Creating Initiatives
Creating a new Initiative
1. Select the Initiatives icon in the left-hand side navigation bar
2. Click on + Create New at the top of the page
3. A new page will appear where you will need to enter:
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The name of the Initiative
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A description of the Initiative
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Assign it to a Transition Card or SDGs Alignment Card
Those marked with * are required fields
4. Next you will need to assign Organisations. That can be done by either:
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Select Existing from the pre-populated list in the drop-down menu
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Or Create A New Organisation. To learn how click here
5. For those Initiatives that have a start and finish date you can enter these dates here
These dates will be used to display or remove Initiatives on a Transition Card or SDGs Alignment Card at a particular date.
For Initiatives that are ongoing you do not need to add a date
6. Enter contact details for the Initiative, such as:
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Name
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Email
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Website
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Position
7. Scroll down and select Create on the bottom right-hand side to save and create the Initiative.
Search and Update an Initiative
1. Search for an Initiative by typing it into the search bar at the top left-hand corner of the screen
2. Click Show alongside the Initiative you wish to update
3. A new page will appear showing the details of the Initiative
4. Click on the Details tab to edit Initiative details
5. A new page will appear where details of the Initiative can be edited
6. To save these updates scroll down and select Update Initiative on the bottom right-hand side
Delete an Initiative
1. To delete an Initiative, click Delete alongside the name of the Initiative on the Initiative summary page
2. A confirmation message will appear asking you to confirm that you wish to delete the Initiative
3. If you are sure you wish to proceed select OK
4. A success message will appear on the bottom right-hand corner of the page confirming the Initiative has been deleted
