Goals

A Goal is the main element of a goal map, in the methodology of goal setting, the final state, to which achievement actions and resources are directed.

In this section (fig. 1), you can manage Goal Maps (including archived), Activities, SMART tasks and the Goal Tree.

By default, when you open this section, the Goal Maps subsection opens.

Fig. 1. Goals section

This section is available only to the users, who has access to ELMA KPI application. The system administrator assigns the access permissions in Administration – KPI – General Access Settings – Access to the KPI module. Users can view only the Goal Maps, Goals, Activities and SMART tasks they are responsible for.

Full access to the Goals section is assigned in Administration – KPI – General Access Settings – Access to the "Goal Management. Goals" section.

Left menu

By default, the left menu (fig. 2) contains:

Goals section – open the main page of the Goals section – Goal Maps subsection;
Goal Maps subsection – open the Goal Maps page that contains information about the goals created within the selected goal map;
Goal Map Archive subsection – open the Goal Map Archive page that contains the archived goal maps;
Activities subsection – open the Activities page that contains information about all the created activities, to which the current user has access;
SMART Tasks subsection – open the SMART Tasks page that contains information about all the SMART tasks, available to the current user;
Goal Tree subsection – open the Goal Tree page that contains information about all the created goals.

Fig. 2. Left menu of the Goals section

Goal Tree

The goal tree on the left panel looks like this (fig. 3):

Fig. 3. Goal tree

The goal tree consists of the goals and goal groups, created in ELMA Designer or in Web Application on a goal map.

Goals have the

icon and goal groups have the

icon. Use the

icon to expand the required goal group,

– to collapse it.

To open a goal page, click on the name of the required goal in the tree.