Changes to goal plan state in Latest Goal Management

[adinac]

Hello,

I have activated Latest Goal Management and in the goal plan, I have established now 3 statuses for the goal plan: Not Approved, Sent for Approval and Approved.

In the implementation Guide I have found this information: If the latest Goal Management is enabled, the Changes to goal plan state setting is available. If this setting is enabled, employees and employees' managers (EM) who have the change-state permission, excluding action takers themselves, receive notifications of who changes the goal plan state and what the current goal plan state is.

I have also enabled the option from E-Mail Notification Templates Settings.

Send notification for:
Private in addition to public goal
Changes to goal plan state

When I go and choose the objective plan for which I want to set the changes to the goal plan, at Specify Different Template for Each Form I cannot choose the form. I found this KBA https://me.sap.com/notes/0002187693 which says that for Goal Modification Notification I cannot change the form.

What can I activate the notifications?

Thank you,

Adina

[adinac]

Thank you @Mridul Sharma, it helps a lot.

But all goal plans are enables in Customize Settings for Goal Plans, but Specify Different Template for Each Form I cannot choose the form. I do not understand where can I further check.

Adina

[MridulSharmaSF · Accepted solution]

adinac

Below are steps to setup Job in provisiong ,please take help of any EC consultant if first time you are setting up the Job.

You must create "Goal notification email" type of scheduled job to be able to use the "Goal ModificationModificationModification Notification" e-mail notifications in Goals Management.

1.Log in to Provisioning.

2.In the Managing Job Scheduler section, click Manage Scheduled Jobs. The Manage Scheduled Jobs page appears.

3.Click the Create New Job link. The Create New Job page appears.

4.Enter a relevant Job Name. For example, enter "Scheduled Job for Goal Notification Email".

5.In Job Owner, select an admin user responsible for managing the e-mail template notifications.

6.In Job Type, select Goal notification email from the dropdown.

7.For Job Parameters, select Today.

8.In Occurrence, select Recurring to ensure that the Goal email notification is sent out regularly.

9.In the Recurring Pattern section, select Daily, and select 18:00 hours as the scheduled time for executing the job.

10.In Start Date, enter the starting date in the <MM/DD/YYYY> format and select a time for this scheduled job.

11.Select the Send E-mail when job starts check box.

12.Click Create Job. The newly created scheduled job appears in the list of jobs on the Manage Scheduled Jobs page.

13.For your newly created scheduled job, under Actions, select Submit.

Please mark this as answer if this helps

Thanks

Mridul

[adinacroitoru · Accepted solution]

Hello!

This was so helpful. This was the issue, the job in Provisioning did not exist. Now I received the notification.

Many, many thanks!

Adina