School Admin, School Super Admin, Portfolio Super Admin, Portfolio Admin
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 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
Once you have selected the goal, you’ll be able to add an action by selecting the “Add New Action” button
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
You will not be able to add actions to cycles that have not been approved or that have been closed.
Fill out the information about the action
Once complete click on “Save Action” to submit
It is advised that you double check that your recently created action is in the intended cycle.