Objective Register

This may be used to record all objectives set for your organisation. Like any of the major lists it may be filtered by a range of criteria. It displays a summary of each record. To view or edit details of the record, click anywhere in the record to select it, then click Edit button.

For help on activities associated with this form, go to Objectives - Activities

Filter options:

Filter	Type	Description
Business unit	Combo box	Organisational - The relevant business unit or department. Select from user-defined options
Location	Combo box	Geographic - The relevant area or place. Select from user-defined options
Main issue	Combo box	What's the objective about? e.g. Safety, Environment
Owner	Text / Person Lookup form	The person with primary responsibility for the objective being achieved
Objective Title	Keyword search	Free text field. Show records that contain that text in the main objective field
Date Created	From / To date fields with calendar picker	When was the objective created
Status	Radio buttons	Current status of the objective. Options are: Any, Open, Achieved or Parked
Show inactive options	Check Box	Filter records based on inactive options e.g. defunct business units

The Search button will filter the list according to your selections. The Reset button will restore the default settings.

Fields displayed:

Field	Description
Number	A number / abbreviation that you use to identify the record
Objective	The 'headline' statement of the objective
Issue	What the objective is about e.g. Safety, Environment
Owner	The person with primary responsibility for the objective being achieved
Driver values	Values attributed to the objective with respect to 4 key drivers (These drivers are described in a legend at the bottom of the list)
Overall rating	Multiple of the 4 driver values
Status	Indication of whether the objective is still open, has been achieved, or has been temporarily parked
% Completed	Indication of progress on scale of 1-100

You may change the sort order of records by clicking on the title of any column. Alternate clicking will change the sort order to ascending or descending. This will affect the sort order as viewed onscreen. It will not change the order permanently, or affect any reports generated.

For navigation to more records, the table has a Paging tool at the bottom.

Buttons:

Button	Function
Procedure	Opens your procedure for planning objectives
New	Add a new objective
Edit	View / Edit the selected objective
Close	Close the form

Functions menu:

Item	Function
New	Add a new objective
Edit	Edit the selected objective
Delete	Delete the selected objective
View Procedure	Opens your procedure for objective planning

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Contents | Objectives |
For help on activities associated with this form, go to Objectives - Activities