Initiative Details

Example of the Initiative Details screen:

More information about each button / section on this screen:

Back Arrow	At the top left of the screen, this takes you to the previous screen viewed.
Edit	Allows you to update the Initiative Name, Owner & Description. Option to change an Initiative to Objective if KPIs need to be used.
Refresh	Looks for any updates to information displayed on the page.
Privacy	This gives you the option to restrict visibility to selected team members only. This could be used if you had an Initiative involving sensitive data.
Path	Shows you how this Initiative fits in the Value Creation Plan. *Path will not be shown if Initiative was added at the highest level possible in the plan.
Execution Status	Reflects the Progress % of the Actions and the Investment Amounts listed against the Actions. This is based on the Financial Year selected from the drop down on the top right of the screen. Click on the S Curve to see a pop up with more information. Blue = Completed Green = On Track Yellow = Running Behind Red = Running Late Note: The % Actual total for the Initiative is calculated by Untap. The system gives weighting to each Action is based on the length of time it is planned to last for.
Overall Execution Status	Reflects the Progress % of the Actions and the Investment Amounts listed against the Actions. The Overall status is based on the entire lifespan of the Initiative, not the financial year shown in the drop down. Click on the S Curve to see a pop up with more information. This will be the same as the Execution Status (explained above), except you will be able to see a breakdown for each financial year.
End Date	The End Date is shown as the day after the last action is due to be completed. To change the end date shown here, you need to update the planned end date for the Action due to finish last. The icon will show Red if this is running late and will show Blue if 100% completed. Remember actions could be planned across more than one Financial Year*, so use the drop down on the top right to check for actions not visible in the current view.
Condition	Click on the icon to see the history of changes to this initiative. You also have the option to update the condition. The easiest place to update the Condition is from My Space*
Actions at Risk	If the number in red is 1 or more, you can click to view actions which are falling behind plan. If necessary, you can follow up with the owner and see if the condition needs to be updated or if the planned end date of the action needs to be adjusted.
Owner & Participants	The owner is the person responsible for the initiative. This means overseeing the Actions and making sure the condition is updated. Participants will automatically be added if someone follows the initiative to receive updates or if they are assigned to work on a supporting initiative or action.
Update Condition	Clicking on the orange button on the top right will give you drop down option to choose a condition: A comment is also required when updating the condition: The easiest place to update the Condition is from My Space*
Expand Screen	The arrow icons make the menu down the left hand side of the page invisible to maximise the space available to display the details. When you use the button again the menu will reappear.
Close Window	Use the X to close the page (the main screen will show blank). Choose a sub-menu from the left hand side to load a page.
Financial Year (FY)	Change the drop down to view details for a specific year. The system will show the Current year as the default. This will change the Execution Status, Actions & Initiatives and the Risks & Issues panels. If you select a Financial Year from the list where this Initiative does not exist in the Value Creation Plan for this FY, you will see this message: In this case, select a different financial year from the drop down OR review the setup of the Value Creation Plan.
Actions & Initiatives	This panel will show any Actions or Supporting Initiatives for the Financial Year selected (in the drop down on the top right of the screen). Click on the funnel to filter this list: Use the arrow icon to sort alphabetically. Use the + icon to add a new Action (Remember to have the correct FY selected from the top right before you click to add) Use the + icon to add a new Supporting Initiative . (Remember to have the correct FY selected from the top right before you click to add) *A supporting Initiative will need at least one Action to be added to it after creation to progress.
Timeline	The Timeline will show any comments, updates and documents - linked to this initiative, any supporting initiatives and / or actions. On the top right you can select filter options for the timeline: The comments from the Timeline can also be accessed whenever you see this Initiative with a speech bubble icon from My Space
Risks & Issues	This panel will show Risks & Issues recorded against this Initiative. Click the + button the top right to create a new Risk or Issue Once a Risk / Issue has been created, you can click on the 3 spots (...) and Edit Risk / Issue to add more information. The Edit Risk / Issue pop up will have a section further down to create Actions / Initiatives. *A minimum of one Action will be required to update the Progress %. Otherwise this will always show as 0%.
Documents	The Documents panel allows you to add or view documents attached to this initiative. Click + New to add a new Document and Comment For Documents which have been added, you can click on the Version # or the 3 spots to update the document. The 3 spots will also give you the option to delete or download the document. Documents can also be accessed whenever you see this Initiative with a paperclip icon (from on My Space)

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