Add/View/Modify Goal

Acceptance Test Cases

# Feature Scenario
1 Add Goal
  • Reached via:
    (i) Goal List - Add button (for Admin / Supervisor / HOD users)
    (ii) My Goals - Add button (for ESS users)
  • For users who having a combination of privileges if Add Goal is reached vis:
    (i) Goal List - Admin / Supervisor role is assumed
    (ii) My Goals - ESS role is assumed
  • 1.1 Add Goal Example Scenario #1:
  • If an admin reaches Add Goal from My Goals, ESS role is assumed, and it's not possible to set the goal as a business goal.
  • 2 Add Goal
  • It's possible to select a goal from the goal library as the goal name
  • No other goal fields are copied from the goal in the library to the new goal being created.

  • Add Goal Form

    Field Field Type Default Value Field Options Validations Validations Message Field Behavior
    Type Dropdown Individual (for ESS users)
    Business (for other users)
    (i) Business (Only available to admin users)
    (ii) Individual
        Enabled for Admin users.
    Disabled for users other than Admin users.
    Goal Name Text + 6.4.10 Auto Complete     (i) Mandatory
    (ii) Less than 24 characters
    (i) Required
    (ii) Should be less than 240 characters
  • Lists goals that match the
    (i) Entered goal type from the library AND
    (ii) The entered text in any part of the goal name
  • It's possible to select a goal from the library
  • It is also possible to enter a new goal text in the text box
  • Parent Goal Auto Complete        
  • Lists active goals (achieved goals do not get listed)
  • Goal name is prefixed with the goal owner name for all users except ESS users. ESS users only see the goal name.
  • 6.4.10 Regional admins do not see goals assigned to employees in other regions.
  • Global admins see goals assigned to employees in all regions.
  • It's possible to select a goal assigned to an employee in a location other than the goal assignee's location (based on the accessibility of the goal by the assigner)
  • 6.4.10 Supervisors only see goals assigned to employees reporting to them
  • 6.4.10 HODs only see goals assigned to employees in their sub-units.
  • ESS user only sees own goals
  • View library 6.4.10 link         When user clicks the view library option system pop up a Search Library pop up.
    Goal Description WYSIWYG Editor    
  • 6.4.10 Maximum allowed size (TBD)
    Due Date Date     Mandatory   Selected date is displayed in the system defined date format
    Status Dropdown Pending      
  • Disabled
  • Default value (Pending) is automatically selected
  • Completion Slider 0%      
  • 6.4.10 Slider representing a range (0% to 100%) of completion as a percentage
  • Upon sliding, displays the percentage value it represents.
  • Add to library Checkbox Unchecked      
  • Not shown to ESS users
  • If checked, upon saving, the goal is added to the goal library
  • If the goal name is a duplicate of an existing goal in the library the checkbox is disabled and cannot be checked.
  • Assigned To Auto Complete Own name for ESS user Employees accessible to the user (i) Enter invalid format ( Ex: Numeric values)
    (ii) Mandatory Field (Exception: If Add to Library is checked, Assigned To is not mandatory)
    (i) Invalid
    (ii) Required
  • Employee Name and Employee Id available to be selected
  • Disabled (with own name selected) for ESS user.
  • Evaluvator Groups Checkboxes (i) Main Evaluator
    (ii) Self
    (iii) Supervisor
    (i) Main Evaluator
    (ii) Self
    (iii) Supervisor
    (iv) Peers
  • Evaluator Groups disabled in Appraisal Configuration do not get listed as options.
  • Read Only (for Assignee) Checkbox        
  • Available only for Individual goals
  • Not available to ESS user
  • Available to Admins, and Supervisors
  • Bulk Assign To Checkbox Unchecked      
  • Available only for Individual goals
  • Not shown to Supervisors, HOD Users, and ESS users
  • (Bulk Assign To) Job Title Multi Select  
  • All
  • Job titles defined in the system
  • Shown ONLY if Bulk Assign To is checked
  • Not shown to ESS user
  • (Bulk Assign To) Location Multi Select  
  • All for Global Admins
  • Locations accessible for Regional Admins
  • Shown ONLY if Bulk Assign To is checked
  • Not shown to ESS user
  • (Bulk Assign To) Sub Unit Multi Select  
  • All
  • Sub Units defined in the system
  • Shown ONLY if Bulk Assign To is checked
  • Not shown to ESS user

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    Topic revision: r12 - 2018-12-16 - HimathDissanayake

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