Strategies: Creating, Editing, Managing – Northramp

This process encompasses creating new Strategies and editing existing Strategies.

1. To access the Strategies area, select the Strategies option from the Planning menu on the left.

2. To create a new Strategy, select the 'Create Strategy' button option at the top of the list page.

Fill out all required fields.
- Note: by default, the 'Active' toggle is set to No. If this Strategy should show in the list of Active Strategies upon creation, ensure that the toggle is set to 'Yes' before saving.

Select the ‘Save’ button at the top of the screen when done.

3. To edit a Strategy, either select the 'Edit' option from the Actions column for the desired Strategy to be edited

or select the desired Strategy from the list screen provided.

Select the ‘Edit’ button option from the top of the screen.

When all desired edits have been made, select the ‘Save’ button option from the top of the screen.

4. To update the Status of a Strategy, open the details page for the Strategy and select the 'Update Status' button option at the top of the list page.

Select desired option.
- Note: only available options based on the Strategy's current status will populate in the drop-down.

5. To add Notes to a Strategy, either select the 'Notes' option from the Actions column for the desired Strategy for which to add Notes

or select the desired Strategy from the list screen provided.

Select the ‘Notes’ button option from the top of the screen.
When the Notes modal opens, select the 'Add Note' Option

Add desired content. Select 'Save' when done.

6. To link a Goal to a Strategy, open the details page for the Strategy and select the 'Actions' button option at the top of the list page.

Select Link Goal.
Select the desired FY and Goal combination from the dropdowns provided in the modal.

Select the 'Link' button when done.

7. To un-link a Goal from a Strategy, open the details page for the Strategy and scroll down to the Related Goals table.

Select the Actions drop-down for the Goal to be removed and select 'Unlink Goal'.