About Initiative plan files

When you create an Initiative, you complete a short web form that creates a new Initiative plan file from a behind-the-scenes template. In the Web Client, the new plan file displays as a web page with the Initiative name as the page title. The Initiative’s system-assigned number and name display in the Web browser tab when the plan file page is open:

Example of Initiative number and name outlined in red

Users working with an Initiative need to access its plan file at different points in the Initiative’s life cycle to perform tasks related to that life cycle stage. For example, when creating an Initiative, the requestor typically uses all of the tabs on the page. However, during the active tracking The Initiative approval process stage in which Initiative owners and system admins can update Initiative measure data and milestone status. stage, an owner updating an Initiative’s measure data and milestone status would access content on the [date] Results tab.

Plan file tabs

Initiative plan files are divided into the following tabs:

This tab provides minimal instructions for creating an Initiative, an overview list of the Initiative creation process, and a couple of examples of data cells. If you do not want to see this tab when you create Initiatives, you can disable it by clearing the Enable this tab on launch check box at the bottom left of the tab page and then clicking Save.

NOTE: To make the tab visible again, ask your system administrator to enable it for you.

Initiative requestors use this tab when configuring a new Initiative. The information requestors enter in the Generate a New Initiative Request form displays in the first six fields and the Comment field on this tab.

Opportunities are highly configurable; your organization determines what they are and how to use them. The original intended purpose is to provide a place for Initiative requestors to respond to questions about how the proposed Initiative will contribute to specific organizational goals. Responding to Opportunity questions / instructions is not required by the system but your organization may enforce them procedurally.

This tab allows Initiative requestors to select resources needed for the Initiative, and to provide some general information about each needed resource. Resources available on this tab are set up by your system administrator to reflect your organization’s needs.

This tab is used for adding milestones and measures to an Initiative while the Initiative is being created and during the creation approval process. Each month (or current period), after the Initiative is approved to active tracking, this tab name changes to [date] Results, indicating that the measure data and the milestone statuses can be updated. After the Initiative owner submits the updated measure or milestone data for approval, the tab name changes back to Milestones/Measures.

This tab is named for the current period month and year. This tab is only available when the Initiative is in the active tracking stage. Initiative owners update measure data and milestone statuses on this tab.

This tab provides an overview of an Initiative’s settings, and measure and milestone status. Use this tab to see who is the Initiative requestor, owner, and sponsor; and to view general and milestone comments.

Plan file page tasks

You perform the following tasks from an Initiative plan file.

See also