Abort an Initiative

Sometime you may have an Initiative that does not get used, gets replaced by another Initiative, is created in error, or is a duplicate of another Initiative. If you determine that an Initiative and all of its related data need to be removed from the system, you can abort the Initiative.

Initiatives can be aborted at two steps in the Creation Approval process: Step 4 – Committee Approval, and Step 5 – Active Tracking, and at Step 5 – Active Tracking in the Initiative update approval process.

NOTE: Initiatives that have been denied or completed should not be confused with aborted Initiatives. Generally speaking, you want to preserve the data record for completed and denied Initiatives.

To abort an Initiative, you must have one of the following roles at the listed steps:

  • Initiative Owner – Step 5, Active Tracking
  • Initiative Approver – Step 4, Committee Approval
  • SM Administrator – Step 4 and Step 5 (administrator can also move an Initiative to a step where it can be aborted)

To abort an Initiative:

  1. Click the bookmark icon (/) to go to the Initiative’s approval routing page.
  2. On the Initiative’s approval routing page, Step 4 or Step 5 will be the Current step, depending on your user role. Directly beneath the Current label, click the This Initiative will not be used for the Strategy Dashboard link.

  3. In the Abort Initiative [#] dialog, enter a comment about why the Initiative is being aborted, and then click Abort.

    The Initiative’s approval routing page displays grayed out, with the message “This process was aborted on [date] by [user name].”

You can view a list of aborted Initiatives on the Initiative approval process page. For more information, see Filter the tasks list by Process Status, Process Step, or Current Owner in Manage your Initiative approval tasks.