Defining Objective Structures

Status

Select the status of the objective plan. The values are Active and Inactive. The default is Active.

Description

Enter a detailed description of the plan.

Short Description

Enter a short description of the plan. The systems enables you to enter a maximum of 10 characters.

Begin Date and End Date

Enter the beginning and ending dates of the plan.

Hierarchy Method

Select either Department or Position. If you select Department, the system displays a group box that allows you to enter setIDs and tree names that are associated with the department.

Set ID

Select the set ID that is associated with the department that you want to add to the objective plan.

Tree Name

Select the name of the tree that is defined for that set ID.

Enable Items

Select this check box if the section can contain items. When you select this check box, the other fields in this page region are enabled.

Content Type

Select the content type from which content items are pulled when defining the business objectives. Valid options are any content types defined in the content catalog in the Manage Profiles business process.

Free-Form Allowed

Select to enable users to add items that are not stored in the content catalog to the section when displayed on an objective page. The system assigns a unique identifier to each free-form item that is added. These items are not stored for reuse.

Define Content Group

Click this link to display an additional page where you can enter a content group type and content group.

Description

Select to enable the description that is defined for the item to appear on objective pages.

Measures

Select to enable the Measurement field to be displayed as an item on objective pages.

Percentage Completed

Select to enable the Percent Complete field to be displayed as an item on objective pages.

Item Status and Status Definition

Select to enable the Status field to be displayed on objective pages. When you select this check box, the system activates the Status Definition field.

The system displays the prompt list names from the custom list values associated with the Item Status (EP_ITEM _STATUS) field. You can set up additional prompt lists for this field on the Custom Prompt page in Profile Management (Set Up HCM > Product Related > Profile Management > Profiles > Custom Prompt > Custom Prompt).

Due Date

Select to enable users to enter a due date for items that are displayed on objective pages.

Align Items and Aligned To

Select to enable the Alignment functionality. If you select the Align Items check box, the system makes the Aligned To field active. Select a section from the drop down list box, or Any Section to align items to any section on objective pages.

Enable Sub-Items

Select to enable sub-items on the objective pages. When you select this check box, the other fields in this page region are also enabled.

Content Type

Select the content type (Profile Management) that will be used to obtain the sub-items. The system only displays sub-items that have a child relationship to the item content type in the content catalog.

Free-Form Allowed

Select to enable users to add free-form (non-coded) sub-items to this section.

Description

Select to enable users to have the description for the sub-item appear on objectives pages.

Default Title

Select to enable a default page title to be entered on the template. When selected, the system enables the Page Title field.

Add Dept/Position to Title (add department/position to title)

Select this check box to append the department or position name to the title entered in the Page Title field. In the example here the page name for Corporate Accounting would be 2023 Business Objectives for Corporate Accounting.

Enable Comments Switch

Select to make a comments section available in the header section on objective pages. The administrator or page owner can then enter the information into this field when they are updating an objectives page.

Display Photo

Select to enable a space for a picture on objective pages. When the system renders an objective page in view-mode only, it inserts a picture of the objective page owner.

Display Name

Select to enable a space for the name of the person in the picture. The system uses the picture stored on the Employee Photo Page.

Display Job Title

Select to enable a space for the title of the person in the picture.

Display Type

Select how the Business Objectives page should be displayed.

Values are:

Long Format Only: (default value) Page is displayed as one long document in sections and users need to scroll down to view the last section of the document.

Tabs Format Only: Page is displayed in sections as represented by tabs.

Toggle - Default Long: Page is displayed in long format by default and users can toggle between long and tabbed format.

Toggle - Default Tabs: Page is displayed in tabbed format by default and users can toggle between long and tabbed format. If the selected display type is not Long Format Only, make sure to define tabs for use in displaying documents in the tabbed format on the Tabs page, and then specify a tab label for each section of the document on the Structure page.

Section

Select the sections that will be used in objective pages.

This drop-down list box includes all the objective sections that have been defined as of the effective date on the Objective Template page. Once you select a section, the system refreshes the page and defaults the section definition parameters into the template.

The administrator can modify the parameters as needed on the template. The system does not modify the section definition when changes are made on the template. These changes affect that template only.

Display Order

For each section, use a number to indicate the order in which the section should be displayed on objective pages.

The system displays the sections in ascending order. Therefore, the lowest number section is displayed first on the page. The default value for the first section entered should be 10. Each time you enter a new section, the system defaults the next value by incriminating the highest value by tens.

Tab Label

Select the tab in which this section displays on the Business Objectives page.

This field appears if the selected display type is not Long Format Only.

Enable Items

Select this check box if the section can contain items. When you select this check box, the other fields in this page region are enabled.

Content Type

Select the content type from which content items are retrieved when defining business objectives. Valid options are any content types defined in the content catalog in the Manage Profiles business process.

Free-Form Allowed

Select to enable users to add items that are not stored in the content catalog to this section of objective pages. The system assigns a unique identifier to each free-form item that is added. These items are not stored for reuse.

Define Content Group

Click this link to display an additional page where you can enter a content group type and content group.

Description

Select to enable the description that is defined for the item to appear on objective pages.

Measures

Select to enable the Measurement field to be displayed as an item on objective pages.

Percentage Completed

Select to enable the Percent Complete field to be displayed as an item on objective pages.

Item Status and Status Definition

Select to enable the Status field to be displayed on objective pages. When you select this check box, the system activates the Status Definition field. The system displays the prompt list names from the custom list values associated with the Item Status (EP_ITEM _STATUS) field. You can set up additional prompt lists for this field in Profile Management (Set Up HCM > Product Related > Profile Management > Profiles > Customer Prompts).

Due Date

Select to enable users to enter a due date on objective pages.

Align Items and Aligned To

Select to enable the Alignment functionality. If you select the Align Items check box, the system makes the Aligned To field active. Select a section from the drop down list box, or Any Section to align items to any section on objective pages.

Enable Sub-Items

When you select this check box, the other fields in this page region are enabled.

Sub-Item Label

Specify the label used to name sub-items in this section, if applicable.

It becomes editable when the Enable Sub-Items field is selected.

Content Type

Select the content type (Profile Management) that will be used to obtain the sub-items. The system only displays sub-items that have a child relationship to the item content type in the content catalog.

Free-Form Allowed

Select to enable users to add free-form (non-coded) sub-items to this section.

Description

Select to enable users to have the description for the sub-item appear on the objective pages.