Creating Goals

The Set New Goal process consists of the following steps:

To set a new goal:

Navigate to Goals > Set New Goal.
Select the relevant goal type from the available options.
Select Next to select the Application.
Select one of the applications displayed. The resources for this goal will be from the selected application.
Select Next to set the scope.

Scope

Select resources (one or more) from any of the following categories:

Top level resources – Resources for a specific application from the top level of the resource tree.
Resources that change inherited permissions – Resources that inherit permissions, with permissions added to those inherited permissions.
Resources that do not inherit – Resources that break inheritance.
All resources – Resources from the entire resource tree.
Check the checkbox next to one or more resources to select them, then elect Add under the resource list to add them as new activities in the current goal.
Check the Select All checkbox to select all the resources listed under each category.
The number of resources selected will display in parentheses in Resources Added, and the added resources will be unchecked in the original resource list.
Select Resources Added to display a list of selected resources.
Select the blue X to the right of any selected resource in the list to deselect that resource.
Select Save to save the revised selection of resources.
Select Next to open the Settings screen.

There are two methods of finalizing data owners:

Review Process Required: A reviewer must approve or reject the selected data owners before their final appointment.
Automatic: Appoint selected data owners without a review based on the votes of the participants.

If you select Review Process Required:

Start typing to select a reviewer in the Reviewers text box.
Select the blue X to the right of any selected reviewer in the reviewer list to deselect them.
Select Next to open the Summary screen.

The goal Summary screen lists the following information:

Goal Type – The goal type (e.g., Data Owners Election)
Goal Name – The name selected for the goal
Application – The application for which a data owner is to be selected
Scope – Number of resources
Appointment Method – Either Review Process Required or Automatic
Reviewers – Names of reviewers if the appointment method is Review Process Required

Select View List in Scope to view the selected resources.

Select Create Goal at the bottom right of the Summary screen.

A success dialog will display, indicating that the goal was created successfully, and requesting that you execute the goal in Running Goals.

Select OK to finalize the goal creation.