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Benchmark

How to create or edit an objective

From the Main Screen:

Step Action Result
1 Click Objectives title Opens Objective Register

Note:
Qudos 3 includes the facility to make a documented procedure directly available from this module. Your organisations' business rules for planning objectives may be viewed from the Objective Register using the Procedure button or menu item Function / View Procedure
2A If creating a new objective: Click New button Opens Objective form, displaying a blank record
2B If editing an existing objective: Click anywhere in the selected record to select it, and click Edit button Opens Objective form, displaying the selected record. If the record has previously been locked, it will be necessary to unlock it before editing. See Locking and Unlocking records
3 The objective should be categorised for Main Issue, Business Unit, Owner etc. This will make the objective easier to search for
4

Summary Tab: In the Summary field, a text entry may be made to summarise the Objective.

You may enter completion details such as a percentage, and a completion date.

You may indicate the current status of the objective - Open, Achieved or Parked (put to one side for now!).

If the objective requires an Action Form to be raised, see How to plan action on an objective.

The objective may also be locked from here. The one lock applies to all tabbed sections of the objective. See Locking and Unlocking records

 
5 Details Tab: Additional text entries may be made to explain the reason why this objective has been set, and to provide further detail. The objective may also be valued in terms of its importance against 4 key drivers. The overall rating is automatically calculated from the multiple of all 4 driver values  
6 Attachments Tab: If there are any external documents that provide useful information to the record, they may be added as attachments. The attachments are associated with this record
7 Click Save button Saves changes
8 Click Close button Closes the record

Contents | Objectives