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CMO - How to make use of the New Event Target for Users

Goal - How to make use of the New Event Target for Users

The new event targets are the number of events for which a particular user is a reporter for a particular period of time. For example, you can give a user a target of 30 per month, meaning that they should do about 1 event per day. This can be particular useful when you have quotas on the number of inspections or audits to be performed for a particular user. 

The steps provided in the article is performed by the Administrator of the CMO Application as the settings require the access to the Admin module.

  • Begin by going to Admin - User - Search - Click on Users Name

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  • Click on Target

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  • Click on New Event Target a Pop up will appear

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  • Click on Form a dropdown will appear, choose a form that you would like the user to have a target for.
  • The User is able to have different targets for different forms. 
  • Next click on Target per Month and select 10.
  • For this User they will be required to complete for IM - Incident Report 10 of these forms per month. 
  • Click Save, Once saved you will see this new Target appear under the Users Profile under Target

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  • To Edit the Target set for the User go to the Cogwheel and click on Edit

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  • A Pop-up will appear where you will be able to change the Form and/or Target or simply cancel if you don't wish to make any changes.

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  • To Delete the Target set for the User go to the Cogwheel and click on Delete

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  • A Pop-up will appear asking 'Are you sure you want to delete Target?' If you click on Yes the Target will disappear, if you click on No the Target will remain.

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  • This is showing the Target is no longer visible as Yes was selected from the above Pop-up.

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