Editing and Deleting a Goal Template Records

This page guides you through the process of editing the goal templates.

These are the topics on this page:

Editing Goal Templates

To edit a goal template record observe the following steps

Select the Administration> 11. Goal Template sub-menu to open the Goal List page.
Within the search field input the particulars of the Goal template
Highlight the Goal record that is to be edited and either click on the edit button or double-click on the Goal record. Edits undertaken against the Goal record include:

Adjustment to the Goal Template name.
Inclusion or the removal of goal tasks. To assign additional tasks select the Add record icon button to register a new task through the New Goal Task record page. To remove a task select the Delete Record icon located to the right of the task.
Adjustment to the Goal Template Task name. Double click the task name listed within the datagrid to open the Edit Goal Task record page, apply your revisions, save the record and click CLOSE.
Click the SAVE button to update the Goal Template record.
Click the CLOSE button to exit the page and return to the Goal List page.

To delete a goal template, observe the following steps:

Select the Administration> 11. Goal Template sub-menu to open the Goal List page.
Within the search field input the particulars of the Goal template.
Highlight the Goal Template record to be deleted.
Click the Delete Button in the ribbon bar.
Click the OK button to confirm the deletion of the selected record. Record listing will refresh..

To edit the activity status of a Goal template record observe the following steps:

Refer to steps 1-2 under the topic Edit a Goal template Record listed above.
To deactivate the Goal record select the Deactivate button . Deactivating the record will set it to read-only.
To activate the Goal record select the Activate button.
Click the CLOSE button to exit the page and return to the Goal List page.