Goals Configuration - Status Administration

Statuses are used to express the progress of a goal. Statuses are determined by a set of criteria and can be displayed as a color or a name. In the Status Administration section, you have the ability to customize the color and name associated with the status, as well as the conditions that determine each status throughout the OU.

The system allows you to define four statuses. The default status for all goals is the On Track status. If a goal does not qualify for any other status it will automatically be in this status. The status that indicates the goal, task, or target is finished is Completed. This can be measured in different ways, but is used to indicate that the criteria for goal completion have been satisfied.

To modify Goals Configuration, go to Admin > Tools > Performance Management > Goals Configuration.

Color

The Color associated with a status is used to express the progress of a goal. For example, green could be used to convey that a goal is either on track for completion or has been completed, and red could be used to convey that a goal is either behind in progress or at risk for failure. These colors will be displayed in progress bars and in the hierarchy status column. You can change the color associated with each status by clicking the color square next to the Status Name. This opens a screen where you can either select a color or enter the Hex Value for a color.

Status Name

The Status Name is used to label the status. This name should also indicate the progress of the goal. For example, if the goal is finished, it could be named Completed; if the goal is at or above where it should be, it could be named On Track; if the goal is below where it should be, it could be named At Risk. This field is limited to 25 characters.

If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Conditions

Conditions are used to determine which status to display for each goal.

When determining which status a goal is in, the goal will be set to the first status that matches the conditions starting at the bottom status and moving upwards. The Completed status is always checked first. For example, in the image above, that would be Completed, At Risk, Behind, On Track.

If progress is disabled and a goal has no tasks or targets, users must manually update the goal's status by selecting it from a drop-down list.

On Track Status

On Track is the default status for goals. There are no conditions for this goal, so if a goal does not fit in the other statuses you establish, it will automatically be in this status. You can change the name and color of this goal, but you cannot add or edit the conditions.

Completed Status

Completed is the status that indicates that the criteria for goal completion have been satisfied. You can choose the completion condition for this status as well as the color and name. To edit this condition, click the Edit icon in the Options column. You may select only one of the following conditions for goal completion:

  • Overall goal progress is 100%.
  • All goal targets are complete.
  • All goal tasks are complete.

Additional Statuses

There are also two other statuses available to you that can be used to indicate other levels of goal progress. You should change the names and colors to match the type of status you are representing. For example, you may want to create a status that indicates that the user is behind in his goal progress, or you may want to create a status that indicates the user has not yet started the goal.

  • To add a new condition, click the plus symbol next to the status. Conditions are divided into three groups: goal-based conditions, task-based conditions, and target-based conditions. If tasks or targets are turned off, those conditions will not appear.
  • To edit a condition, click the Edit icon next to the condition in the Options column.
  • To remove a condition, click the Delete icon next to the condition in the Options column.

When creating a goal-based, task-based, and target-based status conditions, depending on the backend setting, the percentage fields may accept up to two decimal places. Note: The days fields do not support decimal places.

You can add more than one condition for each of these statuses and if any of the conditions are met, that status is selected. You can also edit or delete conditions individually.