Add Users in Strategic Action Item (Initiative)

1. About feature

The "Add Users in Strategic Action Item (Initiative)" feature in VisionSync enables you to assign a user or multiple users to a strategic action item (Initiative). This feature promotes collaboration, accountability, and effective task management within VisionSync.

2. Screen explanation

The “Users” tab of the Strategic Action Item (Initiative) screen contains the following elements.

a. Search User: This feature allows searching for users who are part of your organization in VisionSync to assign them to the strategic action item.

b. Select Role: This is to select the roles of the assigned users to strategic action items (Initiative).

c. Team List: This displays the list of team members who have been added to the strategic action item along with the status of the invitation (pending, declined, accepted).

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. From the Top-Navigation Bar, select "Strategic Plan".

c. The Strategic Plan screen will open, displaying a list of all the strategic plans created within your organization.

d. Click on the “Build Plan” option against the plan.

e. A new screen will open containing the strategic plan details like assigned organization entities, review period and strategic framework levels (goals, strategy, etc.)

f. Select the organization entity from the top and select the review period of the strategic plan. By default, your default organization entity and current year are selected.

g. Select the strategic plan element (goal, strategy, etc) against which you want to edit strategic action items (initiative) for your organization entity.

h. To add users against a strategic action item (Initiative), click on the “Edit” button against it and go to the “User” tab.

i. Fill in the details like name and user role.

j. Click on “Save and Send Invite” to add users in the strategic action item (Initiative). Once added, the invitation will be sent to the corresponding users.

k. Users with outstanding invitations will continuously receive reminder emails until each respective invitation is acknowledged and accepted.

l. If you decide to add yourself to the strategic action item (initiative), the system will automatically recognize and add you, removing the need for a separate invitation.

k. You can view the list of added users in the Team section.

l. To filter the list of users by invitation status, apply the desired filter (Pending, Declined, Accepted) from the top right of the Team section.

m. You can also see the additional details against each member like Invitation by, Invitation date, and invitation status.

n. You can also resend or withdraw the invitation by clicking on the respective option.

o. To remove the user, select the “Accepted” filter from the Team section and click the “Remove” button against the user you want.

4. Expected Result

Once you have added users to the strategic action item, they will receive a notification of the invitation and will be associated with that strategic action item upon accepting the invitation. You will be notified once they accept or decline the invitation. The user then follows the steps to accept or decline the invitation.

5. Dependency & Restrictions

a. Add users in strategic action items (initiatives) is available to only the users who have permission to do it for their organization entity.

b. Users will only be associated with any strategic action item if they accept the invitation to that strategic action item (Initiative).