To filter the list of targets, use the following fields at the top of the screen:

• Categories drop-down - use this to select the categories (as defined on the Categories screen with a type of 'Questions and Targets') to display

• Search all categories - use this field to enter the name of the relevant category or target name. The search is carried out across all categories. The list is updated immediately.

To add or edit a target:

1. Click the Create target button to add a target.

   

   Alternatively, click the ⋮ drop-down menu of the relevant record and then click the Edit option.

   

   The target editor is displayed.

   

2. Set the name of the target in the Define target field. This must be unique.

   
   

3. If required add Additional Information about the target. This is optional, but is a good place to add extra context to the target to help the learner understand the aim behind the target, or information they might need to complete it.

   
   

4. If required, add a step by clicking the Add new button and entering the name of the step. Repeat this step as necessary. You can have a maximum of five steps.

   

   You can remove a step by clicking the Delete button adjacent to the relevant field.

   

5. Select the relevant Category from the drop-down list, which contains categories with a type of 'Questions and Targets'.

   If the category does not exist, you can click the Add new category button to add a new one.

   

6. Click the Add new keyword button to add any keywords that you want to associate with the target. These can be used for searching, sorting, or analytics as required. If the tag already exists, a drop-down will appear where you can select it.

   

7. Click Save.

Targets can be made inactive if they are no longer in use. Inactive targets are displayed in grey, provided the Include Inactive toggle is selected.

A target that is made inactive will not be available to be selected for future use, but if it is already in use, it will be unaffected and can continue to be used.

To activate or deactivate a question:

1. Use the filters to locate the relevant target, if required.

   

2. Ensure the Include Inactive toggle is selected if you want to activate an inactive target.

   

3. Click the ⋮ drop-down menu of the relevant record and then click the Mark Active or Mark Inactive option, as required.

   

You can only delete a target if it is not associated with any ILPs.

To delete a target:

1. Use the filters to locate the relevant target, if required.

   

2. Ensure the Include Inactive toggle is selected if you want to delete an inactive target.

   

3. Click the ⋮ drop-down menu of the relevant record and then click the Delete option.

   

   This is not displayed if the target is associated with ILPs.

   A confirmation message is displayed.