User FAQ¶

Overview¶

This page covers daily usage questions, keyboard shortcuts, and best practices for end users who create and track value initiatives.

Who this is for¶

End User
Admin

Prerequisites¶

Active ValuePact account with at least one assigned initiative.
Completion of the beginner learning path (recommended).

Frequently asked questions¶

1. How do I create a new value initiative?¶

Click New Initiative in the top navigation bar.
Select a template or start blank.
Fill in the title, owner, and target outcome.
Click Save Draft or Submit for Approval.

2. What keyboard shortcuts are available?¶

Shortcut	Action
`Ctrl + K`	Open global search
`Ctrl + /`	Open keyboard help
`G` then `D`	Go to Dashboard
`G` then `I`	Go to Initiatives
`Esc`	Close modal or panel
`N` then `I`	New Initiative

3. How do I track benefits over time?¶

Open an initiative and select the Benefits tab.
Click Add Actual.
Enter the period, value, and evidence link.
Save. The line chart auto-updates.

4. Can I upload files as evidence?¶

Yes. Each benefit actual supports up to 10 attachments. Supported formats: PDF, PNG, JPG, XLSX, and CSV. Maximum file size is 25 MB per file.

5. How do I @mention a colleague?¶

Type @ in any comment field. A searchable list of users in your tenant appears. Select the user. They receive an in-app notification and an email digest if enabled.

6. What does the color coding mean?¶

Color	Meaning
Green	On track
Amber	At risk
Red	Off track
Gray	Not started
Blue	Completed

Open the initiative.
Click Actions > Export > PDF.
Choose detail level: Summary or Full.
Download the file.

8. Why is my initiative stuck in "Pending Approval"?¶

Your workflow requires one or more approval gates. Check the Workflow tab to see who owns the next approval. You can send a reminder by clicking Nudge Approver.

Permissions required¶

Role	Permission	Scope
User	Create initiatives	Own team
User	Edit own initiatives	Own initiatives
User	Add actuals	Assigned initiatives

Limits and guardrails¶

Limit Initiatives per user: 50 active.
Limit Comments per initiative: 500.
Limit Attachment storage: 1 GB per user.

Troubleshooting¶

Issue: Search does not find my initiative

Cause: The initiative is in a different tenant, archived, or filtered out by default scopes. Resolution: 1. Check the tenant selector. 2. Toggle Include Archived in search filters. 3. Verify you are the owner or a stakeholder.

Issue: Chart values look wrong after editing a benefit

Cause: The cache has not refreshed. Resolution: 1. Hard refresh the page. 2. Wait up to 5 minutes for the aggregation pipeline to catch up.

Escalation path¶

Severity	Condition	Contact
General	How-to questions	#valuepact-users Slack
Urgent	Data loss or access block	support@valuepact.ai