- Goal Management
ou can limit access for users to certain goal plans, allowing (for example) one business unit to use one goal plan and another business unit to use another goal plan.
There are 4 different options available to administrators to control Goal Plan Access. These are explained in detail below.
- Global control via Default User Permission
- Remove access to goal plan templates for individuals or groups
- Admin Tools Objective Management Permissions (control access to goal module)
- Restricting Access Per Individual User + Individual Goal Plans
Important: You cannot cascade or align goals across goal plan templates! If users need to align or cascade goals to one another, they must use the same goal plan template.
Configuration (Role Based Permissions)
With RBP, there is no need to import a file. You just add the goal plan permission to the role, and setup a target population. For more information on doing this if you use RBP please click here.
Option 1: Remove/Grant access to specific goal plan templates for all users
You can control global access to templates via Default User Permissions. Go to Admin Tools and select "Default User Permissions"
By Default no goal plan templates are selected as active for all users. In the Default User permissions go to goal plan permission section and select or deselect all the Goal Plans that you want people to have access to by default.
Note: Default User Permissions override any other permission you might also set as described below. So for any of the options to apply below, you would need to remove the Default User Permission.
Option 2: Remove access to goal plan templates for individuals or groups of users
Similar to Default User Permissions, but on a more granular level, you can use Goal Plan Permission option to grant permission to specific templates for specific users or groups of users. Remember that Default User Persmission overrides this setting, so you would first need to remove the template from Default User Permission if you want to set more granular access.
- Admin tools > Set User Permissions > Goal Plan Permissions > uncheck the box for the specific template(s)
- This will remove access for all user
To enable the plan again for all users, check the box for the goal plan in New Admin tools > Set User Permissions > Goal Plan Permissions.
Option 3: Admin Tools Objective Management Permissions
If you want to have the access disabled for a specific set of users (retroactively or proactively), you can access an interface via the "Manage Security" group of tools.
Clicking on Objective Management Access
1. Select group or individuals from the options.
2. Either "Grant Permission" or "Revoke Permission."
Changes will take effect for applicable users immediately.
If you remove access the user will no longer be able to get to the module at all, and therefore is a way to totally remove goal access for all plans for specific users or groups of users.
Option 4: Restricting Access Per Individual User + Individual Goal Plans
New Admin tools > Goal Management > Import/Export user and goal plan permission association
Create import file with template associations (file must be saved in .csv format)
- The file rows should look like this:
Where "user1234" is the actual user ID, and "1" is the goal template ID
- NOTE – Along with USER_ID, you can also use USER_NAME, DEPT_NAME, DIVISION_NAME, JOB_CODE, LOCATION_NAME, CUSTOM01, CUSTOM02, or CUSTOM03. If you use one of these other types, you will need to make sure the row three contains the correct corresponding value (i.e. LOCATION, Boston)
- Import the template associations
- New Admin tools > Goal Management > Import/Export user and goal plan permission association
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