Create a Goal

Learn how to create new Goals and set Goal Values for each Location in your organization

Creating Goals is a great way to set objectives for your organization and track progress toward them. To get started with Goals, you must first create a Goal. Keep reading to learn about:

• Who can create a Goal?
• View current Goals
• Create a Goal, including
  • Creating a Goal's criteria
  • Assigning Goal Values to Locations

Who can create a Goal? 

Anyone with the Quality Administrator System Role Permission can create Goals. 

People with other Administrator Permissions may be able to access the Goals Administration page, but cannot make changes to it. 

View current Goals

To view the Goals already created for your organization, navigate to Admin > Organization > Goals. 

• Each Goal in your organization will be listed. By default, columns displaying each Goal's Type, Start Date, and End Date will be visible. 
• Use the Goal Type Quick Filter to filter the list for Goals of a certain Type: Impact, Items Submitted, Items Completed, People Count, or People Percentage. 
• Edit columns on the list by hovering over one of the existing column headers, and selecting the dropdown arrow. 
  
  • Select Sort Ascending to arrange the list of Goals by increasing values in your column of choice. 
  • Select Sort Descending to arrange the list of Goals by decreasing values in your column of choice. 
  • Select Columns to change which columns appear in the list. These changes will be temporary. 

Create a new Goal

To create a new Goal, navigate to Admin > Organization > Goals. 

• Select + Create Goal. 

Create Goal criteria

The first step in creating a Goal is to define the criteria an Item, Impact, or User must meet to be counted toward the Goal. 

In the Criteria tab of the Create Goal window:

• Name: Give your new Goal a name. 
• Goal Type: Select a type of Goal. 
  • Items Submitted Goals help you set a target number of Items you want Locations to create in a specified time frame.
  • Items Completed Goals help you set a target number of Items you want Locations to complete in a specified time frame. 
  • Impact Goals help you set a target Impact you want Locations to achieve in a specified time frame. 
  • People Count Goals help you set a target number of users in a Location that meet your criteria. 
  • People Percentage Goals help you set a target percentage of users in a Location that meet your criteria. 
• If you select Items Submitted or Items Completed as the Goal Type:
  
  
  • Start Date: Enter the date you want Goal tracking to begin.
    • Item Submitted Goals will only count Items that have been Submitted after this date.
    • Item Completed Goals will only count Items that have been Completed after this date.

• • End Date: Enter the date you want Goal tracking to end. 
    • Item Submitted Goals will only count Items that have been Submitted before this date.
    • Item Completed Goals will only count Items that have been Completed before this date.

• • Template: If desired, select one or more Templates. Only Items created from Templates listed in this field will be counted toward the Goal. If no Template is specified, Items of any Template can be counted toward the Goal. 
  • Item Filter: Select the filter icon to enter the Item Filter. Use the Item Filter when you want to provide more specific criteria as to which Items should be counted toward the Goal. 
  • Location Type: Use the toggles to select one or more Location Types. This selection will determine which Location on an Item receives credit toward its Goal. 
    • For example, if you select Responsible as the Location Type, then only an Item's Responsible Location will receive credit when the Item meets the Goal criteria. The Originating and Impact Locations on the Item will not have the Item counted toward their Goals.  

• If you select Impact as the Goal Type:
   
  • Start Date: Enter the date you want Goal tracking to begin. Only Impacts on Items with a Date Reference after this date will be counted toward the Goal.
  • End Date: Enter the date you want Goal tracking to end. Only Impacts on Items with a Date Reference before this date will be counted toward the Goal.
  • Date Reference: Select your Date Reference. The Date Reference determines which Item date the system references when determining whether Impacts fall into your Goal's Date Range. 
    
    • For example, if you select "Completed in", an Item's Impact will only be counted toward the Goal if that Item has a Complete Date between the Goal's Start Date and End Date. If the Item has not been Completed in the date range, the Impact won't be counted. 
  • Impact: Select which Impact Types should be counted toward the Goal. You can select multiple Impacts in this field, if desired. 
    • If you select a Quantitative Impact that supports Impact Values, then an additional Impact Value field will appear. Use this field to narrow down which classifications within the Impact should be counted toward the Goal. 
  • UOM: Select whether the Goal will be tracked in Currency or Units. This will determine which unit of measurement you will use when assigning Goal Values. When the Goal is displayed on a Report or Widget, the Goal will appear in the unit of measurement you select. 
    • UOM is important when your Goal tracks Impacts that can be reported in currency or units such as Waste, Product, Resources, Environmental Impact, Time Savings, Takt Time, Cycle Time, and Lead Time. 

