Defining strategies

Strategic initiatives help organizations meet long-term goals. For example, a strategic initiative can be your organization's corporate commitment to reducing electrical consumption. Define your organization's strategic initiatives as strategies.

To define strategies:

  1. Open the Strategies form.
  2. Click New Record.
  3. Strategy—Enter a unique code identifying the strategy, and then enter a description of the strategy in the adjacent field.
  4. Policy—Enter the policy to associate with the strategy. A policy can be associated with multiple strategies. The system automatically populates the policy description.
  5. Strategy Statement—Enter a strategy statement that explains how your organization plans to achieve the goal. The strategy statement cannot contain more than 4,000 characters.
  6. Approved By—Enter the name of the person responsible for approving the strategy.
  7. Date Approved—Enter the date the strategy was approved.
  8. Out of Service—Select if the strategy is currently not being used. If you select Out of Service, the strategy will not display in the lookups for strategies on other forms.
  9. Click Save Record.