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How to update an initiative’s origin following a change in the author’s entity?

In IDhall, you can automatically track the original entity associated with an initiative’s author (Administration > Initiative Management > Initiative Management Settings).

If a user changes their original entity (site, organizational unit, or process), you can apply this change to the initiatives they have already created.

To update this information:

  1. Open the user’s profile and click Edit.

  2. On the line of the entity you want to adjust, click the Options button.

  3. Select Update the Site/Organizational unit/Process of origin which he/she is the main author.

  4. Save your changes.