What is a Goal Plan 'State"?
- The state of the goal plan indicates if a goal plan is Locked or Unlocked.
- A common request from customers is the capability to lock and unlock goal plans for Goal Approval purposes. The idea behind TGM-461 is to allow components of the Goal to be locked once an authorized user locks the plan (E, EM, etc.).
- Is as well supported for CDP (CDP-2651)
- It is not supported for learning activity templates - (CDP-2804)
- Please be aware that Group Goals and Team goals cannot be locked down with goal plan state – this only applies to personal goals (CCD-364, TGM-5409, TGM-6583)
Value to customers:
- With this functionality, a manager could cascade a goal to an employee and the employee could updated only certain fields while the goal is Locked and update all fields / delete goals when it is in an unlocked state.
How is it configured:
All of this is configured in the Goal Plan itself as shown below:
Note: Add the below configuration, after defining <field-definition> elements.
Step1) Start with <obj-plan-states> element, this provides the ability to have different objective plan states.
Step 2) <obj-plan-states> element can have multiple <obj-plan-state> element.
obj-plan-state: element is used to define the single goal plan state.
Id: attribute specifies the internal name of the plan state.
default: attribute specifics the default state of the objective plan and it should be true for only one plan state.
state-label: element defines the name of the current state.
lang attribute is used for showing the name as per the locale.
- Step 3) Each <obj-plan-state> element can have its own set of action and field permissions.
- We need to configure a new action permission called "Locked" that provides the ability to lock down certain areas of the goal plan or a goal.
target-state: element specified inside "change-state" permission - Defines the objective plan state to which the goal plan can be switched (i.e. Locked state and Unlocked state) .
- Note: Repeat the steps, if we need to configure the multiple objective plan states under </ obj-plan-states> element.
- Who can change the state of a goal plan;
- Any role that has permissions to the Goal Plan state can change it. It can also be controlled by the PM form, based on certain route steps.
- We need to provide the ability so that when a form is routed to next step, then the goal plan state of the user can be changed.
For this, we need to have the below configuration in the objective section of the PM/360 form template.
Note: Add the below configuration after the < meta-grp-label > element in the Objective section of the form.
obj-plan-state-change: This element is used to define the single goal plan state.
to-step: attribute specifies the route step id .
target-state: specifies the state to which the goal plan has to be switched.
id: attribute specifies the internal name of the objective plan state. It should be from one of the objective plan state id defined in the objective template.
- Note: If we want to change the goal plan state for each route step, then add the above configuration multiple times.
Goal Plan State , KBA , LOD-SF-GM-TMP , GM Template Management , How To