Goal

Click on the Select department button and in the Group by field, click on the corresponding option by which you wish to find the record: all, active, or inactive. In the panel below this field, in the displayed hierarchy, select the object you wish to use as a filter. After that, click on Apply. For more information, refer to the Search filters Filtering records through the type hierarchy section.

Title: Enter the title of the goal you wish to search.

Status: Expand the list and check the option corresponding to the status of the goal plan in which the goal you wish to search is.

Inherited: Select "Yes" in order for the system to filter and list only inherited goals, if the goal you wish to search is inherited. Select "No", otherwise.

Deadline status: Expand the list and check the option corresponding to the possible status of the evaluation plan you wish to search.

Deadline: Select the deadline of the goal you wish to search, which was set when the goal was added.

Start: Select the start date of the goal plan to which the goal you wish to search belongs.

End: Select the end date of the goal plan to which the goal you wish to search belongs.

Progress: Enter the number for the progress percentage of the goal you wish to search.

Responsible for the execution: Enter the user responsible for executing the goal plan you wish to search.

Goal plan: Select the goal plan to which the goal you wish to search belongs.

ID #: Enter the ID # of the goal plan to which the goal you wish to search belongs.

Name: Enter the name of the goal plan to which the goal you wish to search belongs.

Cycle: Enter the number range that covers the cycle of the goal plan to which the goal you wish to search belongs.

Deadline: Enter the deadline set for the goal plan to which the goal you wish to search belongs.

Status: Expand the list and check the option corresponding to the status of the goal plan to which the goal you wish to search belongs.

Planned: Select the date range that covers the planned dates for executing the cycle of the goal plan to which the goal you wish to search belongs.

Actual: Select the date range that covers the actual execution dates for the cycle of the goal plan to which the goal you wish to search belongs.

Only plan last execution: Check this option for the search to consider only the last execution cycle of the goal plan to which the goal you wish to search belongs.

Click on the Add employee button and select the department, position or the employee associated with the goal plan whose execution cycle has the goal you wish to search. Then, click on Apply.

User ID: Enter the ID of the employee included in the goal you wish to search.

Name: Enter the name of the employee included in the goal you wish to search.

Position: Select the position held by the employee included in the goal you wish to search.

Leader: Select the leader of the employee included in the goal you wish to search.

User status: Expand the list and check the possible status of the record of the employee included in the goal you wish to search.

Type: Expand the list and select an applicability type. In this way, the system will filter and list only the goals with the applicability of the selected type.

Organizational unit: Select the organizational unit set in the applicability of the goal you wish to search. If the applicability of the goal you wish to search has the organizational unit associated with your user's data, just click on the "Fill out the field with logged user data" button.

Position: Select the position set in the applicability of the goal you wish to search. If the applicability of the goal you wish to search has the position associated with your user's data, just click on the "Fill out the field with logged user data" button.

User: Select the user set in the applicability of the goal you wish to search. If the applicability of the goal you wish to search has your user, just click on the "Fill out the field with logged user data" button.

Team: Expand the list and select the team set in the applicability of the goal you wish to search.

Evaluator: Find and select the evaluator of the goal you wish to search.

Proficiency scale: Expand the list and select the proficiency scale set for the evaluation of the goal you wish to search.

Revision: Expand the list and select the revision step of the evaluation of the goal you wish to search.

Proficiency level: Find and select the proficiency level for the evaluation of the goal you wish to search.

Weight: Enter in the available fields the weight for the evaluation of the goal you wish to search.

Start: Select the date range that covers the start date for the evaluation of the goal you wish to search

End: Select the date range that covers the end date for the evaluation of the goal you wish to search

Evaluation plan execution

Evaluation plan execution: Find and select the execution referring to the evaluation plan of the goal you wish to search.

Cycle: Enter the cycle referring to the execution of the evaluation plan of the goal you wish to search.

Element: Find and select the element associated with the goal you wish to search.

ID #: Enter the ID # of the element associated with the goal you wish to search.

Name: Enter the name of the element associated with the goal you wish to search.

ID #: Enter the ID # of the indicator associated with the goal you wish to search.

Name: Enter the name of the indicator associated with the goal you wish to search.

Status: Expand the list and determine whether the status of the indicator associated with the goal you wish to search is active or inactive.

Range: Expand the list and select the range of the indicator associated with the goal you wish to search.

Frequency: Expand the list and select the frequency of the indicator associated with the goal you wish to search.

Indicator: Find and select the indicator associated with the goal you wish to search.

Deviation indicator: Expand the list and select the deviation of the indicator associated with the goal you wish to search.

Project: Find and select the project associated with the goal you wish to search. Check the "Display subproject" option so that the subprojects are also shown in the search of the "Project" field.

ID #: Enter the ID # of the project associated with the goal you wish to search.

Name: Enter the name of the project associated with the goal you wish to search.

Type: Find and select the project type associated with the goal you wish to search.

Template: Expand the list and select the template of the project associated with the goal you wish to search.

Department: Find and select the department set in the project associated with the goal you wish to search.

Responsible: Find and select the party responsible for the project associated with the goal you wish to search.

Team: Expand the list and select the team of the project associated with the goal you wish to search.

Status: Expand the list and select the status of the project associated with the goal you wish to search.

Revision status: Expand the list and determine whether the revision status of the project associated with the goal you wish to search is "Revision" or "Approval". It is possible to filter goals with both statuses.

Execution status: Expand the list and select the execution status of the project associated with the goal you wish to search.

Priority: Expand the list and select the priority of the project associated with the goal you wish to search.

Calendar: Find and select the calendar of the project associated with the goal you wish to search.

Billing: Expand the list and select the billing of the project associated with the goal you wish to search.

Item: Find and select the item of the project associated with the goal you wish to search.

Search in: Determine whether filtering must be performed for project tasks or nonproject tasks.

WBS: Enter the WBS of the project task associated with the goal you wish to search.

ID #: Enter the ID # of the project task associated with the goal you wish to search.

Name: Enter the name of the project task associated with the goal you wish to search.

Department: Find and select the department set in the project task associated with the goal you wish to search.

Responsible: Find and select the party responsible for the project task associated with the goal you wish to search.

Responsible for the execution: Find and select the party responsible for executing the project task associated with the goal you wish to search.

Team: Expand the list and select the team of the project task associated with the goal you wish to search.

Team responsible for the execution: Expand the list and select the team responsible for executing the project task associated with the goal you wish to search.

Status: Expand the list and select the status of the project task associated with the goal you wish to search.

Revision status: Expand the list and select the revision status of the project task associated with the goal you wish to search.

Billing: Expand the list and select the billing of the project task associated with the goal you wish to search.

Execution status: Expand the list and select the execution status of the project task associated with the goal you wish to search.

Click on the Add attribute button and, on the screen that opens, fill in the Attribute, Operator and Value fields with the information of the attribute related to the goal you wish to search.