What can you do on this screen?
Initiatives are the main reason for using LEAD. An initiative is a learning event, like a course or workshop, which is created to close an identified performance gap. LEAD supports the development of several types of learning events (see Scope below). LEAD uses the ADDIE (Analysis, Design, Develop, Implement, and Evaluate) instructional design process to develop and maintain initiatives. The main tabs under Initiatives mirror that process.
Figure 29: Initiatives > Initiatives
Unlike the Dashboard, this screen will show all the initiatives in LEAD, depending on your Filter selection, of course. You can use Find to look for a specific initiative. When you select any initiative on this screen you can select one of the subtabs under the Initiatives tree on the left to open that initiative in that subtab, or you can use one of the icons above the list to:
•Create a 
initiative.
•Create a New Version 
of an approved initiative.
•Change the State of a selected initiative.
•Copy 
an initiative.
•Search 
for an initiative.
•Select Explain Flag 
to review the reasons the initiative has been flagged.
•Lock 
the initiative to prevent any user from making changes without first unlocking 
the initiative.
Or you can use the icons in the Actions column to:
•View 
the detailed information of the initiative.
•Edit 
the initiative information.
•Select Show History 
to review the changes made to the initiative information, including the user name and date/time of saved changes, and revert to an earlier saved revision.
•Delete 
an archived initiative.
You can click on the column headers of each table to sort the entries by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.
Viewing Versions of Initiatives
Select the arrow 
at the start of the listed initiative to show the previous versions of the initiative. Which versions you see will vary depending on your Filter selection.
No The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves. [Flags] The flag indicates that the item has been modified or is impacted by a modification. Select the item and then Explain Flag Initiative ID The Initiative ID is the human readable identification or code of the initiative. This can be any mix of characters and numbers. For example, you could use first two to four letters to show the initiative subject area, the second three numbers to show the level of the initiative, use a letter to show the scope, and add the year the initiative is completed at the end. Using this example, the Kitchen Design module's ID would be: KD-101-M-19. You can edit the Initiative ID on the: •Initiatives > Initiatives screen. •Initiatives > Analysis > Initiative Management screen. •Initiatives > Design > Initiative Management screen. Initiative Title The full name or Title of the initiative. Scope The Scope or type of the initiative determines the structure of the learning event on the Design and Develop screens. You can only set the scope when you first create the initiative. You cannot change the scope after you save the initiative for the first time.
State The State of the initiative denotes whether the initiative is Active, Inactive, or Archived: •Active initiatives can be worked on and can be exported. •Inactive initiatives can only be viewed. •Archived initiatives can only be viewed. Version The Version number of the initiative. All initiatives start with version 1. Once the initiative has been approved, you can no longer make changes. To make changes to an approved initiative, you need to create a new version of the initiative. Then you can make the needed changes in the new version. The Status of the initiative from lowest to highest status: •Incomplete - the initiative is a work in progress and/or is missing some required data as defined in a business rule. •Complete - the initiative is complete, including all subordinate/child items. •Lock for Review oThe initiative is complete and ready for review. oYou can only edit the initiative if you have the Review privilege assigned to your role. oTo change the Status to Lock for Review, you need the Edit or Review privilege assigned to your role. oTo change the Status back to Incomplete or Complete, you need the Review privilege assigned to your role. •Locked oThe initiative is complete and has been reviewed, no more work is allowed. oNo one can edit the initiative and related content without unlocking the initiative first. oTo change the Status to Locked, you need the Lock privilege assigned to your role. oTo change from Locked to any other status, you need the Unlock privilege assigned to your role. oThe initiative is approved for delivery to participants. oNo more changes can be made to this version, you must create a new version of the initiative in order to make changes. When you save a change in Status or lock the initiative, the required Business Rules will run to check whether anything is missing or incorrect for the initiative or any of its children. Any identified issues are listed on the Business Rules Results screen. If the status of the initiative is being increased (say from Incomplete to Complete), all subordinate/child items of it will also be changed to that status, if they have a lower status. For example, an Incomplete task has one subtask that is Incomplete, one Complete, and one Locked. If the task is changed to Lock for Review, the Incomplete and Complete subtasks are changed to Lock for Review. The Locked subtask remains Locked, as it has a higher status. |
Create a New Initiative, Edit an Existing Initiative, or Copy an Existing Initiative
To create a new initiative, you need to use on of the following Filter options: All, Active, My Initiatives, or Search Results (if you ran a Search). Then select . This opens the Initiative Detail screen, ready for you to enter the necessary information. Once you're finished entering all the information, select Save to save the initiative, or select Cancel to close the Initiative Detail screen.
