Publish requirements and manage goals or exceptions
Distinguish published requirements, individual goals and exceptions.
Task 1
Requirement profiles and publication calendar
Before you start
- Configured departments, job roles/duties and required objects; profile-publication permission.
Steps
- Filter by scope and open the profile; prepare mandatory or development rows with conditions and periods.
- Save a content version and set its publication or withdrawal calendar.
- Review named-person impacts before confirmation and retain decision history and reasons.
Task 2
Individual goals and exceptions
Before you start
- A readable person and an identified requirement source/version; management permission for new decisions.
Steps
- Choose Goals or Exceptions and filter date, status and type.
- For a new decision or revision, select an exact source/version, start, end and reason.
- Review the preview and retroactive acknowledgement; confirm or revoke through the dedicated action and inspect history.
What to check
You have reviewed validity and history; after a refused action, a new draft does not show old feedback.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support