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

 

Initiatives Create.png

 

​3. A new page will appear where you will need to enter​:

  • The name of the Initiative

  • A description of the Initiative

  • Assign it to a Transition Card or SDGs Alignment Card

Those marked with * are required fields

Initiatives Details Form.png

 

4. Next you will need to assign Organisations. That can be done by either:

​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:

  • Name

  • Email

  • Website

  • 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

Initiatives Search.png

 

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

Initiatives Edit.png

 

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

Initiatives Delete.png


Help on importing Initiatives can be found here