The power of the Sibme Goals module is that a Goal Owner or Collaborator with Evidence Permission can add Evidence to show progress on an Action Item. Once the Goal Owner has begun working on their Action Item, they can attach any Evidence that has been uploaded to their Workspace or Huddle, or they can upload Evidence directly from their computer files into the Action Item.
To complete an action step, you must upload Evidence and/or write a reflection (please see How Do I Mark a Goal or an Action Item Completed?). To have a Goal marked complete, all Action Items must be marked as Completed. A Reflection can inform the Reviewer what was learned during the Goal/Action Item, future steps of improvement, or items still being worked on. A Goal Owner does not have to include both Evidence and a Reflection (but can include both), but must include at least one.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.
Steps to accomplish the task:
To add evidence to an Action Item, click the plus button next to Evidence. This will open a small menu that provides you with the types of evidence you can attach to your Action Step.
Videos: This is any video or recorded livestream that has been recorded and uploaded to your Workspace or Huddles.
Resources: This is any document, picture, URL link, etc. that you have uploaded as an artifact to your Workspace or Huddles.
Huddles: If you select Huddle from this list, you will grant Collaborators/Group Members access to everything stored in the Huddle you select. This includes all artifacts, videos, discussion posts, and links stored in the Huddle. If you choose Huddles from the menu, make sure it is clear in the Huddle how the information stored in the Huddle indicates completion of the Action Step.
Frameworks: This will be an empty Framework that you can fill out showing levels you completed. A Reviewer will be able to see which levels you marked. (Note: in some accounts, only Admins, Super Admins, and Account Owners are allowed to add Frameworks as Evidence)
Notes: If you have used notes to complete an observation that did not include a video, you can choose this option.
After selecting which type of evidence you wish to add, a popup window will appear so you can select the specific piece of evidence from your Workspace or Huddles.
To select Videos/Artifacts/Notes from your Workspace, browse the list and click + Add to select the appropriate resource. If you have a lot of Resources, you can use the Search bar at the top to search for the Resource you are looking for.
To select Videos/Artifacts/Notes from Huddles:
Click the Huddle Tab and then the Huddle where your artifact/video is stored. This will display a list of the videos/artifacts stored in the Huddle. Again, if you have a lot of Resources, you can use the Search bar at the top to search for the Resource you are looking for.
To select an entire Huddle as your evidence, choose Huddles from the evidence options.
Then click + Add button of the Huddle you want to add from the pop-up menu. Once Added, click Done.
You can then repeat these steps if you want to add more evidence to your Action Item.
To select a file from your computer:
Click the “Local File” tab, then select the file/s that you wish to upload to the Action Item from various locations.