About Initiative roles

Initiatives are associated with a number of user roles, most of which are related to the Initiative approval processes.

Initiative Creator – The system administrator assigns this role. The Initiative creator creates and submits Initiatives for review and approval. This role is required to create Initiatives. If a system administrator wants to create Initiatives in the Web Client, they must also have this role.

NOTE: In the system, the person who created an Initiative is referred to as that Initiative’s Requestor.

Initiative Owner – The Initiative creator assigns this role when creating an Initiative. The owner is responsible for ensuring that the Initiative is executed and that its measure data and milestones status are updated according to schedule. During the Owner Review stage of the Initiative creation approval process, the owner reviews the Initiative for completeness before submitting it for review by the sponsor. This role is required for all Initiatives.

Initiative Sponsor – The Initiative creator assigns this role when creating an Initiative. The sponsor 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.

Initiative Approver – The system administrator assigns this role. The person responsible for approving Initiatives at the Committee Approval stage of the Initiative creation approval process. Multiple people can have this role, but it takes only one to grant final approval to an Initiative. All people with the Initiative Approver role can approve any Initiative in the system. There is no way currently to assign specific approvers for specific Initiatives.