Relationships of Business Objectives

Purpose

Business Objectives are hierarchical. They have a parent-child relationship between themselves. Business Objectives also are linked to every module in the software, and one business objective can be linked to multiple different records in different modules (e.g. Risks, Actions, Incidents, etc). 

• Display the relationships between objectives: It allows users to visualise business objectives using a hierarchical view. 
• Link business objectives to any module: Business Objectives can be linked to any module record in the software.
  
  

Important Notes

• Users in the software can view the business objectives hierarchy. This visibility cannot be restricted through security groups — business objectives are always visible to all users.
• Users in the software can link a business objective to a record when editing the record.
• Only users that are in a Team where business objectives management is enabled can edit business objectives.
  
  

Step by Step Guide to access the Business Objectives view

Any user, when logged in CGR can click the “Library” menu button (top bar book icon) in order to access the Business Objective view.

Important Note: If you cannot view Business Objectives under this menu, this means that it is not currently enabled in your CGR Software.

Business Objectives View

1. Navigate to Library > Business Objectives via the navigation bar (see image above). This will open the business objectives list.
2. On this screen you are able to add new business objectives (providing that you are allowed to via the respective Team). But you are also able to visualise the business objectives in a hierarchical view. If you want to edit a business objective, please click the hyperlinked ID and then edit.
3. To access the hierarchical view to visualise the relationships between objectives, click the tree view button on the respective row (on the right side of the table).
   
   
   
   

The organisation tree icon will open the tree view below where you can:

• Scroll up and down to move around the view.
• Zoom in and out using the scroll button.
• Visualise a single objective by clicking its title.
  
  
  
  

On this screen you will also see a summary of indicators per objective (for indicators linked to that objective), whereas on the show view you can find a summary of risks per objective (for risks linked to that objective).

Linking Indicators to Business Objectives

You have two main ways to link an Indicator to one or more Business Objectives, both can be achieved from the Indicator page:

1. Open the indicator you want to link to one or more objectives.
2. Click Edit. When the form opens, select one or more records in the business objectives field, then save.
   
   

OR

1. Open the indicator you want to link to one or more objectives.
2. Click the link button.
3. A pop-up window will open. Select “Business Objectives” in the 'Link to' box - this allows you to choose the module it will link to. Then a new field will appear for you to choose one or more objectives.
4. Click Link to save.
   
   

Frequently Asked Questions

How do I restrict Business Objectives Edit functionality to certain users? 

1. Navigate to Admin > Teams.
2. Add a new team or edit an existing one that you would like the members to be able to edit Business Objectives.
3. In the features section, set Can manage business objectives to Yes
4. Add/ remove the users required.
5. Click Save
   
   

Users within this group can now edit existing Business Objectives and add additional Business Objectives.