Who is this article for?

   Users who need to add a new Objective.

   Risk module access is required.

Objectives are a primary way of tracking your organisation's progress towards certain targets. This article shows you how to create new Objectives and assign them to appropriate team members.

1. Creating an Objective
   1. Video
   2. Steps
2. Further reading

1. Creating an Objective

1.1. Video

1.2. Steps

To create an Objective:

1. Access the Risk menu.
2. Select Objectives.

3. Click Create Objective.
4. Select Create new to create an Objective from scratch.
   We will walk through the Get from library option later.

5. Enter a name for your Objective in the Title field.
6. Select a Type from the dropdown.
7. Set a Next Assurance date.
8. Enter a Description for the Objective.

9. Click Next.
10. Select a Location.
    This is the site the Objective will be applicable to.

11. Click Next.
12. Choose an optional Process.
    This is the Process the Objective will be part of.

13. Click Next.
14. Assign Roles to those the Objective is relevant to.
15. Click Save.

You can also create an Objective from an existing template.

To create an Objective from a template:

1. Click Create Objective.
2. Choose Get from library.
3. Select a Template.

4. Click Next.
5. Complete Location and Owner details as required.
6. Click Save.

Your Objective will now appear in the Objectives list.

2. Further reading

• Activating a draft Objective
• Managing an Objective