Success objective record page
This page provides a detailed view of the success objective and its related outcomes and initiatives.
To view this page, follow these steps:
- Login as a user with the sn_acct_lc.ale_success_agent role.
- Navigate to and select the List icon.
- Navigate to and click Number column to open the objective record.
This page includes the following sections:
- Header: This section shows the status, the driving category, the number of days left for this objective to be completed, and the planned end date.
- Success outcomes: The success outcomes associated with the objective. Select a success outcome to view the success initiatives associated with it.
- Success initiatives: The list of initiatives associated with the selected success outcome. The subject, progress, and the number of days remaining are displayed. Click the Number column to drill down to the Success Initiative record page.