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Capturing Impacts during Workshops - Best Practice
Capturing Impacts during Workshops - Best Practice

This Best Practice article walks you through how to capture and sort impacts quickly during Workshops.

Matthew Hammett avatar
Written by Matthew Hammett
Updated over a year ago

Whilst in a workshop, it is crucial to be able to capture Impacts quickly and be able to sort them so they don't get lost in the midst of the total Impacts list. This article will show you the best method to be able to do this.

Prior to your workshop, it is very important that you set up the correct Impact Groups so that whilst capturing Impacts, they are automatically assigned to the relevant Groups.

For example, before starting a workshop, I may want to set up a group for 'Workshop-12-27/05/21" so that all Impacts captured are automatically put into that Group. In order to do that:

  1. Head to the Project you are working on

  2. Head to the Impacts page

  3. Select Impact Groups

  4. Select Create New

  5. Title your Impact Group (for example Workshop DD/MM/YY)

  6. Input description

  7. Save Impact Group

NOTE: Multiple Impact Groups can be assigned to each Quick Create Impact.

Once the Impact Group(s) have been created, you then need to pre-assign them so that every time you add a Quick Create Impact during your workshop, the correct Groups are already assigned to each Impact. In order to do that:

  1. Head to the Project you are working on

  2. Head to the Impacts page

  3. Select Apply Filters

  4. On the Impact Group drop-down, select all Groups you wish the Impacts from this Workshop to be assigned to

  5. Make sure all correct Groups are highlighted in Blue on the sidebar

  6. Tick the box that says "Prepopulate Impact Group when quick creating an Impact"

  7. Close sidebar

  8. All pre-assigned groups should now be highlighted above the Impacts List

  9. Select Quick Create

  10. All pre-assigned Groups will automatically be assigned

  11. Input Impact Name

  12. Input Impact Type

  13. Save

NOTE: All Quick Create Impacts created this way will then show in the Impact List as Draft Impacts.

Once the Workshop has finished and all Impacts have been captured, you will notice they are all saved as Drafts on the Impact list. You will need to go into each one and complete it, in order for it to appear as a full Impact and influence all of the reports within the system. In order to do that:

  1. Head to the Project you are working on

  2. Head to the Impacts page

  3. Filter by relevant Impact Group

  4. All Impacts will show as Draft

  5. Click on the three dots on the right hand side

  6. Select Complete

  7. This will take you to the full Impact page

  8. Populate all information as best you can

  9. Select Save

  10. This will then update on the Impact List as well as all relevant reporting

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