Initiatives

The Initiatives module is where you register and track improvement ideas for a project — typically Energy Reduction Initiatives (ERIs) — from first idea through to a verified result. Each initiative moves through a fixed set of stages, giving you visibility into what's being explored, designed and implemented at any point in the project.

Adding an initiative

1. Go to Initiatives and select + Add Initiative.
2. Enter an Initiative Title and confirm the Project Name.
3. Set the Stage: Idea, Assessment, Concept Selection, Design, Implementation or Verification.
4. Set the Type: Energy Reduction, Productivity, Engines Utilization, Logistics, External Energy or Other.
5. Select Add.

Tracking an initiative

The Initiatives list shows each initiative's Stage, Type, Open Tasks and Owner, so you can see progress across the whole project at a glance. Open an initiative to move it through the stages as it's assessed and designed, add tasks, and record the outcome once it reaches Verification.