Editing a key result
Prerequisites
- User with permission for the Objective > Planning or Execution menus in SoftExpert Configuration > Configuration > Access group (CM011).
- Objective in progress with at least one key result defined.
- User with the Edit control enabled in the security list of the objective to which the key result is linked.
Introduction
During the progress of the objective, it may be necessary to perform adjustments to the key result data and configurations.
To edit a key result, follow the steps below:
Editing a key result
1. Access the Objective (OK002) menu.
2. Hover the mouse over the objective to which the desired key result is linked.
3. Click on the Expand button that will be displayed.
4. The key results of the objective will be displayed. Click on the desired one.
5. On the screen that will be opened, make the necessary changes, such as editing the Weight or Responsible.
6. Click on Save to apply the changes.
Complementary resources
Accessing a key result through the objective data screen
When the logged user has the Planning permission in the Objective menu, they will have access to the objective data editing mode. This option allows performing the same changes to the key result through a different path.
1. Access the Objective (OK002) menu.
2. Hover the mouse over the objective to which the desired key result is linked.
3. Click on the Edit data button that will be displayed.
4. On the screen that will be opened, click on the Key result tab.
Attributes
If attributes are configured for the key results, they will be available for completion. To fill them out, perform the following steps:
1. Access the Objective (OK002) menu.
2. Hover the mouse over the objective to which the desired key result is linked.
3. Click on the Expand button that will be displayed.
4. The key results of the objective will be displayed. Click on the desired one.
5. On the screen that will be opened, click on the Attributes tab.
6. Fill out the available attributes.
Adding comments
1. Access the Objective (OK002) menu.
2. Hover the mouse over the objective to which the desired key result is linked.
3. Click on the Expand button that will be displayed.
4. The key results of the objective will be displayed. Click on the desired one.
5. On the screen that will be opened, click on the Comments tab.
6. Enter the desired comments.
Viewing the history
Access the history to view records and check-in changes in the key result:
1. Access the Objective (OK002) menu.
2. Hover the mouse over the objective to which the desired key result is linked.
3. Click on the Expand button that will be displayed.
4. The key results of the objective will be displayed. Click on the desired one.
5. On the screen that will be opened, click on the History tab.
Conclusion
Thus, changes have been made to the key result!
Whenever changes to the key results are considered necessary while tracking the objective progress, they can be performed by authorized users.