Manage Initiatives

The initiatives that you have created are listed on the Initiatives page, where you can view and edit, manage lifecycle statuses, and approvals for your initiatives.

View Initiatives

Select View from the ellipses menu to view an initiative. On the View Initiatives page, you can see details about the initiative including the following:

• Initiative details with the basic information.

• All the product offers and entities that are included in an initiative.

• Publishing activities that an initiative has gone through. You can also see the different spoke systems where this initiative was published and the publish status of the initiative in those spoke systems.

Edit Initiatives

Click ellipses and then select Edit to edit an initiative. When you're in the scope of editing an initiative you can update the name and description of the initiative.

Manage Lifecycle Status

You can update the lifecycle status of an initiative from the ellipses menu on the list page. Select the lifecycle status and click Confirm to change the status.

When you click Confirm, it implies that all the changes that you have made to the initiative are in design complete and you're ready to move the initiative to the next lifecycle status. Also, once you click Confirm for an initiative, you can no longer edit the contents of the initiative, as they become read-only.

Seek Approvals Using Initiatives

Optionally, you can mandate approvals for offers associated to an initiative. For more information about offer approvals, see Manage Offer Approvals.