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Create initiatives - From Assessments

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  1. OPTION 1 - Within the assessment report

    Navigate to the assessment report you want to use.

    Click Create an initiative for the desired item. 

    Select an existing initiative, an existing template, or create a new initiative with or without a template.

    Create an initiative options
  2. OPTION 2 - Take action on assessment results

    Click Take action on results to view available actions for assessment results.

     

    Click Link to initiative to associate results with one or more initiatives.

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