Editing a goal
As a goal owner you can, at any time, edit the content of an ongoing goal. This can be particularly useful if you need to adjust the due date of a goal or add a measurement criteria for example.
The platform offers two options to access a goal edition page:
Directly from the My goals or the Shared goals table
From the goal individual page
To edit a goal from the My goals or the Shared goals table, proceed as follows:
Go to Passport > Goals and from the drop-down list select the Goal group you wish to see. Select a goal plan and locate the goal that you want to edit. To make the location of the goal easier, you may also enter the name of the goal in the search bar.
Click the button located at the very right of the goal record, as illustrated in the following figure:
Edit button access from goal table
Click the Edit button. You are redirected to the goal edition page.
Edit the goal as needed and click Save at the top-right of the screen. The goal is updated accordingly.
To edit a goal from its individual page, proceed as follows:
Go to Passport > Goals and from the drop-down list select the Goal group you wish to see. Select a goal plan and locate the goal that you want to edit. To make the location of the goal easier, you may also enter the name of the goal in the search bar.
Click the name of the goal located at the very left of the goal record. The goal individual page is opened .
Click the button at the top-right of the goal screen and select Edit. You are redirected to the goal edition page.
Edit the goal as needed and click Save at the top-right of the screen. The goal is updated accordingly.