Strategy

Create

Log in to MyPrism and open the App Launcher. Select Business under Elevate to access the Business Dashboard. Click Strategy in the Dashboard menu.

Click the "Create Strategy" button and enter the following details: Title, Period (fiscal year), Category, Assigned Owner and Description

Click Save to complete the process.

Update

Log in and navigate to Business via the App Launcher. On the Business Dashboard, click Strategy to view the list of existing strategies. Select a strategy to open a split-screen view for editing.

Click on the Strategy ID for a full-screen view if needed. Edit the Title, Description, Period, Category, Owner, Add comments. Changes are auto saved when you click anywhere on the screen.

Delete

Log in and navigate to Business via the App Launcher. On the Business Dashboard, click Strategy to view the list of strategies. For strategies you created, ensure the Delete button is enabled. Click it and confirm to delete.