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When the goalset is overdue

The goal set will be closed when the due date is reached. Goal sets matching this condition will be closed in the few hours following midnight on the day after the due date.

When all achievements have been met

The goal set will be closed when all goals within the set have reached 100%. For this to take effect each target will have to have a specific achievement set in order for Kaizen to be calculate a progress percentage.

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Users should always mark the goals within this goalset

In order for the close this goal set option to be available each goal must be marked with an outcome. These outcomes are fixed at Achieved, Not achieved, Partially achieved, Carried forward. To control who can mark the goals in this set choose the desired role(s) in the field who can mark the goals?

Users should not be able to mark the goals within this goalset

The option to close this goal set is always available to the timeline owner and to anyone else with the permission allow user to close and re-open the goals of other users

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