Goal Page

A goal page contains all the information about a goal. It also allows editing such parameters as Responsible, Priority, Status, Due Date, and creating SMART tasks and Activities.

There are several ways to open a goal page:

go to KPI – Goals – Goal Tree and click on the name of the required goal in the left menu (fig. 1);

Fig. 1. KPI – Goals – Goal tree section

Click on the goal name in the goal menu (fig. 2).

Fig. 2. Goal map. Goal menu

Fig. 3 shows an example of a goal page.

Fig. 3. Goal page

Top menu buttons

	Return to the previous page.
	Add a SMART task to the goal. When you click this button, an Add SMART Task dialog box will open. The field Goals will be filled with the current goal and the current user will be selected as the supervisor.
	Add an Activity to the goal. This button is available to users of ELMA KPI if at least one of these conditions is met: the user is the responsible or the supervisor of this goal map; the user is responsible for this goal; the user has full access to the ELMA KPI application; the user has access permissions to the Goals section.
	Edit the goal map. Access to this button is the same as for the Add Activity button.

Goal page tabs

The goal page includes the following tabs: Main, Depends On, KPI, Activities, SMART Tasks. To the right of each tab (except for the Main tab), you can see the number which indicates the number of elements displayed on the tab.

Main tab

This tab (fig. 3) displays all the information about the goal, added when creating it, as well as these data:

Priority – there are three possible priorities: high, regular, low. By default, a goal has the regular priority.

Status – the status shows at what stage the goal is. There are four statuses: In work, Completed, In archive and Undefined.

Main KPI – if the goal is measurable, you can select the KPI that will measure the goal.

Depends On tab

This tab (fig. 4) displays the list of goals the current goal depends on and responsible users. This dependency is configured in ELMA Designer or the web application when creating the goal. Click on the goal name to open its page.

Fig. 4. Goal page. Depends On tab

KPI tab

This tab (fig. 5) displays the list of KPIs that measure the progress of achieving the goal. Plan and fact values and the trend are displayed for each KPI. This list is configured in ELMA Designer. Click on the KPI name to open its page.

Fig. 5. Goal page. KPI tab

Activities tab

This tab (fig. 6) displays the list of activities, aimed at achieving the goal. Activities are added using the context menu on the goal map.

Fig. 6. Goal page. Activities tab

To the right of each activity, there is the

button that allows creating a task on the activity. On the task creating form, the Activity field will be automatically filled in with the current activity.

SMART Tasks tab

This tab (fig. 7) displays the list of SMART tasks, related to this goal. Each task has an executor, author and status. This list is defined in the web application. Click on the name of a SMART task to open its page.

Fig. 7. SMART Tasks tab