Defining strategies

Strategic initiatives help organizations meet long-term goals. For example, a strategic initiative can be your organization's corporate commitment to reducing electrical consumption. Define your organization's strategic initiatives as strategies.

To define strategies:

  1. Select Equipment > Asset Management Policy > Strategies.
  2. Click New Record.
  3. Specify this information:
    Strategy
    Specify a unique code identifying the strategy, and then specify a description of the strategy in the adjacent field.
    Policy
    Specify the policy to associate with the strategy. A policy can be associated with multiple strategies. The system automatically populates the policy description.
    Strategy Statement
    Specify a strategy statement that explains how your organization plans to achieve the goal. The strategy statement cannot contain more than 4,000 characters.
    Approved By
    Specify the name of the person responsible for approving the strategy.
    Date Approved
    Specify the date the strategy was approved.
    Out of Service
    Select if the strategy is currently not being used. If you select Out of Service, the strategy will not display in the lookups for strategies on other forms.
  4. Click Save Record.