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Reviewing Objectives (End User)

When end users navigate to the Objectives screen, the default filter on the Objectives list is My Objectives. The remaining view tabs and fields available to the end users in the Objectives screen are identical to those available to the administrator.

For more information about navigating the standard Siebel interface, including using the Explorer tree, see Siebel Fundamentals.

This task is a step in Process of Working with Objectives.

To review an objective

1. Navigate to the Objectives screen, then the Retail Objective List view.

   The default filter on the Objectives view and the additional filters available depend on the end user's responsibilities.

2. From the visibility filter, select one of the following values:
   • My Objectives. Objectives for which the user is assigned to the team.
   • My Team's Objectives. All Objectives in a manager's team, including the manager's.
   • All Objectives. All Objectives for the user's organization.
   • All Objectives Across Organizations. All Objectives across all organizations in the implementation.
3. In the Objectives list, drill down on the Objective field hyperlink for a record.
4. Click the view tabs to review activities, target accounts, and other information about the objective.