Task:
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Goal plan execution
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Who receives it:
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Users set as members of the team responsible for executing the goal plan.
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When:
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▪The planning of the goal plan cycle is finished. ▪The input of a goal plan cycle is performed in the execution step. |
Purpose:
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To allow responsible parties to start and finish the goal plan execution, as well as edit employees.
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How to execute this task:
1.
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In the list of pending records, select the desired goal plan.
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2.
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After that, click on the  button on the toolbar. At this point, the goal plan execution data screen will be displayed.
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3.
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If the status of the selected evaluation plan cycle is "Start", in the General data  Execution section, enter the survey execution start date. If desired, it is also possible to edit the responsible team for execution. The other fields on the screen will be displayed with the information filled out when planning the cycle.
See a detailed description on how to start the execution of a training in the Starting the execution of a goal plan cycle section.
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4.
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Fill in the End field, in the General data Execution section, with the date when the cycle is being finished. Then, click on the Save and next step button. The system will ask whether you wish to send the plan to the next step. Click on the desired option:
▪Save only: Allows saving the execution data of the goal plan and keeping it with the "Execution" status. ▪Confirm: Allows finishing the evaluation of the goal plan cycle. The goal plan may only be finished successfully if all goals related to it have their execution finished as well.
▪If, when creating a goal plan, it is set that the frequency of the execution will be by the "Execution date", after finishing the plan, the system will generate the Goal plan start task for the due responsible parties, in accordance with the configured frequency and anticipation. ▪If the frequency type configured is "Uncontrolled frequency", it will be possible to add a new execution cycle in the planning or execution step. |
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