Prerequisites

• Initiatives registered.
• Access to the menu Management > Initiative deletion (PF008).

Overview

SoftExpert Portfolio allows registered initiatives to be deleted through the initiative deletion menu.

Thus, initiatives that have not been completed and are in the evaluation or review stages can be easily removed from the system.

See below how to delete initiatives:

Delete initiatives

1. Access to the menu Management > Initiative deletion (PF008).

2. Select the initiative you want to delete and click the button on the toolbar.

3. The system will ask you to confirm whether you really want to delete the record.

4. Click OK to delete it or Cancel to keep the initiative.

Conclusion