Managing goal plans

Once you have created a goal plan, you can view its details at any time, and, if you are the owner of the goal plan, either because you created it or because another person added you as a goal plan owner, edit it.

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The goal plan management interface is available under Workbench > Performance Management > Goals > Goal Plans. Access to Workbench depends on your role within the platform. This feature is available for users with the Configuration and Goals professional roles.

Viewing the list of goal plans

All your goal plans are displayed in a list on the Goal Plans page. For each goal plan, the list shows its Name, Type (Recurring or Fixed), Start date, Owner, and Status (Draft or Published), as illustrated in the following figure:

List of goal plans

Click the three-dot icon on the far right of a goal plan's row to open a menu. View is always available. Edit is only available for goal plans that you own and that are already Published; for any other goal plan, only View is shown in the menu.

Clicking the name of a goal plan directly in the list has the same conditional behavior: for a goal plan that you own and that is Published, it takes you directly into editing it; for any other goal plan, either because you are not an owner or because it is still a Draft, it opens the goal plan in read-only view instead.

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You can also start creating a new goal plan from this page, by clicking Create goal plan in the top-right corner of the list.

Viewing a goal plan

Selecting View from a goal plan's three-dot menu always opens it in read-only mode. Clicking the goal plan's name has the same effect, except for goal plans that you own and that are already Published, which open directly in editing mode instead; see Editing a goal plan below. In read-only mode, the same cards and steps used when creating the goal plan are displayed, but all the fields are disabled.

Use the progress widget on the right side of the screen to move between steps with Back and Next. Click Close at any point to return to the Goal Plans list.

If you own the goal plan, an Edit button also appears in the top-right corner of the screen, letting you switch directly from viewing the goal plan into editing it, without having to close it and select Edit from the list again. This Edit button is available here even for goal plans that are still a Draft. If you are not an owner of the goal plan, no Edit button is shown, and the goal plan remains read-only.

Editing a goal plan

To edit an existing goal plan, proceed as follows:

1. Locate the goal plan that you want to edit in the list.

2. If you own the goal plan and it is already Published, click its name, or click the three-dot icon on the far right of its row and select Edit. Otherwise, click its name, or click the three-dot icon and select View, to open it in read-only mode first, and then click Edit in the top-right corner of the screen. Either way, the goal plan form opens at step 1, Goal plan details.

3. Make the changes that you need at the various steps of the process:

   • Step 1: Goal plan details

   • Step 2: Population

   • Step 3: Goal types

   • Step 4: Weighted goals (Fixed-period goal plans only)

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Once a goal plan has been published, the Period and Recurrence settings in step 1, Goal plan details, can no longer be changed; every other field across all four steps remains editable.

For full details about each step of the goal plan form, see Creating a goal plan.

4. Click Save in the top-right corner of the screen to apply your changes without publishing, or Cancel to discard them and return to the previous screen. If the goal plan is still a Draft, you can also click Create in the progress widget, once you reach the last step, to publish it.