Glossary of Terms and Functions
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      Glossary of Terms

      As software is becoming more customizable, your database may have a different name for a term we mention within the Knowledge Base. This article will assist to clarify any misunderstanding.

      Goal - Cascade's standard definition for any action within the system. You might call them actions, projects, deliverables, objectives, priorities, to name a few, but as a default setting and how we explain within the Knowledge Base, these items will be referred to as Goals.

      Add Update - In Cascade, you might click on the button in the sidebar to add comments, monthly updates, progress reports, risk updates, etc. However, throughout the Knowledge Base we will be referring to this as the Add Update button.

      Focus Area - The groupings you choose to align your goals to within the planner pages will be known by one name throughout your Cascade database. You might have labeled them as Priorities, Pillars, Strategic Goals, Focus Points, Objectives, etc, but the default name for them which we will use throughout the knowledge base is Focus Area.

      Parent Goal - A goal at the level up.

      Child Goal - A goal at the level down.

      Goal Hub - An expansion of the sidebar area accessed by clicking on the goal title and then the blue circle with the '<'  in the top left corner of the sidebar. The Goal Hub contains the goal's details and custom attributes along the left side of the screen, at the top there are 4 tabs for the 4 sections. Activity: This details the goal's activity log. Tracking: This allows you to edit the goal's target and expected progress. Tasks: Details the goal's tasks or allows you to add/edit tasks. Alignment: Details the goal's parent and child alignments.

      Goal Type/Template - Each goal can be assigned a goal type/template (the same thing -  is named as both within the system). Each goal type/template can be used to filter on any page, or be used to collect additional information within the custom attributes assigned to each goal type/template. 

      Plan Contributor - A user who has permission to edit a plan and all goals within it. Standard users can be made Plan Contributors without being given any additional administrative privileges. Plan Contributors are assigned by current Contributors or Administrative users through the Plan Settings.

      My Team - Cascade defines your 'Team' as the people who report to you as depicted within the 'Organization' section of the software. If your team is incorrect on the Goal Deck page, you can edit it manually by clicking on the 'View More' grey circle, then 'Edit Team' and 'Save', for changes anywhere else in the system you will be required to  ask your system administrator to check the system's organizational chart.

      Goal Status - Your goal progress at any given point will be represented by a goal status; the different types of goal status are outlined below.

      Not Started: Prior to your goal's start date, your goal with display the status of Not Started.

      On Track: While your goal is within its start and due dates, if your goal's progress is inside of the expected progress it will display as On Track.

      Behind: While your goal is within its start and due dates, if your goal's progress is outside of the expected progress it will display as Behind.

      Overdue: If your goal's due date has past and your goal is not marked as Complete, the status will display as Overdue.

      Complete: Once your goal's progress has reached its target (or reached its target and due date in the case of goals set up with the completion criteria 'Target and Deadline Reached'), your goal will display as Complete.