This article is intended for admin users. For manager users and collaborating users, viewing the drivers will only be possible if the company has given permission in the access profile. Therefore, contact the person responsible for managing Elofy to understand if you have the following activation.
Step 01
Go to the menu Strategy > Strategy.
Step 02
Click on the Drivers tab (featured).
Step 03
When you enter the Drivers detail, you will be provided with a listing of all the company’s drivers.
NOTE - To learn more about the features available on the query screen, access this article here.
Step 04
By clicking on expand, you will see all the objectives, contracts and even the key results that are linked to the driver.
Step 05
By clicking on the driver, you access the sidebar with the driver data.
In the sidebar, you will find the following information:
The driver's progress ruler that is updated as progress is recorded on linked objectives, contracts, and key results;
The general tab that brings the driver creation data. You can edit the data as long as you have the necessary permission:
Driver description.
Objective approval if your company have the "workflow of objective" active. Read more here.
Responsible and co-responsible parties.
Feelings about driver progress.
Linked tag.
Status according to the driver’s progress.
Referring year.
Buttons to enable/disable the driver and to link it to key results (if enabled, it will be possible to link a KR to the analyzed driver).
The timeline tab brings the latest updates made to the driver, such as bindings or data changes. In addition, through this tab, you can register comments, as shown in the image below:
Finally, the linked tab presents all the objectives, contracts and key results linked to the driver. You can filter by type and even access the details screen for each link by clicking on the one you want:
Step 06
To access the driver details screen, click on "access driver".
Na tela de detalhes, você tem acesso a diversas informações:
a) In the first part, the progress ruler and the number of objectives and contracts by status and by period are located):
It is also possible to access the driver's map by clicking on "access organization chart":
b) Below are the objectives, contracts and key results linked to the driver. Here, you can link goals and contracts:
Or even create a goal directly in the driver:
c) And, finally, on the side tab are the data from the general tab and timeline presented in step 05:
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!