Managing goal types
If you are the owner of a goal type, either because you created the goal type or because another person added you as a goal type owner, you can perform certain management tasks on goal types, specifically edition.
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If you are not an owner of a goal type, you can still view it in read-only mode by clicking the icon.
The goal type management interface is available under Workbench > Performance management > Goals > Goal types.
In the list, the goal types are displayed by alphabetical order. There are two statuses for goal types: Draft or Published. Goal types in Published status cannot be edited. They can only be viewed in read-only mode.
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You also have the possibility to start creating a new goal type through this page, by clicking the Create goal type button located in the top-right corner of the list.
Editing a goal type
To edit an existing goal type, proceed as described below.
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You can only edit goal types which have not been published yet.
Locate in the list of existing goal types the item that you want to edit.
Click the button located in the far right of the row corresponding to the goal type. The goal type form is opened on step 1, Goal type details.
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Perform the changes that you need at the various steps of the process:
Step 1: Goal type details
Step 2: Population
Step 3: Assignment
Step 4: Approval flow
Step 5: Form builder
For full details about each step of the goal type form, refer to Creating a goal type.
Click Create in step 5 of the form if you want to publish the goal type or click Save in the top-right corner of the application window if you want to save the goal type as a draft.