Update measure data for an Initiative
The Initiative 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. usually updates an Initiative’s measure data each current period The period of time that you want calculations to be based on in the Axiom Strategy Management system. A system administrator sets and updates the current period., when the Initiative is in the Active Tracking The Initiative approval process stage in which Initiative owners and system admins can update Initiative measure data and milestone status. step. After updating, the owner submits the Initiative for approval by the Initiative’s 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..
To update an Initiative’s measure data:
- Open the Initiative’s plan file page.
- Click the [date] Results tab.
- In the Measure section, locate the desired measure, and enter the new data in the Value column.
- (Optional) In the Comment field, type a comment about this period’s measure data.
- To update additional measures this period, repeat steps 6 and 7.
- Click Save.
- To submit the Initiative for sponsor review, click Submit.
- In the Approve Initiative [#] dialog, type a comment in the Comments field and then click Approve.
The system takes you to the Initiative approval routing page where you can see who is assigned to the next step.
NOTE: Both the Previous and Next steps display as grayed out unless you are a system administrator.
