Initiative issuance

Prerequisites:

Optional:

▪Document*

▪Initiative request*

*these options come from other components

An initiative consists in the need of an organization, which may come from either an internal or an external source. For that, it is important to present it (identify it), analyze it, to then understand its scope. Through this menu, it is possible to perform the record of all the organization's initiatives to later evaluate their feasibility.

	Click on this button to create a new initiative. See further details about this operation in the Creating initiatives section.
	Click on this button to add a new revision to the initiative selected from the list of records. For that, its status must be Released. See further details about this operation in the Adding initiative revisions section.
	Click on this button to edit the initiative selected in the list of records.
	Click on this button to delete the initiative selected in the list of records.
	Click on this button to view the data screen of the initiative selected from the list of records in "Read-only" mode.
	Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.
	Click on this button to send the initiative selected from the list of records to evaluation. For that, its status must be Planning or Revision. Remember that before performing this operation the fields on the initiative data screen must be duly filled in.