Configure the Strategy Tab

The Objectives and Risks Console starts empty, as shown below.

> Creating and Editing Strategic Categories

Standard and Admin Users can click on the blue “add strategic category” link to open a field that will allow them to type and save the name of their first Strategic category. Once the User clicks the checkmark to save their entry, a new section will appear on the screen, as shown below.

Strategic Category names are intended to be short labels and can accept up to 60 characters in length. The User will see a character counter and will not be able to save labels longer than this limit.

The User can repeat this process to continue creating additional Strategic Categories. A separate section for each Strategic Category will be displayed vertically down the page in alpha-numerical order. Users may find it helpful to use a numbering or lettering system to control the specific order of Strategic Categories on this screen.

> Attach a Risk

If the organization is using the Portfolio feature, then Standard Users will only be able to see and attach Risks from Portfolios that they have access to. Admin Users can view and attach all Risks.

Once the User clicks the risk to select and attach it, the objective screen will update as shown below.