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Contents of this article:
Create your Objective Template
If you're an Admin or have Authoring access, you can also find access to creating new Objectives through the Authoring tab.
You'll be directed to the Authoring Objective page. Here, you will view any previous Objectives that have been Authored. To create a new one, click the + New button.
Give your new Objective a name:
You'll now have an unpublished template in your library.
Build and Customise your Objective
Settings
Under the Settings tab, you can design your layout with a logo and description, configure settings for the objective itself, add stages of progress, decide who has inherited access, and those who are Admins of the template.
Objective Settings
Under your Objective Settings, you will determine the baseline needs.
Access
Open - Users can create objectives: The users whom with this objective is shared can build new objectives using this template.
Template objectives only: The users cannot build new objectives using this custom template.
Mode
Personal: the user records progress
Reviewed: the user and their reviewer both record progress
Reviewed - Reviewer only: only the reviewer records progress
Reviewed - Owner only: only the user can record process
Due Date Required
None: The user will not have the option to set a due date
Optional: The user can decide whether or not to set a due date
Required: The user is required to choose a due date
Guide Required
None: The user will not have the option to choose a guide
Optional: The user can decide whether or not to choose a guide
Required: The user is required to choose a guide
Stages
Stages define the steps in the Objective. Steps will be completed as progress is made in the Objective. When building a custom objective, you can define each Step here.
Click and type in the box to edit the stage name. If you need to remove a step, click the red bin to the right of the stage.
To add a new stage, click the button.
You may want to choose one of these stages as the "completion stage". Decide that below by clicking on the stage you'd like to complete the objective.
You can uncheck the 'Enable completion stage' if you'd prefer no stage automatically completes to Objective.
Inherited Access
Access can be determined for both Organisation Admins and Pathway Reporters.
No access: Are not automatically reviewers of users' objectives.
Reviewer: Automatically reviewers of users' objectives.
Admins
Admins can edit this template and manage its members.
Once added, you'll see them listed under your Admins section.
Preset Objectives
Preset objectives can be preset and built within a "parent" objective.
Membership
Under Membership, you'll see users who are able to see your custom objective after publication.
To add a new member, click the + Add Member button. Type their name and click on it.
You'll then see a success message.
Publish
When your Objective is customised to your liking, you can Publish it.
Click the icon next to the unpublished to change its status.
Your Objective will now show as published.