Creating a VISION initiative

Navigation

• Log in to the application

• On the left navigation menu select My Portfolio

• The sub-menu will expand and user will select Create Initiative

• User will then beginning creating their initiative

Initiative creation process

• User provides the Initiative Title (Required)

  • Note it cannot be more than 140 characters.

• User provides the Synopsis (Required)

  • Provide one sentence in your own words that you would use to explain your initiative to a stranger in an elevator.

  • Note it cannot be more than 400 characters

• User provides the applicable technology types from the drop down list

• User provides the applicable functional areas from the drop down list

• User provides the problem (Required)

  • Describe the problem, 1-3 sentences.

• User provides the solution (Required)

  • Describe the solution, 1-3 sentences.

Adding team members

• User will be able to search and select multiple team members to add to the initiative

  • Team members must already have a VISION login before being able to add them to the initiative

  • Once a team members name is selected the email address will turn blue

  • If a user wants to unselect a team member they can click out of the drop down and each team member will have the remove capability (x) on the email that will remove the email

• User can provide a message to all team members

  • This message will be an in app message that is displayed on the notification page for the team member receiving the notification

Document Upload

• Users will be able to add files to their initiative by clicking or dragging files into the file upload box

• Once added to the file upload box the user will confirm they would like to upload the identified files by clicking Upload

• The document(s) will then appear in the table which will give users the option to add a document name and description to the document

• Users can mark the document public or private. Private means that only the individuals that are a part of the team or managing the projects will be able to see the document.

• Users can remove any document by clicking the (x) at the end of each document row

• The information icon will display the permitted file types

Organization Selection

• Users will select the organization they are submitting their initiative to (Required)

• Please choose the organization you want your initiative to be submitted to – ex. MAJCOM, Spark Cell, etc. Once submitted, your initiative will be reviewed and the organization will respond in a timely manner.

  • Note: If you are submitting your initiative for SIF Marketplace please make sure to submit you initiative to the unit you want the funds to go to if minimum tokens are met

• Users can also use the expansion arrow on the right hand side of an organization’s name to see where that organization is located in the organization ancestry

Review and Submit initiative

• Users review all information provided on the creation process

• If there are any required fields missing, the user will be provided with a notification that states “Please provide value for the required fields.”

• Users can edit any field by clicking the edit icon or by selecting the circled number in the pipeline at the top of the page.

• Users can save an initiative as a draft by clicking Save As Draft

• Users can submit the initiative by clicking Submit Initiative

• Users are then directed to the initiative page to be able to update any content on the initiative

• The user will be notified when the status of the initiative has changed