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Objectives

Subscription access level

This section describes all operations that a Subscription access level user can perform with Objectives

What is the Objectives Feature in Facts?​

The Objectives feature in PA Facts is designed to help organizations define, monitor, and achieve predefined goals in an intuitive and structured way, particularly within industrial operations. By leveraging the OKR (Objectives and Key Results) framework, the feature allows users to set measurable targets, track real-time progress, and use predictive analytics to foresee whether these goals are on track to be achieved. This is particularly valuable for objectives related to productivity, energy consumption, asset maintenance, and more. It transforms goal-setting into a data-driven process, where event-triggered actions and visual progress indicators facilitate better operational insights and decision-making.

Prerequisites for the Objectives Feature​

What Can You Do in the Objectives Feature?​

  • Define Objectives: Set specific, measurable objectives with clear metrics (e.g., reduce energy consumption by 5% in the next three months). You can choose baselines and targets to track progress over time.

  • Track Progress: Monitor both absolute and relative progress towards achieving your goals. Real-time data and predictive analytics help you visualize the current state of your objectives.

  • View Objective History: Review the status, history, and progress of all created objectives, enabling an organized approach to goal management.

  • Restore and Archive Objectives: Archive completed or outdated objectives for future reference, and restore archived objectives as needed.

Procedures​

Create an Objective​

  1. Navigate to the Objectives section.
  2. Click the "+" symbol to create a new objective.
  3. Enter the name of the objective in the Name field.
  4. Select the relevant organizational unit from the Organizational Unit dropdown menu.
note

You need to create an Organizational Unit in PA Facts before assigning objectives.

  1. Choose the metric you want to track from the Metric dropdown menu.
  2. Define the timeframe for the objective by setting the Start Date and Due Dates.
  3. Set the Baseline and Target values for the objective.
  4. Click Create to finalize the objective setup.

View and Manage Objectives​

  1. Navigate to the Objectives section.
  2. Click the three dot "(...)" next to the objective you want to manage.
note

Here you can Edit, Delete and Archiv the objectives.

  1. Select your action and confirm.

Monitor Objective Progress​

  1. Navigate to the Objectives section.
  2. Select an objective to view the progress.
  3. In the Progress Overview tab, monitor the current status and progress against the baseline and target values. Real-time graphs and predictive analytics offer insights into future achievement.

Restore an Archived Objective​

  1. Navigate to the Archived Objectives section.
  2. Select the archived objective you want to restore.
  3. Click Restore to bring it back into the active objectives list.

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