Manage initiative as an author

Understand the basics

Initiatives have the peculiarity of being both manageable by administrators and their authors. Administrators have greater rights, but authors can also manage a certain number of configurations of their initiatives.

Edit the initiative

Once the initiative is created, the author can see the initiative page, but until the initiative is reviewed and accepted by an administrator, through the technical validation, it is not published and visible for all the participants.

Initiative show

Once the initiative is created and before it’s sent to technical validation, an author can edit and correct the initiative if it has any error.

Initiative edit

If the Promoting committee is enabled for the initiative type of this initiative, the author of an initiative can manage requests and committee members at the end of the edit form.

Send to technical validation

Once all the conditions are right, if the initiative is ready and has enough committee members, the author can send the initiative to technical validation. When clicking on the "Send to technical validation" button, a modal is displayed to warn the author that they won’t be able to edit it after this action.

Send initiative to technical validation

Retrieve created initiatives

Authors can also find their initiatives in the initiatives index by un-checking the "Open" status filter, and clicking on the "My initiatives" filter.

Filters for my initiatives