Creating a New Initiative

Prerequisites: You must have the 'Patient Experience' and 'Manage Initiatives' functions enabled for your role to view, add, or edit Initiatives.

To create a new initiative:

1. In the Initiatives tab of the Patient Experience page, click Create New. A new record is opened.
2. In the Initiatives Title field, enter a title (maximum length 50 characters) for the initiative.
3. Note: The title must be unique. If there is an existing initiative with the same title a validation error will prompt the user to enter a unique title.
3. From the Initiative Category and Icon drop-down, choose a category to which the initiative belongs. The icon associated is displayed below the field when you select one:
   • Care
   • Comfort
   • Communication
   • Environment
   • Food
4. In the Initiative Description, enter a description (maximum length 500 characters) for initiative that will be displayed publicly for survey recipients filling out surveys associated with the initiative.
5. (Optional) In the Link to more external information field, enter an external URLThe Uniform Resource Locator (URL) is the address of an internet resource, such as a web page. It includes the protocol used to access the page, such as HTTP. A sample URL is http://www.rlsolutions.com. link that provides additional information about the initiative, if available.
6. Note: The link must be entered in a valid format (e.g. https://hospital.org).
6. Click Save.

Click Exit to return to the Initiatives tab. Now, that the initiative is created, you can link it to a survey. See Assigning Initiatives to a Survey.