Defining goal categories

  1. Access Administrator > Setup > Goals > Goal Categories.
  2. Click New.
  3. On the Goal Category form, use the following guidelines to enter field definitions:
    Effective Date

    Required. Type the date on which the goal category becomes effective.

    Goal Category

    Required. Type an abbreviation or short description of the goal category; for example, Educational.

    Description

    Type a description for the goal category

    Primary Person Responsible

    You can select a Goal Leader (with a GoalLeader_ST role) that will be the primary person responsible for all organizational and resource goals within the goal category. This person will access the Goal Leader process board to manage the goals.

    Secondary Person Responsible

    You can select a Goal Leader (with a GoalLeader_ST role) that will be the secondary person responsible for all organizational and resource goals within the goal category, in the absence of the Primary Person Responsible. This person will access the Goal Leader process board to manage the goals.

    Active

    The goal category is active by default. Deselect the check box to inactivate it. Inactive goal categories cannot be selected for goals.

  4. Click Save.