This page shows four Objective groups. Company, Division, Team and User Objectives. The user can navigate each Objective group using the left and right arrows, or the dash navigation below. All users can view the Objectives page, but there are restrictions as to who can create and edit objectives, and which objectives users have visibility of.

All users can at least view

  • All company objectives
  • All Objectives in Divisions that they are part of. This link is acquired via Team link and then the division that the Team is in.
  • All Objectives in Teams that they are part of.
  • Their own user objectives

If a company/division objective is Archived it is removed from the carousel
If a company/division objective Status is updated to ‘Done’ is to be removed from the carousal
If a company/division objective End Date is overdue it remains on the carousel.

Company Objectives

The company objectives are displayed on all pages in the scrolling carousel banner. The banner is interactive allowing users to go forward or back between objectives and to click on an objective to display it.

All users can view company objectives. The company owner/admin can edit existing, or create new, company objectives by scrolling. Existing objectives will have an ‘Edit Objective’ button. Where new company objectives can be added an ‘Add Company Objective’ button is shown (This will only show if there are less than 5 active company objectives).

Division Objectives

The division objectives are displayed on all pages in the scrolling carousel banner. The banner is interactive allowing users to go forward or back between objectives and to click on an objective to display it.

  • If the user is a Company Owner/Admin – they see ALL divisions and can add / edit objectives.
  • If the user is a Division Owner – they can see their Divisions only and can add / edit objectives.
  • Any other user – they can see the division objectives that they are a part of (ie they are in a team that is linked to the division) and can view objectives in read only.

Division Objectives are in the next group on the Objectives page. Each Division can be scrolled through using the left and right arrows or the dash navigation beneath. The division name is shown with an ‘Objectives’ button which opens that division’s objectives list.

Division Objective List

The Objective List view shows the Objective Title, End Date and Status with quick links to Edit the Objective or Archive the Objective directly from the Action column. Objectives in this list are sorted in End Date order, which the next to end at the top of the list. At the bottom of this list is an Add New Objective button if the user is a company owner/admin/division owner.

Clicking on Add new Objective from the Division’s Objective List window opens a new form called Create <Division> Objective.

Team Objectives

Team Objectives are in the next box. Each Team can be scrolled through using the left and right arrows or the dash navigation beneath. The team name is shown with an ‘Objectives’ button which opens that team’s objectives list.

  • If a user is above role 1 (Company Owner/Admin or Division Owner) they can see ALL teams and have the ability to add / edit objectives.
  • If a user is a Team Owner or Team Leader – Get all teams they are in + own. These users can Add / Edit objectives
  • If a user is a Team member – Get all teams they are in. These users can view objectives in read only.

Team Objective List

The Objective List view shows the Objective Title, End Date and Status with quick links to Edit the Objective or Archive the Objective directly from the Action column. Objectives in this list are sorted in End Date order, which the next to end at the top of the list. At the bottom of this list is an Add New Objective button if the user is a company owner/admin/division/Team owner.
Clicking on Add new Objective from the Team’s Objective List window opens a new form called Create <Team> Objective.

User Objectives

The user can edit existing, or create new, user objectives by scrolling. Existing objectives will have an ‘Edit Objective’ button. Where new user objectives can be added an ‘Add User Objective’ button is shown. User objectives are only visible to that user.

Create and Edit an Objective

Adding a new company objective, or editing an existing one, uses the same form. Create new from the Add Company Objective button or edit by navigating to the existing objective and clicking ‘Edit Objective’.

In the Add/Edit Company Objective window there is validation on all fields to ensure they are all completed on save.

Objective: 250 Character Limit
Key Result: 250 Character Limit
Create Date becomes read only once saved. Currently there is no default date, this value will default to todays date as part of future functionality)
Status Dropdown menu with options ‘Not Started’, ‘Just Begun’, ‘Working on it’, ‘Nearly There’, ‘Done’
Time Frame Dropdown menu with options ’90 Days’, ‘6 Months’, ‘1 Year’
OR Custom End Date which is a toggle option that changes the Time Frame field to End Date once active. A date is mandatory if Custom End Date is selected. The date must be greater than the Creation Date)
Category Dropdown list of Categories set in the Admin section
Reminder Days This is a number value input and is used to remind the user about the upcoming end date of the objective. Note Reminders currently don’t trigger a reminder, this will be part of future functionality

In the Edit Objective window there is an additional option:
Archive Once archived the:

  • Company Objective-will be removed from the company objectives section and the company objective carousel and the Company Owner/Admin will be able to add a new company objective.
  • Division Objective-will be removed from the Division objective carousel and the Division objectives list.
  • Team Objective-will be removed from the Team objectives list.
  • User Objective-will be removed from the User’s objectives section.

Note: Currently users are unable to access archived Objectives, this will be part of future functionality

Close – Closes the window and clears all populated fields
Save Objective – Stores the objective in the DB and displays the new:

  • Company objective in the Company Objective section of the Objectives page, and in the Company Objective scrolling carousel.
  • Division Objective-in it’s Division section’s objective list and the Division objectives scrolling carousel.
  • Team Objective-in it’s Team section’s objective list.
  • User Objective-in the User’s Objective section

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