{"id":57766,"date":"2023-11-03T17:21:05","date_gmt":"2023-11-03T20:21:05","guid":{"rendered":"https:\/\/suporte.quattrus.com\/?p=57766"},"modified":"2024-09-18T11:17:52","modified_gmt":"2024-09-18T14:17:52","slug":"approval-of-goals-by-the-administrator","status":"publish","type":"post","link":"https:\/\/suporte.quattrus.com\/en\/approval-of-goals-by-the-administrator\/","title":{"rendered":"Approval of goals by the Administrator"},"content":{"rendered":"\n<p>Gestiona now features a \u201cGeneral Goal Approval\u201d functionality in the designated Administrator profile, allowing the selection, approval, and disapproval of any user\u2019s goals within the company, regardless of the hierarchical structure. In this article, we will see how to enable and best utilise its respective functionalities.<\/p>\n<p>In this article, we will cover:<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<ul>\n<li>How to search for users to access and approve?<\/li>\n<li>How and where to approve goals?<\/li>\n<li>How to modify and approve goals by import?<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>To use the <strong>\u201cGeneral Goal Approval\u201d<\/strong> function, you need to activate this permission in your profile. To enable it, simply follow these steps:<\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li>Access the Administrator environment of Gestiona.<\/li>\n<li>Click on the Profile option.<\/li>\n<li>Choose the desired Profile.<\/li>\n<li>In the list of Administrator Profile Functionalities, enable the General Goal Approval option.<\/li>\n<li>Then click Save.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57769 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/Screenshot_1.png\" alt=\"\" width=\"292\" height=\"365\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/Screenshot_1.png 292w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/Screenshot_1-240x300.png 240w\" sizes=\"auto, (max-width: 292px) 100vw, 292px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"text-decoration: underline;\">How to search for users to access and approve?<\/span><\/h3>\n<p>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\u2019s name:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57772 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t1.png\" alt=\"\" width=\"227\" height=\"242\"><\/p>\n<p>Click on the desired user\u2019s name, then click the \u201caccess dashboard\u201d button as shown in the image:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57775 size-large\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t2-1024x453.png\" alt=\"\" width=\"1020\" height=\"451\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t2-1024x453.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t2-300x133.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t2-768x340.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t2.png 1361w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<p>You will be directed to the selected user\u2019s dashboard to proceed with the goal approval process.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57778 size-large\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t3-1024x474.png\" alt=\"\" width=\"1020\" height=\"472\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t3-1024x474.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t3-300x139.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t3-768x356.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t3.png 1363w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<figure class=\"wp-block-image\"><\/figure>\n<p>&nbsp;<\/p>\n<h3><span style=\"text-decoration: underline;\">How and where to approve goals?<\/span><\/h3>\n<p>You can approve or unlock the goal by clicking on any screen where the goal is displayed:<\/p>\n<h3>On the Dashboard<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57781 size-large\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t4-1024x492.png\" alt=\"\" width=\"1020\" height=\"490\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t4-1024x492.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t4-300x144.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t4-768x369.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t4.png 1315w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<h3>In Measurements<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57784\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t5-1024x394.png\" alt=\"\" width=\"1020\" height=\"392\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t5-1024x394.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t5-300x116.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t5-768x296.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t5.png 1272w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<h3>In FCA<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57787\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t6-1024x432.png\" alt=\"\" width=\"1020\" height=\"430\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t6-1024x432.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t6-300x127.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t6-768x324.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t6.png 1307w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<p>In any of these options, just click on the goal, and a screen will appear with the following information:<\/p>\n<ul>\n<li><strong>Collaborator|Item:<\/strong>&nbsp;Identification of the control item owner and the name of the respective item that will have the goal approved or unlocked.<\/li>\n<li><strong>Justification:<\/strong>&nbsp;In this field, you can record the reason for the Goal Approval or Unlocking.<\/li>\n<li><strong>Last change:<\/strong>&nbsp;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 \u201cApproving\u201d.