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EimearCritchley's avatar
EimearCritchley
Copper Contributor
Sep 24, 2024

Viva Goals - Reassigning Objectives & Key Results

Hi All,

I’m wondering if someone would be able to help with what seems like a Viva Goals glitch described below please?

It seems that when reassigning objectives or key results within Viva Goals, it seems to ‘hang onto’ the data from the older owner when creating filtered views.

E.G.1:

I reassigned objectives & key results what were initially assigned to OldUser1, to NewUser2. Yet, when I do a filter by owner OldUser1, which should be blank, it shows me NewUser2 newly assigned objectives

E.G.2:

Similarly, User3 has reassigned some of his objectives to others, yet when filtering for his objectives only, it brings up other objectives that are no longer related to User3. These also appear within his “My OKRs” view which clutters up his filtered view.

I’m guessing its something to do with cached data maybe but just guessing.

 Would anyone know of a solution to this please?

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1 Reply

  • RobSoto's avatar
    RobSoto
    Iron Contributor
    Nov 13, 2024

    Hello - I was able to replicate the issue you described. And I believe I found the cause and solution. Here are my steps.

    1. Created an objective and assigned Owner 1
    2. Created a key result in the new objective and assigned Owner 1
    3. Changed the owner in the OKR dashboard for both items to Owner 2
    4. Set the filter to Owner 1 and Owner 2 still appeared (just as you described)
    5. Clicked the Edit button next to the Objective and the right panel opened
    6. Saw Owner 1 still assigned as the "Check-in owner" and replaced with Owner 2 and saved
    7. Repeated step 6 for the key result as well
    8. Set the filter to Owner 1 and no results appeared, as expected

     

     

     

     

     

     

     

     

     

     

     

    It looks like it's not a glitch but by design. I believe the reason is that just because the Owner changes doesn't mean that the check-in owner should also change. There is a circumstance out there where this division of duties is necessary, however uncommon. 

    I checked and there is not yet a way to automatically change the check-in owner when the overall owner is changed. In the future, just remember to change those Owner values as well.

    -Rob

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