{"id":12067,"date":"2021-05-20T15:47:00","date_gmt":"2021-05-20T20:47:00","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=12067"},"modified":"2026-03-17T11:30:14","modified_gmt":"2026-03-17T16:30:14","slug":"creating-objectives","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=12067","title":{"rendered":"Add\/Manage Metrics (Objectives)"},"content":{"rendered":"\n<p id=\"block-b36c0e00-8c71-4f2a-8d6a-a121f89efcc3\">To add Objectives in SecureDB, select <strong><em>Administration<\/em><\/strong> in the navigation menu, then select <em><strong>Manage <\/strong><\/em><strong>Objectives<\/strong> from the dropdown. On the next page, select <strong><em>Add <\/em>Objective<\/strong> near the top left.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1320\" height=\"660\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-1.png\" alt=\"\" class=\"wp-image-20067\" style=\"width:738px;height:auto\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-1.png 1320w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-1-300x150.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-1-1024x512.png 1024w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-1-768x384.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-1-868x434.png 868w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-1-980x490.png 980w\" sizes=\"auto, (max-width: 1320px) 100vw, 1320px\" \/><\/figure>\n\n\n\n<p>Objectives can also be added through meetings.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-5-1024x512.png\" alt=\"\" class=\"wp-image-20617\" style=\"width:739px;height:auto\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-5-1024x512.png 1024w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-5-300x150.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-5-768x384.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-5-1536x768.png 1536w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-5-2048x1024.png 2048w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-5-868x434.png 868w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-5-980x490.png 980w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>First, select whether the Objectives will be a numeric (Objective) goal or if it will be a scale goal (more subjective).<\/p>\n\n\n\n<p>Next, set the <strong><em><strong>Objectives<\/strong> Orientation<\/em><\/strong>, then enter the <em><strong>Value(s)<\/strong><\/em> under <em style=\"font-weight: bold;\"><strong>Goal<\/strong><\/em>. <strong><em>Orientation<\/em><\/strong> allows users to choose how performance against the goal will be measured. The available Goal Orientations are:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Inside Range [min, max]<\/strong> \u2013 The value must fall within a defined range.<br><em>Example:<\/em> Success if between 90 and 110.<\/li>\n\n\n\n<li><strong>Outside Range (value &lt; min OR value &gt; max)<\/strong> \u2013 Success occurs when the value falls outside the defined range.<br><em>Example:<\/em> Success if below 60 or above 120.<\/li>\n\n\n\n<li><strong>Greater Than Goal (strict)<\/strong> \u2013 The result must be <em>strictly greater than<\/em> the goal value.<\/li>\n\n\n\n<li><strong>Greater Than or Equal To Goal<\/strong> \u2013 The result must be <em>greater than or equal to<\/em> the goal value.<\/li>\n\n\n\n<li><strong>Equal To Goal (exact)<\/strong> \u2013 The result must match the goal value <em>exactly<\/em>.<\/li>\n\n\n\n<li><strong>Less Than Goal (strict)<\/strong> \u2013 The result must be <em>strictly less than<\/em> the goal value.<\/li>\n\n\n\n<li><strong>Less Than or Equal To Goal<\/strong> \u2013 The result must be <em>less than or equal to<\/em> the goal value.<\/li>\n<\/ol>\n\n\n\n<p>Now that the orientation and its value is set, select <strong><em>Units<\/em><\/strong>, <strong><em>Frequency<\/em><\/strong>, and then type a <strong><em>Description<\/em><\/strong> of the <strong>Objective<\/strong><\/p>\n\n\n\n<p>Next, select the <strong><em>Scope<\/em><\/strong>:<strong><em> Individual<\/em><\/strong>, <strong><em>role<\/em><\/strong>, or <strong><em>Team<\/em><\/strong>, then select the coresponding Individual, role, or Team the Objectives is for.<\/p>\n\n\n\n<p>Next, select the Objectives <strong><em>Category<\/em><\/strong>, then set the<strong><em> Status<\/em><\/strong> to <strong><em>Active <\/em><\/strong>or <strong><em>Inactive<\/em><\/strong>.  <\/p>\n\n\n\n<p><strong>4<\/strong>. Click <strong><em>Add <\/em>Objective<\/strong> to complete.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-2-1-1024x512.png\" alt=\"\" class=\"wp-image-20603\" style=\"width:767px;height:auto\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-2-1-1024x512.png 1024w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-2-1-300x150.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-2-1-768x384.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-2-1-1536x768.png 1536w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-2-1-2048x1024.png 2048w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-2-1-868x434.png 868w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-MetricsObjectives-2-1-980x490.png 980w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"advanced-settings\">Formula Builder<\/h2>\n\n\n\n<p>To create a Objective calculated by other Objectives, toggle on the formula builder.<\/p>\n\n\n\n<p>Begin by selecting the first Objective in the formula from the Insert Objective dropdown and then select Insert. Next, select any math operators needed between the Objectives or insert any numbers needed. To complete your formula, make sure to close it with the end parenthesis &#8220;)&#8221; button.<\/p>\n\n\n\n<p>If you need to edit your formula at any time, toggle on Edit Formula Expression, and you will be able to edit withing the text box.<\/p>\n\n\n\n<p class=\"has-text-align-right\">Next up: <a href=\"https:\/\/securedb.io\/kb\/?p=10836&amp;brand=expand\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=10836&amp;brand=expand\">Dashboards<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>To add in , select Administration in the navigation menu, then select Manage from the dropdown. On the next page, select Add near the top left. can also be added [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":14293,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[29],"tags":[27],"class_list":["post-12067","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-getting-started","tag-implementation"],"wps_subtitle":"A Step by Step Guide","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12067","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12067"}],"version-history":[{"count":42,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12067\/revisions"}],"predecessor-version":[{"id":20934,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12067\/revisions\/20934"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12067"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12067"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12067"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}