The purpose of the Achieve TAB is to provide a place to view all the items from Initiating to Achieved.
Initiating Items will be created by Leaders or Admins.
Planning Items will be created by Planners or Leaders/Admin.
Achieving Items can be created by Achievers or all of the above.
To support Achievers and Planners we suggest you take their courses.
NOTE: To create an item you will need to click on the Create an Item TAB.
All of these views have been filtered to display items owned by you. (Note: This can be changed and we will show you how to do that below).
Filtering Grid View
To add or erase a filter on a Grid click on the filter icon to the right of the column name. If the icon is blue a filter has been applied. To add a filter, search or select eg. an Owner's Name and click 'Filter'. To erase a filter click 'Clear'.
Item Record Page
Now you will see the Item record page which contains:
- The Guided Process
- Any Issues related to the Action
- Details
- Checklist
- Company Chatter
Create a new Checklist Item
To create a checklist Item to help you complete the action click on the 'Create New Checklist Item' button at the top right of the page.
This pop-up will appear where you can provide the Checklist item details and then click Save.
The checklist item will appear under the Checklist TAB in the Action item.
To mark the item as completed click the down arrow to the right
Then click 'Edit'
