Tracking objectives and key results
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The configuration described in this article is applicable to version 3.0 of the system. For the configuration of previous versions, click here.
Prerequisites
- Access to the Objective (OK002) menu.
- Objective with at least one previously defined key result.
- User with the View control allowed in the objective's security list.
Introduction
The Objective (OK002) menu allows for tracking the progress of objectives and their key results, with the possibility of viewing data such as: the parties responsible for the objective, its current status, the validity period, and the reached progress percentage.
In key results, it is possible to track three important aspects: the evolution of check-ins, the confidence level, and the check-in history.
To verify the data of the objective and obtain information about its progress, follow the steps below, applicable to version 3.0 of the system:
Tracking objectives
1. Access the Objective (OK002) menu.
2. Use the filters to locate the desired objective and click on it once.
3. On the screen that will be opened, a summary of the objective will be displayed, with a list containing its key results and the actual progress percentage.
4. Click on the 
button to access more action options.
5. Select Open data to view the full data screen of the objective.
Tracking key results
1. Access the Objective (OK002) menu.
2. Use the filters to locate the objective with the desired key result.
3. Click on the arrow corresponding to the objective, located to the left, in order to expand it.
4. The key results will be displayed along with their data, such as the party responsible for the result, the current progress, and the number of related initiatives.
5. Click on a key result to view its full data.
6. The Summary side screen will be displayed; the key results that already have values inserted display check-in data for analysis. To view them, simply browse through the screen and analyze the information:
- Check-in evolution chart: displays the progress of activities related to the objective and allows for identifying possible delays or deviations.
- Check-in confidence level chart: represents the confidence level assigned by the responsible party when checking in, indicating whether they believe the objective will be achieved. Displays the variation of this metric throughout time.
- Check-in history list: the check-in history records the moment in which the data was collected, allowing users to view the event chronologically.
The objective progress calculation is performed through a weighted average of the progress percentages of its key results.
Complementary resources
Upon accessing the key result, in addition to viewing data on the summary screen, it is also possible to access other tabs, which contain more key result features:
Initiatives
1. Access the Objective (OK002) menu.
2. Find the objective and click on the arrow corresponding to it, located to the left, in order to expand it.
3. Click on the key result to which the initiative will be added.
4. On the side screen that will be opened, click on the Initiatives tab.
5. Click to create or associate initiatives in the key result of the objective.
Check-in
1. Access the Objective (OK002) menu.
2. Find the objective and click on the arrow corresponding to it, located to the left, in order to expand it.
3. Click on the key result to which the check-in will be added.
4. On the side screen that will be opened, click on the Check-in tab.
5. Click to add the check-in to the key result of the objective.
Comment
1. Access the Objective (OK002) menu.
2. Find the objective and click on the arrow corresponding to it, located to the left, in order to expand it.
3. Click on the key result to which the comment will be added.
4. On the side screen that will be opened, click on the Comments tab.
5. Enter the comment in the key result of the objective.
History
1. Access the Objective (OK002) menu.
2. Find the objective and click on the arrow corresponding to it, located to the left, in order to expand it.
3. Click on the key result whose history you wish to view.
4. On the screen that will be opened, click on the History tab.
5. View the changes made to the key results of the objective.
Conclusion
Use this resource to track the progress of your objectives, save searches, and share them with your team, so that all users can access information and contribute to the progress and achievement of objectives.
Once the objective is achieved, the next step is to change its status, indicating that the objective has been finished.