Add/View/Modify Goal

Acceptance Test Cases

# Feature Scenario
1 Add Goal
  • Reached via:
    (i) Goal List - Add button (for Admin / Supervisor 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.

  • 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 (not available for ESS users)
    (ii) Individual
    Goal Name Text + 6.4.10 Auto Complete     (i) Mandatory
    (ii) Less than 24 characters
    (i) Required
    (ii) Should be less than 240 characters
  • Auto Complete lists the goals in the goal library that matches the entered text
  • 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)
  • 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          
    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: Not mandatory - if add to library is clicked).
    (iii) Maximum allowed size (TBD)
    (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 shown to ESS user
  • Bulk Assign To Checkbox Unchecked      
  • Available only for Individual goals
  • Not shown to ESS user
  • (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: r8 - 2018-12-12 - HimathDissanayake

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