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