How to
Create a Cycle
Who does this guide apply to?
School Admin, School Super Admin, Portfolio Super Admin, Portfolio Admin
Introduction
To set up a cycle on the Innovare app you need to be one of the following roles: School Admin, School Super Admin, Portfolio Admin, or Portfolio Super Admin. To check if you have one of these roles follow these steps:
Log into your Innovare app → go to the “Users” page (left side of the screen) → locate your name → look at the “Role” column to identify the type of user you are
If you do not have the option to navigate to the “Users” page then you do not have one of the roles listed above. If you need to change your user type to allow for goal creation contact your Innovare Support Team to request a permissions change.
Setting up a Cycle
- Log into your Innovare app
- Navigate to the Goals page
- Once in the Goals page identify a Goal in which you want to create a Cycle. You can create a cycle for that goal by selecting the cycles tab.
- Once you have selected the cycles tab you can create a new cycle by selecting the “Create Cycle” button
- The cycle modal will appear
- Fill out the information about the cycle
- Budget: The budget section will be displayed on each cycle under the cycle’s budget tab. The funds for each cycle will be aggregated in the summary of the goal.
- Additional Funds: If there are additional planned funds that this cycle will use (e.g. fundraising) insert those funds into this section.
- Once complete you can submit a cycle for review or save as a draft.
Note
You will not be able to submit a cycle for review unless the goal has been approved. Approved goals are marked “In Progress” or “Pending”
DONE!
If you need more assistance please contact us at [email protected]
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