How to edit a business objective

1. From the main menu, select Plan > Idea & Proposal > Business Objectives. Service Management displays a list of business objectives.

2. Select the business objective that you want to edit.

   To filter the record list, click the Add filter  button. For more information, see Filters.

3. Click the business objective identifier in the Id column to display the selected record, or click Edit in the business objective preview.

4. By default, the business objective is displayed with the General tab selected. Click the tab you want to edit or view:

   Tab	Description
   General	Displays general information about the selected idea. For more information about the General tab, see General tab.
   Discussions	Displays any relevant conversations about the selected idea. For more information about discussions, see Discussions.
   History	Displays changes to the selected idea. For more information about history, see History.

5. Click Save when you are finished.

General tab

This tab includes the following sections:

Section	Description
Business objective details	Basic information about the business objective. For more information about business objective details, see Business objective details.
Attachments	Click Add attachment if you want to attach a file to the record. Note The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z. The maximum file size of an attachment is 10 MB. If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record. Attachments are not visible in the Service Portal.

• Business objective details

  Field	Description
  Objective	The name of the business objective.
  Description	A description that captures the details of the business objective.
  Active	Select this check box if the business objective is available for user selection.
  Driven by	The user who is responsible for driving the business objective.

Related Topics