Document goals

Introduction

Document Goals Management is designed to help you set, manage, and monitor the goals for each organizational unit concerning the relevance, quality, and quantity of business architecture domain data held in the unit's documents. By clearly defining these goals, you can ensure that each unit aligns with the overall strategic objectives and maintains the highest standards of document management.

Purpose

The primary purpose of this page is to facilitate the structured setting of document goals across various organizational units. This includes defining specific criteria for document relevance, quality, and quantity, ensuring that all units adhere to the required standards and contribute effectively to the organization's mission.

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How to Use This Page

Step 1: Select Organisation Units

• Use the provided hierarchical list to select the organizational units for which you want to set document goals. You can toggle the "Cascade Goals" option to automatically apply the goals to lower-level units.

Step 2: Select Criteria

• Adjust the sliders for relevance, quality, and quantity to reflect the desired goals for each unit.

• Toggle the "Advanced Criteria Selection" to define more granular criteria for each business architecture domain.

Step 3: Save Goals

• Use the map view to visualize the organizational structure and ensure the correct units are selected. Once you have set the goals, click the "Save" button to store the organization unit goals.

Benefits

Setting clear document goals ensures consistency and quality across all organizational units, supporting better decision-making, compliance, and strategic alignment. This structured approach to goal setting helps in maintaining high standards and achieving organizational objectives efficiently.

Organisation goals

Step 1: Select Organisation Units

Toggle Cascade Goals: This option allows the user to copy goals to lower-level units within the organization.

Select Organisation Units: Choose the relevant organizational units from the table below the visual organization chart. The units are hierarchical, with the top-level units listed first and sub-units nested below them.

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Step 2: Select Criteria

Toggle Advanced Criteria Selection: This switch allows the user to define more granular selection criteria.

• When turned off, the user can set overall goals for Relevance, Quality, and Quantity.

• When turned on, the user can set detailed goals for each business architecture domain.

Criteria Sliders:

• Relevance: Rate the relevance of the document data on a scale from 1 to 5, or mark it as N/A if not applicable.

• Quality: Rate the quality of the document data on a scale from 1 to 5, or mark it as N/A if not applicable.

• Quantity: Rate the quantity of the document data on a scale from 1 to 5, or mark it as N/A if not applicable.

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Advanced Criteria: When the advanced toggle is enabled, users can rate each business architecture domain (such as Strategy, Policy, Capability, etc.) separately for Relevance, Quality, and Quantity.

Step 3: Save Goals

Save Goals: After setting the goals for the selected units and criteria, click the Save button to save the organization unit goals.

If you have not set document goals for each business unit you will see this message recommending completing goals for all business units.

When you have set document relevance, quality and quantity goals for every business unit, you’ll see a different message.

By following these steps, you can effectively set and save document goals for each organizational unit, ensuring alignment with the Relevance, Quality, and Quantity of business architecture domain data held in the unit’s documents.