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Rules. (Required fields are marked with a Red background colour)
| Field Name | Description | Rules | Exception Handling | Values to be placed | Default Values | Field Type |
| Initiative Number | This field contains the unique Number/Code of a Initiative | Must be unique for non-deleted initiatives (can use the same InitiativeNumber as a deleted idea). 1-20 characters. | If the records data exceeds 20 characters, the record will NOT be imported. | If the fields value is either blank or "NEW" then the number will be generated from the relevant department or subdepartments sequence which can be setup in the admin module. | Variable Character (20) | |
| Title | This field contains the title of the initiative | Titles cannot be duplicated. Titles can contain alphanumeric characters. | Initiative form titles cannot be duplicated. Initiative titles must be unique in order for the initiative to be imported. | N/A | N/A | Variable Character (200) |
| Description | This field contains the description of the initiative | Can contain alphanumeric characters | The description for the initiative does not have to be captured for import to occur | N/A | N/A | Variable Character (1000) |
| Workstream Number | The workstream that is the parent of this initiative | Must be a workstream number that already exists in the system, or is contained in the workstream sheet in this workbook | Either one or both the Workstream Number and the Team Number must be supplied or else the record will not be imported | N/A | N/A | Variable Character (20) |
| Team Number | The team that is the parent of this initiative | Must be a team number that already exists in the system, or is contained in the team sheet in this workbook | Either one or both the Team Number and the Workstream Number must be supplied or else the record will not be imported | N/A | N/A | Variable Character (20) |
| Owner | This field contains the owner of the initiative. | The users need to be created on the system in order to be identified as owners of an initiative | This field can be blank, the record will be imported. | User | First user on the list of the system | Lookup (Users) |
| Facilitator | This field contains the faciliator of the initiative. | The users need to be created on the system in order to be identified as facilitators of an initiative. | This field can be blank, the record will be imported. | |||
| Situation | This field describes the situation preceding the implementation of an initiative. | Can contain alphanumeric characters | The situation for the project does not have to be captured for import to occur. | N/A | N/A | Variable Character (1000) |
| Opportunity | This field describes the complication/opportunity preceding the implementation of an initiative. | Can contain alphanumeric characters | The complication/opportunity for the project does not have to be captured for import to occur. | N/A | N/A | Variable Character (1000) |
| Solution | This field describes the solution preceding the implementation of an initiative. | Can contain alphanumeric characters | The solution for the project does not have to be captured for import to occur. | N/A | N/A | Variable Character (1000) |
| InitiativeDefinition | This field contains the Initiative Definition of the initiative. | The Initiative Definition needs to be created on the system in order to be identified as an Initiative Definition. | This field can be blank, the record will be imported. | N/A | N/A | Lookup (Initiative Defintions) |
| AccessLevel | The Access level (Initiative level Permissions) that will be granted to the initiative | If no value is provided a default value will be used. | If left blank, it will use a default value (See Default Values column) | Default \ Confidential \ Global | Default | Lookup (AccessLevels) |
| Status | This field contains the Status of the initiative | If no value is provided a default value will be used. | If left blank, it will use a default value (See Default Values column) | Active \ On Hold | Active | Lookup (InitiativeStatuses) |
| TargetDate | Target date for a stage to begin. | Calendar date, which states when a stage will begin. | N/A | Any date. | N/A | Date time (YYYY-MM-DD) |
| RevisedDate | Revised target date for a stage to begin. | Calendar date, which states when a stage will begin. | N/A | Any date. | Date time (YYYY-MM-DD) | |
| ActualDate | Actual date a stage to began. | Calendar date, which states when a stage will begin. | This value will never be used, it will always be replaced by the revised date if one exists or the target date if one exists or it will be left blank | Any date. | N/A | Date time (YYYY-MM-DD) |
| Tags | This field contains tag name/s of the activity | Tag names length must be greater than 3 and cannot be duplicated. Tag name can contain alphanumeric | This field can be blank, the record will be imported. | Comma separated list | N/A | Variable Character (255) |
Samples.
| Initiative Number | Title | Description | Workstream Number | Team Number | Owner | Facilitator | Situation | Opportunity | Solution | Initiative Definition | Access Level | Status | Evaluating | Implementing | Cash Flowing | Locked In | Tags | ||||||||
| Target Date | Revised Date | Actual Date | Target Date | Revised Date | Actual Date | Target Date | Revised Date | Actual Date | Target Date | Revised Date | Actual Date | ||||||||||||||
| NEW | TestImportInitiative | Test description | 5065 | 5065 | admin | admin | Test situation | Test opportunity | Test solution | Base initiative | Default | Active | 2018/01/01 | 2018/01/02 | 2018/03/31 | 2018/04/01 | 2018/04/02 | 2018/06/30 | 2018/07/01 | 2018/07/02 | 2018/09/30 | 2018/10/01 | 2018/10/02 | 2018/12/31 | Test |