Managing objectives

An objective is a long term goal that your company would track. This article shows you how to manage objectives in your ClearPoint account.

Adding an objective

Make sure that you are in the right scorecard by selecting the scorecard name from under Scorecards in the top navigation. From the Objectives dropdown menu, click on Manage Objectives. Click the plus icon in the top-right corner. A new window will appear.

Enter a name for the new objective in the ‘Name’ field. More information such as owner and description can be added on this screen as well. Click Save.

Your new objective will appear at the end of the list. For more information on re-ordering elements, please see this article on Reordering Elements.

Editing an Objective from the ‘Manage Objectives’ page

Click on the Objective menu in the top navigation and select Manage Objectives. A list of all the scorecard objectives will appear. Scroll to find the appropriate objective, or use the filter at the top of the page to search. Click on the pencil icon next to the objective. A new window will appear. An objective can be updated on the Update Fields tab. Updates are changes that apply to that particular period. This article explains the difference between updating and editing.

Click on the Edit Fields tab. In this tab, changes can be made to the objective that will stay the same regardless of what period the user is in. Examples of information that can be edited could be a objective name, reporting frequency, owner, or description.

An objective’s link can be changed using the Links tab. Learn more about linking elements. To add, edit, or delete a notification, click on the Notifications tab. Learn more about notifications. When finished making changes, click Save.

Editing an Objective on a detail page

From the objective’s detail page, click on the pencil icon in the upper right corner. A new window will appear. When finished making changes, click Save.

Bulk editing objectives

Bulk editing objectives can save you time. Click on Objectives in the Top Navigation. Select Manage Objectives in the dropdown menu.

A list of the objectives in the scorecard will appear. Select the objectives with changes by checking the box to the left of the objective name. To select all objectives, check the box next to the Filter Bar. Once the appropriate objectives have been selected, click the edit menu next to the plus icon in the upper right hand corner. Select Edit Multiple. A new window will appear.

The Objectives to Update shows all of the objectives you will be making changes to. In the Edit Fields section, changes can be made to the objectives that will be the same no matter what period the user is logged into. In the Update Fields section, changes can be made for the particular period.

Select the fields you want to change from the Select Fields menu. Selected fields will appear below. Select the value you want to apply to each field here. When finished, click Save. Please note that these changes, once saved, will be reflected on all of the objectives that were selected.