Qudos 3 Help

Objective

This form is used for creating and maintaining a record of an objective. It provides all the necessary tools to describe the objective. You may also add a link to a reference document for further information, and to an Action Form for planning and tracking the necessary action to achieve the objective. You may generate one main Action Form from each Objective. If required, you may use the 'Related Actions' feature of that form to add up to 99 linked but separately managed and tracked actions. Thus, the Objective may be the trigger for a considerable project planning operation.

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

The top section is used to display background information for the objective. The main section has three tabs - for Summary, Details, and Attachments. The following describes the various component parts of the form.

Top section

Fields displayed:

Field	Description
Number	A number / abbreviation that you use to identify the objective
Topic	Mian subject matter of the objective e.g. Safety, Environment, Marketing etc.
Owner	The person with primary responsibility for the objective being achieved
Business unit	Organisational - The relevant business unit or department. Select from user-defined options
Location	Geographic - The relevant area or place. Select from user-defined options
Date Created	When the objective was created
Target Date	When the objective should be achieved

Buttons:

Button	Function
Save	Save changes
New	Save changes, close the record, and create a new objective
Close	Close the record

Summary Tab

Fields displayed:

Field	Description
Objective *	A brief summary of the objective
Date Completed	When the objective was achieved (leave blank until the objective has been completed)
% Completed	Indication of progress on scale of 1-100
Status	Indication of whether the objective is still open, has been achieved, or has been temporarily 'parked'

The Lock feature enables the entire record to be locked / unlocked for editing.

* = Mandatory field.

Buttons:

Button	Function
Action	Link to Action Form. This button also has an indicator that will display the number of the linked action, or 'No' if action has not yet been linked to the objective

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Details Tab

Fields displayed:

Field	Description
Reason	Why the objective has been set. This may be supplemented by a separate reference document
Detail	Detailed description of the objective. This expands on the brief summary in the 'Objective' field above, and may be further supplemented by a separate reference document
Driver values	For attributing values of importance (from 1-10) for the objective with respect to 4 key drivers
Overall rating	Multiple of the 4 driver values

Buttons:

Button	Function
Action	Link to Action Form
Save	Save changes
New	Save changes, close the record, and create a new objective
Close	Close the record

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Attachments Tab

This tab provides the facility to link one or more attachments to the objective e.g. a report, a project plan, a code of practice etc. When the form is saved, the attachment(s) get uploaded to a folder within the Qudos application.

Fields displayed:

Field	Description
Number	An automatically populated number to identify the attachment
Filename	The name of the attached file
Description	Free-text description of the attached file

Buttons:

Button	Function
Browse	Navigate to, and select the file to be attached
View	View the selected attachment
Delete	Delete the selected attachment

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