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To set a goal for another person you must add an event containing a goal onto their timeline. This means that you must first create an event type which contains an embedded goal field. |
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When editing the section of the event type add the field type embedded goal.
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The edit screen for this embedded goal field has a number of options to allow you to set how you'd like it to work. Custom goals allow the user creating the event to define and set the goal(s), predefined goals are preset within the event type and are the goals applied to the user on creation of the event.
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These conditions are as follows:
When the goalset is overdue |
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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 |
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must have a |
measurable achievement set in order for |
risr/advance to be able to calculate a percentage of progress |
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Manual goal set closure
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A goal set can be manually closed by using the close this goal set option directly from the goals list.
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This option will be available according to which manual mark condition is selected as follows:
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?  Once all goals in the set have been marked the goal set can be closed directly from the goals list. |
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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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If a goal set is closed automatically and then re-opened, risr/advance will not perform any subsequent attempts to automatically close this goal set |
Each goal set shows information as to how it will be closed. This is visible when hovering over the padlock icon shown against each goal set.
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This goal set requires each goal to be manually marked before it can be closed | This is a manually marked goal set |
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This goal set can be manually closed when appropriate | This is a goal set where marking has been disabled |
This goal set has been re-opened and must be manually closed when appropriate | This is a goal set which has been automatically closed and subsequently re-opened. |
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Joe Blogs is assigned a goal which is designed to automatically close when all achievements have been met. The settings for this goal are defined as follows:  As Joe continues to create events which count towards progress of this goal the completion percentage increases. Once this percentage reaches 100% the goal set is automatically closed.   |