Remove Strategic Action Item from Watchlist

1. About feature

The "Remove Strategic Action Item from Watchlist" feature allows users to remove strategic action items (initiatives) from their custom watchlists in VisionSync. This feature provides users with the ability to manage their custom watchlists.

2. Screen explanation

The “My Workspace” screen contains the following elements.

a. Assigned: The “Assigned” tab in the Strategic Action Items page contains the list of all the strategic action items (initiatives) assigned to the user. The strategic action items will only be added to the list once the user accepts the invitation to that strategic action item. Users can view or edit the strategic action items (initiatives) based on their assigned role in each strategic action item. Users see this list by default.

b. Watchlist: The Watchlist tab in the Action Items allows users to navigate to custom watchlists created by the user.

3. How to perform this feature/functionality?

a. Go to the VisionSync login page.

b. Click on the "My Workspace" icon in the Top-Navigation Bar.

c. You will be redirected to the “My Workspace” page where you can view and manage your assigned, pending, declined, and preferred strategic action items. Also, you can track your watchlists and respond to invitations.

d. You will see two tabs: Assigned and Watchlist - click on Watchlist.

d. To filter watchlists, you can select the plan and the review period for the watchlist you want from the two dropdowns in the top right.

e. The strategic action items saved in that watchlist will be displayed.

f. To remove a strategic action item (initiative) from the watchlist, navigate to the selected strategic action item (initiative) and click on the “Remove” button from the kebab menu against that item.

4. Expected Result

Using the "Remove Strategic Action Item from Watchlist" feature, users can easily manage their custom watchlists by removing strategic action items (initiatives) from them in VisionSync. After removing strategic action items from a watchlist, the removed items will no longer be displayed in that watchlist.

5. Dependencies and Restrictions

The strategic action item from the Assigned list cannot be removed unless you are removed from the assigned users in that strategic action item.