked as Complete, click the various tabs. To mark the Initiative as Complete, click Submit.
Initiative sponsor	Step 3: Sponsor Review	Review information on all tabs, and edit any information if needed. To hide the Overview tab, clear the Enable this tab on launch check box, and then click Save. To save changes, click Save. To approve the Initiative for Committee approval, click Submit. NOTE: You cannot reject an Initiative from this page.
Initiative sponsor	Step 6: Active Review	To review updated measure data and milestones, click the Milestones/Measures tab. To approve the updates, click Submit. NOTE: You cannot reject an Initiative from this page.
Initiative approver	Step 4: Committee Approval	View Initiative information in the Summary tab. To approve the Initiative to Active Tracking stage, click Submit. NOTE: You cannot reject an Initiative from this page.
System administrator	Step 7: Pending Reset	Review the Initiative, if desired, before resetting to Active Tracking. IMPORTANT: You cannot reset an Initiative to Active Tracking from this page. If you click the Submit button, the Initiative is set to Complete. Reset the Initiative from the Admin Maintenance page instead.

Initiative approval routing page

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Initiative approval routing page example

User role	Task	What you can do
Initiative creator / requestor	Step 1: Initiative Creation	To submit the Initiative for review and approval, click Submit. View all steps in the current approval process. To review all process activity and comments for the Initiative, click the All Process Activity tab.
Initiative owner	Step 2: Owner Review	Approve an Initiative, and add a comment. Reject an Initiative, and add a comment. In the All Steps tab, review all process steps for the Initiative. To review all process activity and comments for the Initiative, click the All Process Activity tab.
	Step 5: Active Tracking (update measure data and milestone status)	To submit the updated Initiative for approval after updating the Initiative measure data and (if needed) milestone status on the plan file page, click Approve. To view the Initiative plan file page, click the Open Initiative link. View all steps in the current approval process. To view all process activity and comments for the Initiative, click the All Process Activity tab.
	Step 7: Complete an Initiative	To set the Initiative as Complete (to be done only when an Initiative has run its course and is no longer active), click Approve. If the Initiative is not ready to be marked Complete, do nothing; the Strategy Management admin will reset it back to Active Tracking. To view the Initiative plan file page, click the Open Initiative link. View all steps in the current approval process. To view all process activity and comments for the Initiative, click the All Process Activity tab.
Initiative sponsor	Step 3: Sponsor Review	To view the Initiative’s plan file page, click the Open Initiative link. To approve the Initiative to Committee Approval stage, click Approve. To send the Initiative back to the owner, click Reject. View all steps in current approval process. To view all process activity and comments for the Initiative, click the All Process Activity tab.
Initiative sponsor	Step 6: Active Review	To approve measure data and milestone updates, click Approve. To send the Initiative back to the owner to fix data or milestone status, click Reject. To view the Initiative measure data, and read milestone comments, click the Open Initiative link. View all steps in the current approval process. To view all process activity and comments for the Initiative, click the All Process Activity tab.
Initiative approver	Step 4: Committee Approval	To view the Initiative’s plan file page, click the Open Initiative link. To approve the Initiative to Active Tracking stage, click Approve. To send the Initiative back to the sponsor, click Reject. View all process activity for the Initiative, including comments. To view all process activity and comments for the Initiative, click the All Process Activity tab.
System administrator	Step 7: Pending Reset	To view the Initiative’s plan file page, click the Open Initiative link. To send the Initiative back to the sponsor, click Reject. View all steps in the current approval process. View all process activity for the Initiative, including comments. IMPORTANT: You cannot reset an Initiative to Active Tracking from this page. If you click the approve icon, the Initiative is set to Complete.

Initiatives approval process page

NOTE: The only way to navigate to this page is from the Task link in the Initiative Process Summary section on the Dashboard.

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Initiative approval process page example

User role	Task	What you can do
Initiative creator / requestor	Step 1: Initiative Creation	View your current tasks. To submit an Initiative you created, click the approve/submit () icon. To see approval process history, click the Initiative name to access the approval routing page. To view all Initiatives you created and see where they are in the approval process, from the View menu, select My Requests.
Initiative owner	Step 2: Owner Review	View your current tasks. Click the Initiative name to access the Initiative’s approval routing page and see approval process history. To approve an Initiative you reviewed, click the approve icon (). To reject an Initiative you reviewed, click the reject icon ().
	Step 5: Active Tracking (update measure data and milestone status)	View your current tasks. Click the Initiative name to access the Initiative’s approval routing page, and from there, click the Open Initiative link to update measure data and milestone status. To submit the Initiative for Active Review after updating its measure data and milestone status, click the approve/submit icon () .
	Step 7: Complete an Initiative	View your current tasks. To approve an Initiative to Complete stage, click the approve icon (). To reject an Initiative you reviewed, click the reject icon ().
Initiative sponsor	Step 3: Sponsor Review	View your current tasks. To access the Initiative’s approval routing page and see approval process history, click the Initiative’s name. To approve an Initiative you reviewed, click the approve icon (). To reject an Initiative you reviewed, click the reject icon ().
Initiative sponsor	Step 6: Active Review	View your current tasks. Click the Initiative name to access the approval routing page, and from there, click the Open Initiative to view updated measure data and milestone status. To approve an Initiative, click the approve icon (). To reject an Initiative, click the reject icon ().
Initiative approver	Step 4: Committee Approval	View your current tasks. To approve an Initiative, click the approve icon (). To reject an Initiative, click the reject icon ().
System administrator	Step 7: Pending Reset	View your current tasks. IMPORTANT: You cannot reset an Initiative to Active Tracking from this page. If you click the approve icon, the Initiative is set to Complete.