Select Scorecards & Elements from the Control Panel

Choose Manage Elements

Click on Objectives

Select Add Objective from the dropdown menu or click the Plus icon

Under Name, enter the new Objective name, for example, ‘Increase customer satisfaction by 15%.’

Choose an Owner from the dropdown menu

Click Save

Select Scorecards & Elements from the Control Panel

Choose Manage Elements

Click on Objectives

Select the Objective you are going to be working with

Click on the Edit Pencil icon

Navigate to the Update Fields tab

Update accordingly

Click Save
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Updates are changes that apply to a particular period.

Navigate to the Edit Fields tab

Examples of information that can be edited could be an Objective name, Reporting, Frequency, Owner, or Description.
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​Edits are changes that will stay the same regardless of what period the user is in.

Navigate to the Links tab

Here you can manage the elements that are linked to your Objective

Navigate to the Notifications tab

Update your Notification preferences accordingly

Select the Objective you are going to be working with

Click on the Edit Pencil icon

Navigate to the Edit Fields tab

Edit accordingly

Click Save

Select Scorecards & Elements from the Control Panel

Choose Manage Elements

Select Objectives

Mark the checkboxes next to the Objectives you want to Edit

Select Edit Multiple from the dropdown menu

The Objectives tab shows all of the Objectives you will be making changes to

Navigate to the Update Fields and Edit Fields to perform your changes accordingly

Once you are done click Save

In the Edit Fields section, changes can be made to the objectives that will be the same no matter what period the user is logged into.

In the Update Fields section, changes can be made for a particular period.