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Initiatives must be submitted for review before they can become Active. The approval workflow ensures that proposals are evaluated by authorized administrators before being reflected in org-level reporting.

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Submission & recall (Contributors)

Contributors who created an initiative may take the following actions from the initiative’s overview page:
ActionNotes
SubmitSubmits the draft initiative for admin review. The status changes to Proposed.
RecallWithdraws a submitted initiative back to Draft status for further editing. Only the original creator can recall their own initiative.
DeletePermanently deletes the initiative. Only the creator can delete their own initiative.

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Reviewing & approving (Admins & Super Admins)

Administrators review submitted initiatives from the Approvals page, accessible via the sidebar. This page lists all initiatives with a Proposed status.

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Review the initiative

Click the initiative name to open the full initiative detail view and review benefits, costs, and financial projections.

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Approve or Send Back

From the Approvals list, click Approve to activate the initiative, or Send Back to return it to the contributor with a request for edits. The contributor will receive a notification. Note: Admins and Super Admins may also submit, archive, and restore initiatives directly, bypassing the contributor submission step where necessary.