Task:
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Goal plan draft
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Who receives it:
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Users set as members of the team responsible for the goal plan.
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When:
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▪After the goal plan is planned; ▪A draft route is configured in the goal plan. |
Purpose:
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To allow drafting the planned goal plan.
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How to execute this task:
1.
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In the list of pending records, find and select the desired goal plan.
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2.
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After that, click on the  button on the toolbar.
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3.
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At this point, the goal plan execution data screen will open with the previously planned information. For detailed information about the screen fields, access the Adding a goal plan cycle section.
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4.
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Access the "Goal" section and draft the goals included in the planning of the plan. To do so, just edit the desired goal through the list shown in the section.
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5.
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After configuring what you want, save the goal plan.
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