Add/Edit Progress Tracking Status in Strategic Framework

1. About feature

Adding/editing progress tracking status value for a strategic framework in VisionSync allows users to define status and use it while adding/editing the progress updates of the actionable item (initiative). By setting the status of the task, users can easily monitor the progress of the actionable item at a given time and take corrective measures if necessary.

2. Screen explanation

Once you have created a strategic framework, you can add/edit progress tracking status against each strategic framework. Select the strategic framework for which you want to add/edit progress tracking status and click on the "Settings" button from the dropdown menu.

The “Strategic Framework - Settings” window contains the following elements.

a. Tabs: This segregates the settings window into multiple categories like “Progress Measurements”, “Actionable item (Initiative) Status”, “Task Status”, “Progress Tracking” and “Actionable item (Initiative) User Roles”.

b. Progress Tracking Status Form: This form allows users to add status types for progress tracking of actionable item (initiative) level in a strategic framework. These statuses are available while creating/editing the progress in the actionable item.

c. Default Status Fields: These status types exist in a strategic framework by default. These fields can be edited or removed if required.

d. Hint Text (Optional): This field can be used to provide users with contextual guidance, such as explanations of different statuses used to track progress.

For example, if the status is "on-track", hint text could be included to provide clarification on what on-track means for an item.

e. Color Code (Required):: This option provides users with the ability to assign a specific color to each status field of their choice, providing visual differentiation and easy identification of different stages.

f. Add Value Button: This button allows users to add a new status type for progress tracking in a strategic framework.

g. Save Button: This button allows users to save the progress tracking status in the strategic framework.

3. How to perform this feature/functionality?

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

b. Click on the "Framework" option from the More dropdown in the Top-Navigation Bar.

c. Select the strategic framework for which you want to add/edit progress tracking status and click on the "Settings" button from the dropdown menu.

d. On the "Strategic Frameworks - Settings" page, go to the “Progress Tracking Status” tab.

e. To add a new status value, click on the “Add Value” button and enter the name for the status.

f. To edit the status, click on the “Edit” button against the status and make the required changes. You can also enable bulk editing mode by clicking “Edit All” and make the changes against all progress tracking statuses in one go.

g. To remove any status, click on the “Remove” button against the status.

h. Click on the "Save" button to add the Progress Tracking Status to the strategic framework.

4. Expected Result

Once you have added/edited progress tracking status to a strategic framework, you can view and update them on the "Settings" page for that strategic framework. These progress tracking status options will be available for actionable items (initiative) while doing the progress updates.

5. Dependency or Restriction

a. The strategic framework settings add/edit option will only be visible to administrators and whosoever has permission to add/edit the strategic framework.

b. Users will not be able to remove the progress tracking status value if it is associated with any progress update of the actionable item (initiative) of any strategic plan.