Editing an Initiative

You can open a local or localized Initiative for editing so long as it is not checked out by another user.

Before you begin

To edit an Initiative, you must have Component Management rights and Write permissions (set by your system administrator).

You cannot edit an Initiative if it is shared from another Publication, or if a different user already has it checked out.

Procedure

  1. Open the Online Marketing Explorer.
  2. In the Initiative overview screen, navigate to where your Initiatives are stored in the Initiative Management navigation pane:
    1. Click a Publication (a list of Publications is displayed for which you have been granted access by a System Administrator):
    2. Browse through the Folder structure to locate your Initiatives:
      The Initiatives overview screen displays all the Initiatives in the currently selected Folder.
  3. In the canvas, double-click an Initiative or click Open in the ribbon toolbar to open it for editing.
    The Initiative opens in the Initiative details screen.
  4. If the Initiative is read-only, it is an item shared from a Parent Publication (or it has been checked out by another user) in which case you can:
    • Click Localize in the Ribbon toolbar to create a local copy of the Initiative.
    • Click Open Parent in the Ribbon toolbar to open the local copy of the Initiative in the Parent Publication.