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Initiative type

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Location: Configuration arrowrgray Initiative arrowrgray Initiative type

 

Prerequisites:

Financial table;

Team

Responsibility route;

Optional:

 

Overview:

Use this menu to create all the possible types that will classify the initiatives that will be later created in the system. For better organization, the types will be displayed hierarchically.

 

Specific buttons:

new

Click on this button to add a new initiative type. See further details about this operation in the Configuring an initiative type section.

edit

Click on this button to edit the initiative type selected in the list of records.

delete

Click on this button to delete the initiative type selected in the list of records.

report_config

Click on the arrow located next to this button to configure a new report or associate an existing report or to view the parameters that can be used in the configuration of new reports.

status

Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

 

Use the "Search filters" to easily retrieve records based on their specific status.