Admin: How to edit Goals

Speaker 1 (00:01):
Hello and welcome to eLeaP. In this tutorial, what we want to do is to edit existing goals. In this case, I am taking this engineering Q4 goal, and I want to edit it. So you’ve got a couple of ways to do that. Can click right here and there, ellipses the three dots there, and you can go into the edit menu right over there. Of course, you can also click on the goal. And within the goal, you have an option right over here to click edit to be able to edit the goal. Now, a couple of things that you could think about in terms of editing a goal, for example, could be, well, instead of assigning it to individuals, you could assign it to a team. Now, do make sure that you know that that’s what you’re doing, because that can change the properties of the goal.
(00:51):
So for example, changing it from a team, a person based assignment to, for example, a team-based assignment can change the attribution of the goal, in fact, who has access to the goal. So just be aware of that. And then of course, as we saw earlier, if you have a parent goal linked and you change an midstream, that can also have an impact. So just be aware of that. But typically to change or edit a goal, you simply either can click on the three dots right here, we call them ellipsis to go into the edit menu. Or if you are already in a goal, if you’ve clicked on the goal, you can click on the edit option. And again, that brings you this window where you can click to edit the section or the advanced settings of the goal. As usual, if you have any questions about this or any other features in the system, please do not hesitate to contact us.