Example of Objectives List Screen:
More information about each button / section on this screen:
Refresh![]() |
Looks for any updates to information displayed on the page. |
Export![]() |
Gives you the option to export the list in CSV, PDF or Excel format. Example of PDF version: ![]() |
Quick Search![]() |
Use this box to search by Objective Name. Click the X on the right to clear the search and view all Objectives again. |
Financial Year![]() |
Change the drop down to view details for a specific year. The system will show the Current year as the default. |
Sort By![]() |
Sort the list based on the planned date or by Objective Name. |
Update KPI![]() |
Takes you to the Update KPI tab *If this button does not appear go to Company > Admin > Preferences |
Expand Screen![]() |
The arrow icons make the menu down the left hand side of the page invisible to maximise the space available to display the details. When you use the button again the menu will reappear. |
Close Window![]() |
Use the X to close the page (the main screen will show blank). Choose a sub-menu from the left hand side to load a page. |
Each Objective will show:
Click on the Objective Name to view the Objective Details.
Click on the Value Creation Plan Name to go to the Value Creation Plan.
Click on the Star icon to follow / unfollow the Objective for Updates.