Functionality to allow targets and goals to be set for users to aim towards and measure themselves against. Goals can be general aims, e.g. 'I want to improve my understanding in this area...' or much more specific, e.g. 'I want to complete 5 skill log entries'. Users can manually link any event that they own to a goal in order to demonstrate that it is contributing towards achieving it.

User stories

Event Types

  • AS AN Admin I WANT TO see a new option to 'add goal' as a field during event type section creation/editing SO THAT I can set which event types can have goals attached
  • AS AN Admin I WANT TO be able to set the 'add goal' field as EITHER a specific set of pre-defined goals that I define OR open for the user to add their own SO THAT I can control whether they are standard goals from the organisation or made by the user
  • AS AN Admin I WANT TO be able to set my pre-defined goals for the event type as soon as I select to add this type of goal to the event type SO THAT I can immediately add specific goals to the event type

Creating new goals

  • AS A User I WANT TO always create goals as part of adding an event to my (or someone else's) timeline SO THAT I am clear that creating goals is always done inside an event
  • AS A User adding a new event with a goal field I WANT TO be able to add as many of my own goals as I like, if that goal field has been set to custom SO THAT I can begin to create a set of goals
  • AS A User creating a new goal I WANT TO be able to see a general description field that I can populate for the goal SO THAT I can provide a general overview of what it is trying to achieve
  • AS A User I WANT TO see a button beneath the description labelled 'add target' SO THAT I can optionally add a specific aim for this goal
  • AS A User setting my goal targets I WANT TO see a report generator style query builder SO THAT I can specify very accurately what this target should be
  • AS A User creating an event on someone else's timeline I WANT TO be able to create goals as part of that section and have those goals be applicable for the timeline owner SO THAT I can set goals for another user of the system
  • AS A User creating an event which contains pre-defined goals I WANT these goals to be shown during the creation process SO THAT I am clear exactly what consequences adding this event to the timeline will have
  • AS A User creating a section containing goals I WANT TO have a 2 stage workflow: 'Start' which submits the section but does not ask the user to specify the next person responsible, and 'Submit' which then asks the user to send on to the user completing the next section SO THAT the workflow allows for me to be working on my goals before submitting for review
  • AS A User working on my goals I WANT TO be able to return to the section and update the progress of each goal before I submit the section SO THAT I can consider the goals as 'in progress'
  • AS A User adding an event to my timeline and marking it as private I WANT all goals that I create inside this event to be visible only to me SO THAT I can create a set of goals which are effectively private and personal goals
  • AS A User changing the visibility status of my event which contains goals I WANT the goals within that event to update: private event = private goals, public event = public goals, SO THAT I can change the visibility of my goal sets, as long as the event type allows me to do so

Goals tab

  • AS AN Admin I WANT TO be able to assign permissions to roles which govern which users have access to the goals tab SO THAT I can allow some roles to see it and others not
  • AS A User with the correct permission I WANT TO see a tab labelled 'Goals' which contains a consolidated list of all the goals that are inside all my events SO THAT I have one place where I can see everything I am working towards
  • AS A User I WANT TO see all my goals in the list grouped by the event that created them, into goal sets, SO THAT I can very clearly see which goals relate to which event
  • AS A User I WANT my goal sets to be ordered by end date of the event that created them, with the end date that is closest appearing first SO THAT I can easily tell what the top priorities are for me
  • AS A User I WANT all the goals that are marked as Achieved to be collapsed at the bottom of the relevant goal set SO THAT I am first of all only presented with the goals that are outstanding and require my attention
  • AS A User I WANT TO be able to click on each goal to be taken to a page which displays its details and all events that are linked to this goal SO THAT I can see information on exactly how each goal is being achieved
  • AS A User viewing my expanded list of events linked to a goal I WANT TO see the following information: Event Name, Date Occurred, any field that has been marked as Visible On Timeline, View Event button SO THAT I can get a sense of which events are linked at a glance

Working on goals

  • AS A User I WANT TO be able to find my goals and work on them from either the event that created them, or from within the goals tab SO THAT I can find what I want to work on using both methods
  • AS A User I WANT TO be able to click a button next to each goal labelled 'Link event' SO THAT I can be taken to a screen to search for an event that I want to link to this goal
  • AS A User with a goal to achieve X events of a specific type I WANT TO be shown a list of suggested events which match the criteria SO THAT I can quickly add them without having to search each time
  • AS A User viewing my suggested events to link to a goal I WANT TO be shown information if one of those events has previously been linked to a different goal SO THAT I know that I am going to be using the same event to satisfy multiple goals
  • AS A User with a goal that consists of a target to achieve a certain number of a specific event type I WANT TO have the progress and status automatically calculated from the events that I link to this goal SO THAT I do not have to manually update the status to reflect if I have achieved it or not. *The exception to this is that I should still be able to mark them as Abandoned or Carry forward if necessary
  • AS A User I WANT TO be able to mark my goals that do not have specific event type targets with various different statuses: Achieved/Carry forward/Not achieved/Abandon SO THAT I can manually update the status of my goals
  • AS A User updating the status of my goal I WANT TO be able to add a comment against each goal SO THAT I can provide any information that I like about the status and why it was marked as it is
  • AS A User viewing my goals, or someone else's, I WANT TO view any comment that has been added inline (or directly underneath) SO THAT I always see the reason provided by the user for the status of that goal

Dashboard

  • AS A User I WANT TO see a new set of widgets that can be added to my dashboard relating to goals SO THAT I can add and rearrange these where desired
  • AS A User I WANT TO see an option to add a goals overview widget SO THAT this widget can show me all of the goals I am working towards
  • AS A User I WANT TO see an option to add a widget showing details on one individual goal SO THAT I can see more detailed information about the targets contributing towards that goal

Sidebar cards

  • AS A User I WANT TO have the option of adding a new sidebar card SO THAT I can customise what I see
  • AS A User I WANT TO be able to add a new sidebar card relating to my goals SO THAT I can be shown an overview of all the goals that exist on my timeline and their progress
  • AS A User I WANT TO be able to click on any one of the goals listed in the sidebar card to be taken to the relevant page for that goal SO THAT I can view all the details about that goal



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