Defining goal categories
- Access Administrator > Setup > Goals > Goal Categories.
- Click New.
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On the Goal Category form, use the following guidelines
to enter field definitions:
- Effective Date
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Required. Type the date on which the goal category becomes effective.
- Goal Category
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Required. Type an abbreviation or short description of the goal category; for example, Educational.
- Description
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Type a description for the goal category
- Primary Person Responsible
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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
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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
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The goal category is active by default. Deselect the check box to inactivate it. Inactive goal categories cannot be selected for goals.
- Click Save.