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These conditions are as follows:

When the goalset is overdue

The goal set will be closed when the due date is reached.

Goal sets matching this condition will be closed in the few hours following midnight on the day after the due date.

Example: If the due date is 20th June, the goal set will close around 3am on 21st June.

When all achievements have been met

The goal set will be closed when all goals within the set have reached 100%. For this to take effect each target

will have to

must have a

specific

measurable achievement set in order for

Kaizen

risr/advance to be able to calculate a percentage of progress

percentage

.

Manual goal set closure

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A goal set can be manually closed by using the close this goal set option directly from the goals list.

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This option will be available according to which manual mark condition is selected as follows:

Users should always mark the goals within this goalset

In order for the close this goal set option to be available each goal must be marked with an outcome. These outcomes are fixed at Achieved, Not achieved, Partially achieved, Carried forward. To control who can mark the goals in this set choose the desired role(s) in the field who can mark the goals?

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Once all goals in the set have been marked the goal set can be closed directly from the goals list.

Users should not be able to mark the goals within this goalset

The option to close this goal set is always available to the timeline owner and to anyone else with the permission allow user to close and re-open the goals of other users

Info

If a goal set is closed automatically and then re-opened, Kaizen risr/advance will not perform any subsequent attempts to automatically close this goal set

Each goal set shows information as to how it will be closed. This is visible when hovering over the padlock icon shown against each goal set.

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This goal set requires each goal to be manually marked before it can be closed

This is a manually marked goal set

This goal set can be manually closed when appropriate

This is a goal set where marking has been disabled

This goal set has been re-opened and must be manually closed when appropriate

This is a goal set which has been automatically closed and subsequently re-opened.

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Expand
titleVIEW EXAMPLE

Joe Blogs is assigned a goal which is designed to automatically close when all achievements have been met. The settings for this goal are defined as follows:

As Joe continues to create events which count towards progress of this goal the completion percentage increases. Once this percentage reaches 100% the goal set is automatically closed.

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