Copy Strategic Action Item (Initiative)

1. About Feature

This feature allows users to create a duplicate of an existing strategic action item (initiative). The copied actionable item (initiative) can be placed in the same organization entity or a different one, and within any valid hierarchy level (Goal → Strategy → etc.) defined by the Strategic Framework. Users may also choose to copy related items such as Users, Tasks, Comments, and Documents.

2. Screen Explanation

A strategic action item (initiative) can be copied using two entry points, both opening the same copy interface:

a. Copy Icon inside Edit Modal Inside the actionable item (initiative) edit modal, a Copy icon is available on the right vertical action bar. Clicking it opens the Copy window.

b. Copy Option from Kebab Menu In all Build Plan views (Board, Hierarchy, and Table), the actionable item (initiative) has a kebab menu with a Copy option. Selecting it opens the same Copy window.

Copy Window Elements: c. Actionable Item (Initiative) Summary: Displays the name of the actionable item (initiative) being copied.

d. Organization Entity Selection Dropdown: Shows the current organization entity preselected. Users may choose any other organization entity as the target.

e. Target Hierarchy Selection: Users select the desired Goal, Strategy, or other Strategic Framework levels under which the copy will be placed. Only valid hierarchy levels defined in the Strategic Framework are shown.

f. Copy Options (Checkboxes): Users can choose which related elements to duplicate:  ☑ Users  ☑ Tasks  ☑ Comments  ☑ Documents Only the selected items will be included in the new actionable item (initiative).

g. Copy Actionable Item Button: Executes the duplication and places the new actionable item (initiative) in the selected location.

3. How to Perform this Feature/Functionality?

Method 1 — From the Edit Modal a. Log in to your VisionSync account using your credentials. b. From the left-side navigation bar, click Plan. c. Open the strategic plan using the Build Plan option. d. Select the appropriate organization entity and review period. e. Click Edit on the actionable item (initiative). f. Click the Copy icon in the right vertical action bar. g. The Copy window will open.

Method 2 — From Build Plan Views (Board / Hierarchy / Table) h. Locate the actionable item (initiative). i. Open its kebab menu and select Copy. j. The same Copy window will appear.

Complete the copy (common steps): k. In the Organization Entity dropdown, the current entity is preselected; modify it if needed. l. Select the target Goal, Strategy, or other hierarchy level. m. Choose which items to copy (Users, Tasks, Comments, Documents) using the checkboxes. n. Click Copy Actionable Item to create the duplicate.

4. Expected Result

A new strategic action item (initiative) will be created at the chosen destination. Any checked items (Users, Tasks, Comments, Documents) will be included in the copy. The new actionable item (initiative) is independent and can be edited or deleted without affecting the original.

5. Dependencies and Restrictions

a. The actionable item (initiative) can be copied to the same or a different organization entity. b. The review period cannot be changed; the copy must remain in the same review period as the original. c. Only selected elements (Users, Tasks, Comments, Documents) will be copied. d. Multiple copies may exist across different entities and hierarchy levels. e. User permissions for the target organization entity determine whether the copy action is allowed.