Add/Edit Strategic Action Item (Initiative) Status in Strategic Framework

1. About feature

Adding/editing strategic action item (Initiative) status value for a strategic framework in VisionSync allows users to define status and use it while creating/editing strategic action items. By setting the status of a strategic action item (Initiative), users can easily monitor the current state of a strategic action 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 the strategic action item (initiative) status against each strategic framework. Select the strategic framework for which you want strategic action item (initiative) 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”, “Strategic Action item (Initiative) Status”, “Task Status”, “Progress Tracking” and “Strategic Action item (Initiative) User Roles”.

b. Strategic Action item (Initiative) Status Form: This form allows users to add status types for strategic action item (Initiative) level in a strategic framework. These statuses are available while creating/editing the strategic action 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 measure the progress of strategic action items.

For example, if the status is "completed", hint text could be included to provide clarification on when the strategic action item can be marked as completed.

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 the strategic action item (Initiative) level in a strategic framework.

g. Save Button: This button allows the user to save the strategic action item (Initiative) 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 strategic action item (initiative) status and click on the "Settings" button from the dropdown menu.

d. On the "Strategic Frameworks - Settings" page, go to the “Strategic Action item (Initiative) 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 action items status 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 Strategic Action item (Initiative) status to the framework.

4. Expected Result

Once you have added/edited strategic action item (initiative) status to a strategic framework, you can view and update them on the "Settings" page for that strategic framework. These strategic action item (initiative) status options will be available for strategic action item (initiative).

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 strategic action item (initiative) status value if it is associated with any strategic action item (initiative) of any strategic plan.