Adding a Node

Contents

You can add a new Strategy node to an existing Strategy node in the Tree pane of the Strategies page.

To add a node:

1. Click on the parent node to select it.
2. To add a new subcategory or sub node, click the root Strategy folder.
3. Click the Add icon. A new node is added.
4. Enter/Select the properties for the new node in the Details pane.
   • Name
   • Type
   • Status – Active/Inactive
   • Owner
   • Tracking Frequency
   • Priority
   • Risk Indicator
   • Score
   • Business Drivers
   • Description
   • Mission
   • Vision
   • Comments
5. If you are adding a node to the Organization node, you will have to select the specific organizational unit within which the node should be situated. This unit becomes a node and within it, the new strategy is created.
6. Click Save to save the details of the newly created strategy node.