New Features (archive)

Approving Objectives for your Reviewees

Lead Reviewers can now approve or decline objectives directly from their reviewee's objectives page. This will be particularly noticeable when completing review forms.

View Feedback Given and Received

It is now even easier to view general feedback. We have made some changes to your feedback page that gives you clear sight of the general feedback you have received and given. You can also see who provided the feedback, when it was added and if it has been amended.

Review forms have also benefitted from the feedback improvements. If your review form includes an Overall Pre-Review Assessment, you can see 'at a glance' how many pieces of general feedback you have received. Selecting the Feedback tab allows you to see the feedback in detail.

Enhanced Development Needs

Development Needs is an important area on ObjectiveManager.  Until now, you had limited functions to record and track your development activities.

Now we have moved Development Needs to a dedicated page, giving you vastly improved abilities to define, track and record your development activities.

Navigating from Competencies to Development Needs

It’s now easier to go directly to Development Needs when you are working on your Competencies page. Each Competency allows you to switch to your Development Needs page instantly. See how it works below.

Annual Declarations in Review Forms

We can now add an annual declaration statement to review forms. These can be added by request to any review form templates, allowing Reviewers and Reviewees to digitally sign a declaration with one simple click.

Supporting you with SRA Compliance

With the addition of a dedicated Development Needs page, alignment between Competencies & Development Needs, as well as a digital annual declaration of competence, remaining SRA compliant is straightforward. ObjectiveManager makes it simple for you to regularly reflect on the quality of your practice, define and manage your personal development needs and keep up-to-date records of your activities throughout the year.

New Feature: Private Progress for shared Objectives

Posted August 24, 2016.

You can now choose a privacy setting for the progress update. This means that you can add private progress updates for shared objectives.

This flexibility allows you to share your objectives around the firm, whilst keeping certain progress updates private, so they are only visible only to yourself and your Lead Reviewer.

New Feature: Create Plan Background Sub-headings

Posted August 24, 2016.

Plan Background information can now have even more clarity, with the option to add sub-headings to each background area.

Under each heading in the background area, subheadings can be created to create a detailed, organised plan background.

Plan Owner/ Co-owner can request this optional feature by emailing and  giving the subheadings required for the relevant background header/s.

New Feature: More secure plan background information

Posted August 24, 2016.

Plan Owners or Co-owners have always been able to request that plan background information as private. This prevents non-team members from viewing the plan background information.

The latest update to plan settings allows the Owner or Co-owner to further restrict the visibility of plan background.

In the Plan Settings (Other Actions on the main Plan page), the background information can now be limited so that only the Owner or Co-owners can view plan background information. 

  1. For all team member to view the background information link, select Yes for 'Show Background Plan Link'
  2. For only Owner/ Co-owners to view the background information link, select No for 'Show Background Plan Link'

This supports the need to have confidential information on the plan that is only available to certain key people in the plan team.

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