Action Item - Goal

The following goals do not appear on the user's Action Items page:

  • Shared Goals
  • Goals in the following statuses: Pending Creation Approval, Denied, Cancelled, Complete

To access the Action Items, go to Home > Universal Profile. Then, click the Actions tab.

View Team

The View Team flyout is designed to allow managers, approvers, and custom relationships to quickly navigate between subordinates' profiles and transcripts. When enabled, the View Team flyout is available to managers and dotted line managers on all pages of their Universal Profile and the Universal Profile of their subordinates. This flyout displays the manager's reports visually.

The View Team button only displays if enabled in the portal. Administrators may enable or disable this flyout via the My Team Dropdown section within Universal Profile General Preferences. See Universal Profile General Preferences.

See Universal Profile - View Team Flyout.

Options

An Options button may be available on various pages of the Universal Profile. This menu may include options such as Assign Training and Create Goal. See Universal Profile Options Drop-down Overview.

Goal Action Item Details

When a goal action item is displayed on the Action Items page, the following is displayed for each action item:

  • Color Strip - The left edge of the action item icon is color coded to represent proximity to the due date of the action item. For example, if the action item due date is past due, then the color strip is red to indicate that action is required immediately. If an action item due date is not eminent, then the color strip is green to indicate that action is not required immediately. See the Color Strip Key section below for additional information.
  • Title - This displays the action item title. Click the action item title to open the Manage Goals page for the appropriate goal.
  • Due Date - This displays the action item due date.
  • Status - This displays the current status of the action item. See the Goal Statuses and Actions section below for additional information.
  • Priority Flag - This button allows users to mark action items as high priority. Priority can be helpful as a visual indicator to users. Also, action items can be filtered by priority from the Sort drop-down at the top of the page. When the priority flag is not selected, it is gray . When the priority flag is selected, the action item is high priority and the flag is red .

Action Item Options

The following options are available from the action item drop-down menu:

Goal Statuses and Actions

Status Actions Action Behavior
First user-defined status Manage Redirect the user to the Manage Goals page for the appropriate goal
Second user-defined status Manage Redirect the user to the Manage Goals page for the appropriate goal
Third user-defined status Manage Redirect the user to the Manage Goals page for the appropriate goal
Pending Modification Approval Manage Redirect the user to the Manage Goals page for the appropriate goal
Pending Completion Approval Manage Redirect the user to the Manage Goals page for the appropriate goal
Pending Cancellation Approval Manage Redirect the user to the Manage Goals page for the appropriate goal
Approved Manage Redirect the user to the Manage Goals page for the appropriate goal
Modification Denied Manage Redirect the user to the Manage Goals page for the appropriate goal

Goals in the fourth user-defined status or the Pending Approval status do not appear on the Action Items page.

Color Strip Key

The following colors are available:

  • Red - Due today or past due
  • Orange - Due within the next seven days, not including today
  • Green - Due after seven days