• • • If the selected Impact is only reported in currency, then this field will automatically default to Currency and cannot be edited.  

• • Item Filter: Select the filter icon to enter the Item Filter. Use the Item Filter when you want to provide more specific criteria as to which Item's Impacts can be counted toward the Goal. 
  • Location Type: Use the toggles to select one or more Location Types that should receive credit for Impacts matching your Goal criteria. 
    • For example, if you select Responsible as the Location Type, then only an Item's Responsible Location will receive credit when its Impact meets Goal criteria. The Originating and Impact Locations on the Item will not have the Impact counted toward their Goals.  
• If you select People Count as your Goal Type:
   
  • Goal User Filter: Select the person icon to open the User Filter and set the criteria a user must meet to count toward the Goal. 
• If you select People Percentage as your Goal Type:
   
  • Goal User Filter: Select the person icon to open the User Filter and set the criteria a user must meet to count toward the Goal. The number of users meeting this criteria will be the numerator in the Goal calculation. 
  • Total User Filter: Select the person icon to open the User Filter and set the criteria users must meet to be included in the Goal total. The number of users meeting this criteria will be the denominator in the Goal calculation. 
    
    • Customizing which users are included in the denominator of the calculation allows you to create more precise Goals. For example, your objective might be to have all leaders in your organization earn a certain Badge. In this example, you'd want to apply the Leader Persona criterion in the Total User Filter so that only leaders are considered while calculating the percentage. 
    • If you don't enter any criteria for the Goal's total, all user accounts, including Inactive Users, will be used in the calculation. For this reason, we recommend you at least specify a User Type in the total. 

• Select Save. 

Assign Goal Values for Locations

After you select Save while creating a new Goal, you are automatically directed to the Assign Values tab of the Edit Goal window. 

This window gives you a hub where you can enter Goal Values for every Location in your Organization. Goal Values are the targets a Location must meet to achieve the Goal. 

• The Network is displayed on the left. Select the arrows beside each Location to expand it and view Locations nested beneath it. At the top of the Assign Values tab, you can:
  • Use the Location Search to search for a specific Location within your organization. 
  • Use the Level Type Quick Filter to show all Locations with your selected Level Type in the Network. 

• There are two columns where you can enter Goal Values: Location & Below and Location Only. These two types of Goal Values are independent and do not affect each other. 
  • Location & Below: When you enter a Value in this column, it is a Goal for the Location and all Locations nested beneath it, meaning each nested Location's contributions will be counted toward this Goal.  
  • Location Only:  When you enter a Value in this column, it is a Goal for one Location, meaning only this Location's contributions will be counted toward the Goal. 

To assign values to a Location:

• Hover over a Location in the Network. The row will highlight blue. 
  
• Select the existing Value or empty space in the Location & Below or Location Only column. A number field will appear. 
   
  • If you are in the Location & Below column, enter a Goal Value you want this Location and all Locations nested beneath it to achieve. Use this column when you want a segment of your Network to work collectively toward a Goal. 
  • If you are in the Location Only column, enter a Goal Value you want this Location alone to achieve. Use this column when you want to set a Goal for each Location individually. 

• Select Save or Save & Refresh when you are finished assigning Goal Values.
  • Save will save your work and return you to the Goals Administration page. 
  • Save & Refresh will save your work and keep you in the Edit Goal window. We recommend saving your work often as you assign Goal Values. 

What's Next?

Now that you have created a Goal and assigned Goal Values, we recommend you check out the article below for a holistic explanation of how Goals work and your options for visualizing a Location's progress toward their Goal. 

• What are Goals? 

Recommended Reading

• Delete a Goal
• Edit a Goal
• Widget Cards
• Impact by Location Report