To edit an existing initiative, the initiative needs to be in an Active State and not in a Locked, Locked for Review, or Approved Status. Select the initiative and then Edit. Once you're finished making the necessary changes, select Save to keep the changes, or select Cancel to close the Initiative Detail screen.
To copy an existing initiative, select any initiative in any State or Status and then Copy. This opens the Initiative Detail screen, ready for you to edit the information for the copy. Once you're finished editing all the information, select Save to create the copy of the initiative, or select Cancel to close the Initiative Detail screen.
 Figure 30: Initiatives > Initiative Detail Screen - General Tab Initiative ID The Initiative ID is the human readable identification or code of the initiative. This can be any mix of characters and numbers. For example, you could use first two to four letters to show the initiative subject area, the second three numbers to show the level of the initiative, use a letter to show the scope, and add the year the initiative is completed at the end. Using this example, the Kitchen Design module's ID would be: KD-101-M-19. You can edit the Initiative ID on the: •Initiatives > Initiatives screen. •Initiatives > Analysis > Initiative Management screen. •Initiatives > Design > Initiative Management screen. Title The full name or Title of the initiative. Version The Version number of the initiative. All initiatives start with version 1. Once the initiative has been approved, you can no longer make changes. To make changes to an approved initiative, you need to create a new version of the initiative. Then you can make the needed changes in the new version. The Status of the initiative from lowest to highest status: •Incomplete - the initiative is a work in progress and/or is missing some required data as defined in a business rule. •Complete - the initiative is complete, including all subordinate/child items. •Lock for Review oThe initiative is complete and ready for review. oYou can only edit the initiative if you have the Review privilege assigned to your role. oTo change the Status to Lock for Review, you need the Edit or Review privilege assigned to your role. oTo change the Status back to Incomplete or Complete, you need the Review privilege assigned to your role. •Locked oThe initiative is complete and has been reviewed, no more work is allowed. oNo one can edit the initiative and related content without unlocking the initiative first. oTo change the Status to Locked, you need the Lock privilege assigned to your role. oTo change from Locked to any other status, you need the Unlock privilege assigned to your role. oThe initiative is approved for delivery to participants. oNo more changes can be made to this version, you must create a new version of the initiative in order to make changes. When you save a change in Status or lock the initiative, the required Business Rules will run to check whether anything is missing or incorrect for the initiative or any of its children. Any identified issues are listed on the Business Rules Results screen. If the status of the initiative is being increased (say from Incomplete to Complete), all subordinate/child items of it will also be changed to that status, if they have a lower status. For example, an Incomplete task has one subtask that is Incomplete, one Complete, and one Locked. If the task is changed to Lock for Review, the Incomplete and Complete subtasks are changed to Lock for Review. The Locked subtask remains Locked, as it has a higher status. Department The responsible Department that leads or owns this initiative. You can change the department, if needed (provided the initiative is not approved). Owner The Owner of the initiative is typically the user that created the initiative. You can change the owner to another user, if needed (provided the initiative is not approved or locked). You can also change the owner on the Team Members screen at any time, regardless of the State or Status of the initiative. The Owner has full control of the initiative that they are the owner of. This includes approving, versioning, editing, and deleting initiatives. Start Date The expected Start Date the initiative will start. End Date The expected End Date of the development of the initiative. The Scope or type of the initiative determines the structure of the learning event on the Design and Develop screens. You can only set the scope when you first create the initiative. You cannot change the scope after you save the initiative for the first time.
