Editing an Initiative

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

To edit an initiative:

1. In the Patient Experience page, click on the Initiatives tab.
2. Select the initiative and click Edit. The initiative details are displayed.
3. Make changes as necessary.
4. Note: The system validates all input. If a field is highlighted in red, there is a validation error (e.g. a mandatory field is blank, external link is not entered with the correct format).
4. When there are no validation errors, (i.e. no field is highlighted in red), click Save.

You can click Exit to close the record and return to the Initiatives tab in the Patient Experience page.