In this article, we'll explain how Administrators can create, amend, or archive Objectives for a User in Perform. This helps administrators efficiently manage their systems without the need to contact Kallidus Support for individual User changes.
For bulk actions involving many Users, please contact Support to discuss how they can assist with the process.
This article includes:
- How to create an Objective for a User
- How to amend an Objective for a User
- How to archive an Objective for a User
How to create an Objective for a User
- Select View everyone from the Perform administration menu:
- Navigate to the User
- Select Check objectives:
- Select New objective:
- Add in the details for the objective
- Set a Due date
- Select Save changes
How to amend an Objective for a User
- Follow steps 1 - 3 from 'How to create an objective for a User' section above
- Find the objective that needs to be amended
- Select Edit:
-
Make the changes that are required (to the objective title, description or the due date):
- Select Save changes
How to archive an Objective for a User
- Follow steps 1 - 3 from 'How to create an objective for a User' section earlier in this article
- Select the archive icon, and the objective is archived:
Archived objectives are still visible and are found in the Archived tab area.
Ask the Community🤝
Want to connect with peers and hear how they are using Objectives in their organisation? Our customer Community is a great place to get quick, relatable advice - so jump in, ask your question, and learn from the wider customer Community.
Get deeper learning in The Academy🎓
The Academy provides structured learning paths you can follow at your own pace, along with live events where you can connect with the Kallidus team and fellow learners. If you're ready to dive deeper into Objectives, here's some relevant content to get you started:
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