Approval of goals by the Administrator

Gestiona now features a “General Goal Approval” functionality in the designated Administrator profile, allowing the selection, approval, and disapproval of any user’s goals within the company, regardless of the hierarchical structure. In this article, we will see how to enable and best utilise its respective functionalities.

In this article, we will cover:

• How to search for users to access and approve?
• How and where to approve goals?
• How to modify and approve goals by import?

 

To use the “General Goal Approval” function, you need to activate this permission in your profile. To enable it, simply follow these steps:

 

1. Access the Administrator environment of Gestiona.
2. Click on the Profile option.
3. Choose the desired Profile.
4. In the list of Administrator Profile Functionalities, enable the General Goal Approval option.
5. Then click Save.

 

How to search for users to access and approve?

To view the users whose goals you wish to approve, you can select the user from the user tree or click on the user icon above the header and search by the user’s name:

Click on the desired user’s name, then click the “access dashboard” button as shown in the image:

You will be directed to the selected user’s dashboard to proceed with the goal approval process.

 

How and where to approve goals?

You can approve or unlock the goal by clicking on any screen where the goal is displayed:

On the Dashboard

In Measurements

In FCA

In any of these options, just click on the goal, and a screen will appear with the following information:

• Collaborator|Item: Identification of the control item owner and the name of the respective item that will have the goal approved or unlocked.
• Justification: In this field, you can record the reason for the Goal Approval or Unlocking.
• Last change: In this field, the system displays the previous goal values (before the change) and the current goal values (after being changed by the user), so you can consult before “Approving”.

Once approved, the goal will be fully coloured and locked for editing.

 

How to modify and approve goals by import?

You can modify the goals locked by goal approval through the import of measurements.

Important: 

If the goal is locked, the importer will unlock the goal, modify the goal (save the history of the modified goal), and lock it again.

To perform this process, click on the Reports icon and choose the type of report in “Measurements”, then search for the company and the user to export and modify the goals:

Enter the values in the mask in the fields where the goal ranges are:

Save the file, upload it using the “import” icon:

Select the type in “Measurement”, search for the file in the search field and click the “send” button:

You can verify this change by clicking above the goal that was modified on the dashboard and clicking on “Approval History”:

On the approval history screen, you can identify that the goal was unlocked and approved again on the same date and time:

Click on the unlocked arrow to see what change was made and recorded:

IMPORTANT: 

You can apply the same process with totalised control items (parent item) when unlocking and locking goals by import.