Update the details of a board, including its name, description, and configuration settings, to reflect changes in your strategic direction or organizational needs as they evolve.
시작하기 전에
Role required: sn_apw_advanced.spw_goal_user
프로시저
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Navigate to .
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From the Strategy and Goals page, select the board you want to edit.
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From the board page, select the Board actions icon (
) and then select Edit.
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Make your selections by using the Edit board wizard.
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On the Board details step, fill or update the details and then select Next.
| Option |
Description |
| Board name |
Update name of the board if necessary. |
| Select what you want to track |
Update the options selection to determine what you want to track on the board:
- Strategy: Enables you to filter strategic plans and strategic priorities that you want to view and track on the board.
- Goals: Enables you to select entities to track goals for, or filter the goals and targets that you want to view and track on the board.
Selecting both Strategy and Goals options enables both Strategy and Goals pages on the board. |
| Select the start and end dates for the strategic priorities or goals you want to track |
Update the start and end dates for the board if necessary.주: The start and end dates for your board act as a date range filter for all the items (strategic plans, strategic priorities,
and goals) displayed in the board. |
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On the Filter Strategy step, fill or update the details and then select Next.
| Option |
Description |
| Select what to filter by |
Select Strategic plans or Strategic priorities option based on which you want to filter data create board.
- Strategic Plans: Enables you to filter the strategic plans that you want to view on the board and their associated strategic priorities (if any).
- Strategic Priorities: Enables you to filter the strategic priorities that you want to view on the board and their associated strategic plans (if any).
|
| Filter conditions to show strategic plans on the board |
Apply or update the filters to see the required records on the board. For example, if you want to see the strategic priorities that belong to HR Department, select the filter as shown
after this. |
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On the Filter Goals/Targets step, select or update an entity type from the Select an entity type list, select the required entities, and then select
Create.
팁:
- If the Goals option was selected in the Board details step during board creation previously, the previously selected entity type is displayed instead of
the Select an entity type option.
- To narrow your focus, select Advanced filter criteria to apply additional filters on the goals or targets displayed on the board.
You can use Previous and Next to navigate between the steps.
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Select Update.
결과
The board is updated and displays the Strategy page, Goals page, or both, depending on what you selected to track.