Generating and sending a goal in PDF

If you are the owner of a goal, the manager of its owner, or its creator, you can generate a PDF of this goal and send it to Documents, if the goal plan allows it. These options are available for published goals that are not completed.

Generating a PDF

To generate a PDF of a goal, proceed as follows:

Under Passport > Goals, open the goal by clicking its name.
Click the three-dot icon at the top right of the page, and then click Generate PDF. The Download goal window opens with a preview of the PDF.
Click Download PDF in the top-right corner of the window. You can also print the PDF (Print PDF) or open the PDF in a new browser tab (Open in a new tab).

The PDF contains the following information about the goal:

Status and details
Participants
Population (organizational goals only)
Description
Measurements criteria
Deliverables
Goal tags
Goals alignment
Uploaded files
Visibility (individual goals only)
Discussion
Audit trail

Sending a PDF to Documents

This is an note/information message.

This option is available only if the Send goal PDF to Documents setting is enabled in the Plan transmission section of the goal plan. For more information, see Creating a goal plan

To send a PDF of a goal to Documents, open the goal, click the three-dot icon at the top right of the page, and then click Send to Documents. A success message will be displayed to inform you that your action has been completed.