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57790\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t7.png\" alt=\"\" width=\"626\" height=\"494\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t7.png 626w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t7-300x237.png 300w\" sizes=\"auto, (max-width: 626px) 100vw, 626px\" \/><\/p>\n<p>Once approved, the goal will be <strong>fully coloured and locked for editing<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57793\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t8.png\" alt=\"\" width=\"639\" height=\"273\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t8.png 639w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t8-300x128.png 300w\" sizes=\"auto, (max-width: 639px) 100vw, 639px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"text-decoration: underline;\">How to modify and approve goals by import?<\/span><\/h3>\n<p>You can modify the goals locked by goal approval through the import of measurements.<\/p>\n<blockquote>\n<p><em><strong>Important:<\/strong>&nbsp;<\/em><\/p>\n<p><em>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.<\/em><\/p>\n<\/blockquote>\n<p>To perform this process, click on the <strong>Reports<\/strong> icon and choose the type of report in \u201c<strong>Measurements<\/strong>\u201d, then search for the <strong>company<\/strong> and the <strong>user<\/strong> to export and modify the goals:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57796 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t9.png\" alt=\"\" width=\"227\" height=\"179\"><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57799 size-large\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t13-1024x471.png\" alt=\"\" width=\"1020\" height=\"469\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t13-1024x471.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t13-300x138.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t13-768x353.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t13.png 1136w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<p>Enter the values in the mask in the fields where the goal ranges are:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57802 size-large\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t11-1024x261.png\" alt=\"\" width=\"1020\" height=\"260\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t11-1024x261.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t11-300x76.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t11-768x196.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t11.png 1346w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<p>Save the file, upload it using the \u201c<strong>import<\/strong>\u201d icon:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57805 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t12.png\" alt=\"\" width=\"225\" height=\"151\"><\/p>\n<p>Select the type in \u201c<strong>Measurement<\/strong>\u201d, search for the file in the <strong>search<\/strong> field and click the \u201c<strong>send<\/strong>\u201d button:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57808 size-large\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t13-1-1024x471.png\" alt=\"\" width=\"1020\" height=\"469\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t13-1-1024x471.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t13-1-300x138.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t13-1-768x353.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t13-1.png 1136w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<p>You can verify this change by clicking above the goal that was modified on the dashboard and clicking on \u201c<strong>Approval History<\/strong>\u201d:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57811 size-large\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t14-1024x474.png\" alt=\"\" width=\"1020\" height=\"472\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t14-1024x474.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t14-300x139.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t14-768x356.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t14.png 1364w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57814 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t15.png\" alt=\"\" width=\"631\" height=\"311\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t15.png 631w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t15-300x148.png 300w\" sizes=\"auto, (max-width: 631px) 100vw, 631px\" \/><\/p>\n<p>On the approval history screen, you can identify that the goal was unlocked and approved again on the same date and time:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57817 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/T16.png\" alt=\"\" width=\"630\" height=\"502\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/T16.png 630w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/T16-300x239.png 300w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><\/p>\n<p>Click on the unlocked arrow to see what change was made and recorded:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57820 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t17.png\" alt=\"\" width=\"628\" height=\"504\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t17.png 628w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/11\/t17-300x241.png 300w\" sizes=\"auto, (max-width: 628px) 100vw, 628px\" \/><\/p>\n<blockquote>\n<p><em><strong>IMPORTANT:<\/strong>&nbsp;<\/em><\/p>\n<p><em>You can apply the same process with totalised control items (parent item) when unlocking and locking goals by import.<\/em><\/p>\n<\/blockquote>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_joinchat":[],"footnotes":""},"categories":[2756,2708,2869],"tags":[],"class_list":["post-57766","post","type-post","status-publish","format-standard","hentry","category-administrador-quattrus-en","category-quattrus-en","category-recursos-do-administrador-quattrus-en"],"_links":{"self":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/57766","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/comments?post=57766"}],"version-history":[{"count":5,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/57766\/revisions"}],"predecessor-version":[{"id":57825,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/57766\/revisions\/57825"}],"wp:attachment":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/media?parent=57766"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/categories?post=57766"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/tags?post=57766"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}