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Manage Open Performance Goals

Many Open Performance users update their goal pages every quarter and sometimes more frequently.  In fact, it’s not unusual for programs to have dozens or even hundreds of goals that need to be updated in a very short window of time.  

Performance Goal Management makes these updates much more efficient and streamlined, saving administrators time and reducing the potential for errors along the way.

Performance Goal Management Overview

Similar to the asset inventory for datasets, platform administrators can see all public and private goals on a domain, and they can even make common updates to one or more goals with the click of a button.

To use this Performance Goal Management feature, you must be an administrator on your Open Performance domain.  You can access the Performance Goal Management page by signing in and clicking the Configuration tab in the header bar.

From the navigation menu bar, click on "Goal Inventory"

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On the Performance Goal Management page you’ll see an at-a-glance view of all the goals on your domain.

Each Goal listing includes these details:

  • Title - the name of the goal, same as what shows in the goal Tile
  • Last Updated by - the user who last saved changes to this goal
  • Updated - the date when the goal was last updated
  • Visibility - indicates whether the goal is set to public or private
  • Goal Status - current state of progress towards this goal
  • Dashboard - the title of the dashboard where goal is located

Goals in the list can be sorted in ascending or descending order based on any of these details.

Administrators can export the entire list of goals, including individual goal details, to CSV for further analysis or to preserve a point-in-time snapshot of goal configurations.  Click Export, box 1 in the image below, to kick off the download.

To let us know what you think about this feature, click on the Feedback button in the upper left corner of the screen, box 2 in the image below.

Editing Goals from the Open Performance Goal Management page

Editing One Goal

Hover over a row in the Goal Management table, you’ll see two links appear under the title of the goal.  One says “Quick Edit” and when clicked, will open a pop-up containing additional information about the goal and common actions for editing. The other link says “Manage on goal page” and will open a new tab containing the full goal page for editing. If you want to edit the full goal page, these articles will show you how.

Click Quick Edit to edit the goal with the Goal Performance Management page.  

In addition to the details about the Goal that you found on the Goal Performance Management page, you’ll see additional details about the goal on the Quick Edit screen:

  • Category - the name of the category, within a dashboard, that the goal belongs to
  • Dataset Updated - for the dataset that the prevailing measure calculation is based on, the last time the data within the dataset was updated
  • Dataset Owner - the owner of the dataset that the prevailing measure calculation is based on

On the Quick Edit screen, you can execute common updates to the goal tile and prevailing measure:

  • Edit the title of the goal as it appears on the goal tile
  • Toggle the visibility of the goal between public and private
  • Update all prevailing measure settings, including the optional goal status override.

Clicking Save immediately implements any changes you’ve made to a goal and closes the pop-up.

Seeing an error message? This tool protects against invalid measure configurations. For instance, setting the start date of a goal to be chronologically after the end date will result in an error. Also, each goal must have a defined prevailing measure in order to be updated this way. Double check your goal configuration and try again.

Editing Multiple Goals

On the Goal Performance Management page, you can also edit the most common actions for two or more goals at once.

Simply select multiple rows — either by clicking the rows or by checking the boxes on the left — and click Edit Multiple Items to jump into the bulk update modal.

 

Here you’ll see a confirmation of the number of rows you’ve selected and you’ll perform three common tasks for the selected goals:

  • Toggle visibility of the goals between public and private
  • Set the start and/or end date for all of the goals
  • Choose to override the all of the goal statuses

For each change, a green checkmark box will show next to the configuration. When you hover over the green box, it will turn orange and indicate Undo. You can revert each change by clicking the Undo button next to each field.

Click Update to save your bulk changes.  Similar to the Quick Edit modal, any changes you save here will immediately apply to those goals.

Seeing an error message? This tool protects against invalid measure configurations. For instance, setting the start date of a goal to be chronologically after the end date will result in an error. Also, each goal must have a defined prevailing measure in order to be updated this way. Double check your goal configuration and try again.

 

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