The State of the initiative denotes whether the initiative is Active, Inactive, or Archived: •Active initiatives can be worked on and can be exported. •Inactive initiatives can only be viewed. •Archived initiatives can only be viewed. |
Before approving any initiative, we recommend that you first Edit the initiative and change the Status to Complete. This will check to make sure all required data has been entered. Any missing data will be listed in the Business Rules Results screen. To approve the initiative, View the initiative on the Initiatives > Initiatives screen.  Figure 31: Initiatives - Viewing the Initiative Detail Screen Then select Approve. It may take a little while before the course is approved. Note: You cannot unapprove the initiative. If you need to make changes to an approved initiative, you will need to create a new version of the initiative. |
To version an approved initiative, select it in the list on the Initiatives > Initiatives screen, then select Create New Version. Make any required changes to the details and Save them. This may take a little while to process. Once the versioning process is complete, the new version of the initiative will be listed and ready for you to edit as required. |
Use the Filter drop-down to narrow down the list of initiatives that are listed on the screen: •All - lists all initiatives in LEAD, regardless of state •Active - lists all active initiatives •Inactive - lists all inactive initiatives •Archived - lists all archived initiatives •My Initiatives (the default) - lists all your initiatives (Initiatives are 'yours' when you are the owner or creator of the initiative or when someone has added you as a team member to the initiative.) •Search Result - if you used Search, this option allows you to return to the search results at any time (or at least until you've either left this screen, or run another search) •(by department name) - lists all the initiatives for the selected department If you don't see the initiative you're looking for, enter a search term in the Find: field and select Search. The table will list all initiatives that contain your search term on the screen. Note: Find will only search through the Initiative ID and Initiative Title fields. To find any initiative with more parameters than is possible using the Find field, use Search. |
Select Search to open the Initiative Search page.  Figure 32: Initiative Search Use the following fields to search for matching initiatives: •Initiative ID - enter text to search for, or leave blank. •Initiative Title - enter text to search for, or leave bank. •Department(s) - click on the link to select one or more departments on the Department Selection page. On that page, select View to view department information. •Status - use the drop-down to limit initiatives to those that match the selected status. •Owner(s) - click on the link to select one or more owners of initiatives (based on user names in LEAD) on the User Selection page. On that page, select View to view user information. •State - use the drop-down to limit initiatives to those that match the selected state. Once you've entered your search term and made any selections, select Search to generate the results. You can go back to the search results later, by selecting Search Result from the Filter drop-down. |
Select the initiative, then you can change the State from: •Active to Inactive (using the Make Inactive icon •Inactive to Active (using the Activate icon •Inactive to Archive (using the Archive icon •Archive to Inactive (using the Unarchive icon |
Warning: Deleting any initiative will remove it from LEAD. The initiative cannot be recovered if you change your mind or make a mistake! We recommend that you Archive initiatives or make them Inactive instead. Note: Deleting the initiative will only delete the data entered under the Initiatives tabs, it does not delete any data created for the initiative on the Library or Resources tabs. If you want/need to delete that data, too, then before deleting the initiative generate the: •Skill Hierarchy report (Analysis > Documents or Implement tabs) for any items created on the Library tab: verbs, conditions, standards, knowledge, skills, abilities, and interventions. • All Resources report (Analysis/Design > Resource Management) for any resources created on the Resources tab. After you delete the initiative, review the skill hierarchy report to determine which entries to delete on the Library tabs. LEAD will prevent you from deleting any Library entry that is being used/cited by any initiative. To delete any now unused resources, go to any Resources tab and select Unused Resource Management to review and delete any unused resources that are listed in the All Resources report. To delete the initiative:1.Change the State to Inactive oIf the initiative is Active, change the State to Inactive oIf the initiative is Inactive, change the State to Archive oIf the initiative is in the Archive, go to the next step. 2.Select the Filter drop-down at the top of the list of initiatives and select Archived. 3.Select the initiative to delete and then Delete 4.Select OK to the "Are you sure you want to delete?" message.  Figure 33: Initiative Deletion Screen
5.On the Initiative Deletion screen, enter the title of the initiative to confirm the deletion. Note: It will take a while to delete the initiative. |