Edit Screen
Edit
The edit function is used to edit a business initiative.
Your security determines what you can edit on the form
- Administrator access
- Initiative Editor
- Milestone Editor
- Viewer
When you pick an initiative you will be presented with a form similar to the following:
The Overview/Background field above has business rules which allows the user to change a field in certain circumstances usually associated with the status of that initiative.
:
To use this form, update the fields above and press one of the Save buttons
The fields with the * are required because they are shown on the Board report.
The fields with the + require Approval before they are written into the initative
Buttons
- Check Spelling
- Current Status History
- Save and Continue
- Save and Close – Saves the record which triggers a pop-up screen with a button to press “Record Saved Successfully and approval emails sent as needed”
- Save and New - Saves the record which triggers a pop-up screen with a button to press “Record Saved Successfully” and brings you to the Add Form screen.
- Cancel
- History
- Expand
- Add Milestone -
- Add
Important functions
Check Spelling – The Check Spelling function is used to check the spelling of the initiative. When you click this button all controls that render as foxes that would show more than a line of data
This is documented in the Check Spelling section
Business Initiative Editors
This section will not display unless you are a Lead/Manager.
Milestones
Changing the Milestone status to On-hold or Canceled will notify the Lead’s Manager.
The Revised Due Date cannot be changed to a value before todays date.
Year End Summary
History
The history function shows a list of changes made to an initiative.
You access this function by clicking the History button on the Initiative Edit form. You will get a form similar to the following
Across the top you have a menu
These give the history of different tables within the initiative.
The main form shows a history of changes made to the main section of the history screen.
Each row represents a different change that was made to the initiative. The first columns represent who made the change and the date that change was made. The rest of the columns represent columns from the initiative.
Buttons
- Initiative -
- Milestones – This is a list of milestones associated with that initiative.
- Editor - Clicking this button gives you a list of people who were added and possibly deleted from the initiative.
- Year End – Clicking this button gives you a list of year end records, as well as changes that have been made to those records.
- Approvals/Rejections – Clicking this button gives you a list of items that have been submitted for approval or rejection, as well as a history of changes made to those approval/rejection requests.
Important Functions
Milestone History
The Milestone history screen presents you with a list of milestones. The first column is a link which gives you a history of changes made to that particular milestone.
The print view is displayed on the List view when you do not have write access to that initiative. If you are on the Business initiative edit screen a print function will also display this form.
