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Managing Improvement Initiatives

Improvement Initiatives are managed by controlling the initiative’s Properties, the users who have access to the Improvement Initiative, the Improvement Initiative’s Reports, and associated Improvement Projects.

Customizing the List Page for Improvement Initiatives

Unit Managers have the right to add columns of data, remove columns of data, change the order of the columns, and change the column headers on the list page for Improvement Initiatives. Removing a column does nothing to the data. It simply removes it from the list page. Changing the column header does not impact the field label on the form. Customized list pages appear the same for all users accessing the Improvement Initiative.

Improvement Initiative Properties

The properties of an Improvement Initiative are defined by the Improvement Initiative template available in the Template Builder located on the Administrator Panel. These properties can be edited by clicking Improvement Initiative located on the Plan Measure Improve menu under Instruments.


Add and remove users and assign Improvement Initiative roles using the Users link. Improvement Initiatives are a context within Outcomes Assessment and as such have their own sets of users that have permissions to access and manipulate the initiative. To learn more about contextual roles, see Accessing the Outcomes Assessment Environment.

There is no Participant Role within Improvement Initiatives.

Running Reports

Run reports that have been made available to the Improvement Initiative. Report definitions, availability, branding, and scheduling are managed using the Administrator Panel.

Report Archives

The Report Archive is a repository for stored reports. A stored Report is a snapshot containing static data as it existed at the moment the Report was run and saved. To see the latest view of a Report, run the Report again.

To remove a stored Report, select the Report and click Remove.

Removing a stored Report does not remove the Report definition, but merely the saved version of that Report.

360º View

A 360º View of an Improvement Initiative displays a complete summary report delivered in HTML format detailing the properties of the initiative and all of its associated Improvement Projects. After opening the 360º View, users can drill down into any associated project by clicking on the 360º View for that project.

Removing an Improvement Initiative

To remove an Improvement Initiative, select the Improvement Initiative and click Remove.

Removing an existing Improvement Initiative does not remove any associated Improvement Projects, but merely the association.