Fusion Goal Management: View only access to goals

(Doc ID 2242314.1)

Last updated on JANUARY 23, 2018

Applies to:

Oracle Fusion Goal Management Cloud Service - Version 11.1.11.1.0 and later
Oracle Fusion Goal Management - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

On : 11.1.11.1.0 version, Goal Management

View Only Access to Goals

Requirement: Matrix Managers & Certain Leaders should be able to see an employee’s goals without editing them (the Goal should be view only). They also shouldn’t be able to Add Goals. However, Line Managers should be able to edit an employee’s goals and add goals.

But, we're unable to lock the goals for Matrix Managers and the leaders without locking them for Line Managers.
Currently Leaders access an employee’s goals page from the Profiles Work Area and the Matrix Manager will access an employee’s goals page from My Team icon. Managers also use the My Team icon, or the Goals icon > Team Plans page to access their employees goals. Even though these pages are in separate locations they display the same page; therefore any extensibility we apply to one page will also be applied to the other. Between Plans icon, My Team icon and Profiles icon, it is a shared page.
Please see attachment.

Since there is the possibility a leader can have multiple security roles, we are not able to leverage the security roles in extensibility to limit the goal details.

Also, the page parameters available to use in extensibility are limited. If we attempt to use a "role code", this parameter will be true for both Line Manager and Matrix manager. Another parameter we have attempted to use is the "called from" parameter. It turns out this parameter remains the same no matter which view you are accessing the page from.

So, our questions to meet this requirement are:
o Are there options for a view only role here?
o Are there other parameters we do not have visibility to that we could access through EL?
o Can you assist or enhance the product so that we can identify a specific manager type to be "view only" on goals, performance, or profiles pages? We would like to identify a specific manager type to be "view only" for talent module pages.

Current view for Matrix Leader:
My Team icon > click name > Goals icon > Click View More Details > from here they can add and edit goals


 

Solution

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