To edit a goal in Oracle Cloud Goal Management, follow these steps. Editing a goal allows you to adjust the goal’s details, such as the name, description, due date, or weight, to reflect updated objectives or performance expectations.
Steps to Edit a Goal:
1. Log in to Oracle Cloud
- Use your credentials to log in to Oracle Cloud.
2. Navigate to Goal Management
- From the Navigator menu, go to My Client Groups and select “Goal Management” or “Goals”.
- Alternatively, search for “My Goals” if you are an employee or “Manage Goals” if you are an administrator.
3. Access the Goal You Want to Edit
- If you are editing your own goal, select My Goals.
- If you are an administrator, select Manage Goals, then search for the employee or team whose goal you need to edit.
- Locate the goal you want to modify from the list of active or assigned goals.
4. Open the Goal
- Click on the goal name to open its details.
- This will take you to the goal’s overview page, where you can see all the current information, such as the name, description, weight, and deadlines.
5. Click Edit
- On the goal details page, look for the Edit button (usually found in the top-right corner or in the action menu).
- Clicking on Edit will allow you to modify the goal’s fields.
6. Modify Goal Details
- Update the following fields as needed:
- Goal Name: Change the title or name of the goal.
- Description: Update the goal description to reflect new objectives or expectations.
- Weight: Adjust the weight if the goal’s importance has changed relative to other goals.
- Target Completion Date: Modify the deadline if the goal’s timeline has changed.
- Milestones or Key Performance Indicators (KPIs): Update progress tracking metrics or milestones to align with new expectations.
7. Save the Changes
- Once you have made all the necessary edits, click Save or Submit to apply the changes.
- The goal will be updated in the system, and these changes will be reflected in any reports or progress tracking.
8. Communicate Changes (Optional)
- If the goal is shared with others, such as a manager or team members, you may want to notify them of the changes. This can be done through a notification or message.
9. Review the Updated Goal
- After saving, review the goal in your list to ensure that all edits have been applied correctly.
Summary:
- Edit a goal by navigating to the Goal Management section, selecting the goal, and updating fields like name, description, weight, or target date.
- Once edits are complete, save the changes, and ensure that the goal reflects the updated information.
- If the goal is shared or part of a team initiative, notify others about the modifications.
This feature helps keep goals relevant and aligned with changing business priorities or individual performance plans.