This video will explain how to create and edit a “Pillar”. To create a “Pillar”, go to the Pillar column and click the “+ (add)” button. In the “Title” box, enter the Pillar name and in the “Description” box, enter the Pillar description.
Text must be entered in both boxes in order to save the Pillar. Once done, click the “Save” icon. Repeat this for all the Pillars that are needed for this Strategic Initiative.
To edit a Pillar, click the “Edit” icon next to the “Pillar Name”. Make the necessary changes, and click the “Save” icon when finished. You can always come back to this section to edit or add a Pillar at any time.
To delete a Pillar, click the “Edit” icon next to the “Pillar Name”. Inside is a “Trash Can” icon. Clicking this will delete the Pillar. It's important to note that if any Driver is already associated with this Pillar, the Drivers must first be unassociated in order to delete the Pillar. Also important to note is that if the Assessment is already created, the Pillar will no longer be able to be deleted.
To remove a Pillar from the Assessment, it can be made “Inactive”. In the “Pillar Details”, toggle over to “Inactive” and click the “Save” icon. The Pillar will now appear in the “Inactive Pillars” list at the bottom of the Pillar column. To add the Pillar back as “Active”, click the “Edit” icon. Toggle back to “Active” and click the “Save” icon. The Pillar will now appear back in the “Active Pillars” list.
The order in which the Pillars appear on this page is how they will appear throughout the assessment. To change the order, click a Pillar and hold. Drag it to the desired place on the list and leg go of the mouse button.
Please note that all Pillars must be associated with at least one Driver in order to move forward and create or edit the Assessment. See video for associating Pillars and Drivers for explanation.