Create Initiatives

Creating Initiatives

1. Creating a new initiative

1. Select the ‘Initiative’ icon in the left hand side navigation bar

2. Click on “+ Create New” button at the top of the page next to the Initiatives title

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

Those marked with * are required fields

4. Next you will need to assign organisations, that can be done by either:

Select Existing from pre-populated list
Or Create A New Organisations

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 at a particular date.
For initiatives that are ongoing you do not need to add a date

6. Enter contact details for the initiative, including contact details such as:

Name
Email
Website
Position

7. Select Create Initiative to save and create the initiative.

2. Search, Update or delete an Initiative

Updating Initiatives

Search for an Initiative by typing it into the search bar at the top left-hand corner of the screen
Click "show" alongside the Initiative you wish to update
A new page will appear showing the details of the Initiative
Click on the “Details” Tab to edit Initiative details.
A new page will appear where details of the Initiative can be edited
To save these updates select "Update Initiative"

Deleting Initiatives

To delete the initiative click “delete” alongside the name of the initiative name on the Initiative summary page
A confirmation message will appear asking you to confirm that you wish to delete the initiative
If you are sure you wish to proceed select “ok”
A success message will appear on the bottom corner of the page confirming the initiative as been deleted.