Setting up and maintaining custom goals
A custom goal is not a system-driven goal, the data is not automatically absorbed into corresponding cell-values for different dates within the goal, it must be manually input by the user themself. The measures are determined purely by user-input.
In this tutorial we’ll go over an example goal that a user can set: how users can set up the goal, appropriately set the goal-values, maintain the goal and ensure continued successful observation with custom goals.
Potential Custom Goal: Learning a new manufacturer product
This concept will serve as the basis for our custom goal, which will be set up to track how frequently team members watch instructional videos for a certain manufacturer’s product that they need to master.
We’ll start by setting this goal as a personal one, then create a bigger, cascading goal that will let everyone on our team enter how frequently they watch tutorials.
Creating our Custom Goal
We can start by entering the goals module within Repfabric, from there we will create this custom goal in the “Weekly” section, however, that is completely up to you.
Once here, we can click the green “New” button to create our new “Weekly” goal, this will appear as a new empty goal in the table below.
We can enter the goal’s details by clicking on the owner of the goal, in the above image this is highlighted. Once we enter the goal’s details by clicking on the owner we will see the “Goals Details” menu:
Once here we do not need to change the “Goal Type” as it defaults to a “Custom Goal” which is the goal type we desire. We can move onto the “Goal Name”, “Description”, and “Goal” values. You must ensure you set a concise, yet fitting goal name and description to allow users to quickly identify what the goal represents.
As for the “Goal” field value, this is simply the number of times you would like your custom goal to be achieved each week, in our case it is the number of tutorials related to a manufacturer’s new product which must be watched on a weekly basis. For this tutorial we will set this value to 5.
Once we’ve set the goal details appropriately we can go into the “More…” section of the “Goal Details” pop-up menu. This will allow us to tweak some additional aspects of the goal.
NOTE: As this is a custom goal, and values are manually input by the user, you cannot filter on a particular value – that is why you will find it greyed out on custom goals.
Within this extra menu we can attach the goal to a “Tagged Group” which can be created within the goals module, change the unit (however, in this example we will keep it as a simple count, set a goal maximum/minimum alongside a comparison rule.
Once you are done you can simply click the “Save” button and these details will be saved to that goal in the table, it will look something like this:
As this is a custom goal there are no values picked up under each date range, these must be input manually by the user as explained previously. The data can be input by simply double clicking the cells under each date range, entering the numerical value and pressing enter on your keyboard. Once values have been added the goal will look like this:
Values that are greater than our set goal number will appear green, and ones under will appear red. The specific rules of whether values should appear red/green based on the goal number fall under the “Comparison Rule” that we had seen inside the “More…” menu within the “Goals Details” pop up menu.
So as can be seen above, if “Greater than Goal” is set, having a value of 5 with a goal number of 5 will still appear red unless you change the comparison rule to “Greater than or equal to Goal”, at which point a date range having a value of 5 will appear green rather than red.
Setting up the same goal for multiple users
If you have a team of people who must all achieve this particular goal, rather than setting them each an individual goal you are able to create a “Parent Goal” with multiple “Child Goals” that will cascade down from the overarching parent goal.
To do this, you must create a new, custom goal and set the details appropriately, once that is done you can click on the blue “Child Goals” button inside of the “Goal Details” pop up:
Once we have the “Child Goals” sub-menu open by clicking on the “Child Goals” button we can start adding child goals by clicking on the “+” button located next to the “Delete All”.
Once you click the plus icon, a new child goal will be created, to change the owner of this child goal simply double click the “Owner” cell value and a drop-down appear letting you pick from the available users in your instance.
You may do the same for the “Goal” value and set separate values for each child goal, e.g:
You are able to set all of these child goals to roll up to the parent goal, which will determine the parent goal’s goal value, by checking the “Roll Up to Parent” box.
NOTE: To see child goals in the goals module you MUST check the “Show Cascaded” box
Once this is done you will be able to see your new cascaded goal in the goal’s table and manually enter values as needed:
