An initiative belongs to a specific measure and location pair. You must create the first initiative for a measure and location pair in the dashboard in a book, map, or view. Then, you can create additional initiatives in the dashboard or in Setup➛Initiatives.
After creating an initiative or initiative tree, consider using Copy or Copy as template to create new initiatives.
How to create an initiative for a measure and location pair
1 To choose the measure and location pair in which to create a new initiative, perform one of the following tasks:
In a book, map, or view, select a measure and location pair and open the dashboard. Then, select Initiatives.
In Navigation Pane, select Initiatives. Then, use Search or Edit Favorites to display initiatives. In the main window, select an initiative and choose Open Initiative Detail.
2 In Overview, choose Edit. Figure 4‑10 shows initiatives for the Customer Complaints measure at the Eastern US location.
Figure 4‑10 Initiatives for the Customer Complaints measure
The initiative toolbar appears, as shown in Figure 4‑11.
Figure 4‑11 The initiatives editing toolbar
3 To create a new initiative, perform one of the following tasks:
To create a root initiative, select the measure and location name below the toolbar, and choose Add initiative. The new initiative appears at the top level, as shown in Figure 4‑12.
Figure 4‑12 Creating a root initiative
To create a subinitiative, select an existing initiative, and choose Add initiative. In Figure 4‑13, the new initiative is created as a subinitiative of the Review call handling process initiative.
Figure 4‑13 Creating a subinitiative
4 Type a name for the new initiative.
5 Choose Save.
Using Copy to create an initiative
Copy or Cut copies all initiatives and initiative data from the selected branch. Initiative data includes the initiative name, description, data, and commentary.
Pasting an initiative below a data initiative converts the parent initiative to a group initiative.
How to cut, copy and paste an initiative
1 In Overview, choose Edit. Then, select an initiative.
2 Perform one of the following tasks:
To copy the selected initiative, choose Copy.
To copy and delete the selected initiative, choose Cut.
3 To create a copy of the initiative, choose Paste. The copied initiative or initiative branch is created as a subinitiative of the selected initiative.
4 Choose Save.
Using Copy as template to create an initiative
Copy as template copies all initiatives in the selected branch. For each initiative, Copy as template copies the initiative name, description, subinitiatives, and subinitiative weightings.
Pasting an initiative below a data initiative converts the parent initiative to a group initiative.
How to copy an initiative as a template
1 In Overview, choose Edit. Then, select an initiative.
2 Choose Copy as template.
3 To create a copy of the initiative, choose Paste. The initiative or initiative branch is created as a subinitiative of the selected initiative.
In a book, map, or view, select a measure and location pair and open the dashboard. Then, select Initiatives.
