How to Create an Action

by | Apr 26, 2020 | Inno How To

How to

Create an Action
30 min read

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
Gif showing the login process and finding your role
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 an Action

  • Log into your Innovare app
  • Navigate to the Goals page
  • Once in the Goals page select the goal for which you want to create an action
Gif showing the first step of creating an action
Gif showing the second step of creating an action
  • Once you have selected the goal, you’ll be able to add an action by selecting the “Add New Action” button

Note

If this option is not available it is because the goal does not have any approved cycles. Cycles must be created and approved before you can create an action. Approved cycles will be marked as “In Progress”or “Pending Start Date”
  • The “Add New Action” modal will appear
  • Select the cycle for which you want to add the action
Gif showing the third step of creating an Action

Note

You will not be able to add actions to cycles that have not been approved or that have been closed.
Gif showing the last step of creating an action
  • Fill out the information about the action
  • Once complete click on “Save Action” to submit

Note

It is advised that you double check that your recently created action is in the intended cycle.
DONE!

If you need more assistance please contact us at [email protected]

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