Goals and Progress

Owned by Lisa Barnett
Last updated: Nov 01, 2023 by Support Desk
5 min read

 

 

Overview

Goals and Progress tracking is used by many agencies to track specific goals and progress towards achieving a goal. Goals and Progress is available as an optional feature that has to be turned on. Steps to turn on the feature are detailed in the Requirements/Dependencies section below.

This feature is comprised of two separate lists, Goals and Goal Progress, that work together to link progress notes to a specific goal. Once the feature is turned on, the Goals and Progress page is exposed in the Client Portal, Quick Start menu under the heading of Forms, with the label "Goals and Progress".

It is possible to add additional fields to the Goals form and the Progress form. Existing fields should be left as found except as noted below.

 

Requirements/Dependencies

 Instructions

Once Goals and Progress is enabled (see Requirements/Dependencies above), review the feature by adding goals and progress data to the test client.

  1. Navigate to the front end of your site to access the "Clients" Portal. If you are in the Administration Area (back end) of your site, click on the logo in the top left to return to the front end.

  2. Click on the Clients Portal, select test client Jimmy Anderson.

  3. In the Client Portal quick start, click on Goals and Progress found under the quick start heading Forms. The page opens with "Active" goals displayed.

 

Goals and Progress Feature Explained

There are 3 toggles on the page which switch between Active, Inactive and All Goals.

Active : Do not contain a completed or discontinued date.
Inactive: Contain a completed or discontinued date.
All: all goals regardless of dates.

Goals Page Layout

The page has 2 page parts. Goals are at the top, Progress notes are below. Clicking on a goal highlights the goal and makes it available for editing, and causes the progress notes page part to filter to notes associated with the selected goal.

Goal Form Fields

Client: The person who is actively working on the goal.

Goal Title: Short name for the goal.

Description: Details about the goal.

Goal Type: Categorizes the goal.

Goal Type choices can be changed by editing the Goals form, Goal Type field.

Initiated By: Categorizes who initiated the goal.

Initiated by choices can be changed by editing the Goals form, Initiated By field.

Defined: Date the the goal was defined. It might not yet be ready to set to "Started".

Started: The goal is started and the client (and staff) are not actively engaged.

Renewed: Renewed date indicates that this goal is being revisited and renewed, starting on this date. Add a Completed or Discontinued Date (see the next 2 fields)

Completed: The goal is completed and will now be listed as "inactive"

Discontinued: The goal has been discontinued and will now be listed as "inactive".

 

Progress Form Fields

Client: Auto-filled based on the selected goal.

Goal: Auto-filled based on the selected goal.

Staff: Auto-fills the name of the logged in user.

Date: Auto-fills today's date.

Progress Rating: Choose a rating.

Progress Rating choices can be changed by editing the Goal Progress form, Progress Rating field.

Notes: Type in field.

Editing the Goals and Progress Forms

Since the Goals form and the Progress form are part of a feature you cannot make changes to most fields. You can adjust the following fields:
Goals: add/change choices in the Goal Type and Initiated by fields.
Progress: add/change choices in the Progress Rating field.
For both forms you can add new fields.

Before proceeding with making changes you should:

  • already be familiar with the Goals and Progress feature by trying it out with the test client.

  • already be familiar with how to create / edit a form.

 

Steps to Edit Goals or Progress forms.

  1. Click on your name in the upper right hand corner of your ShareVision site.

  2. On the menu that appears, select Site Administration.

  3. The Site Administration Home page will be displayed. Select Forms under Site Content.
    The page loads existing forms grouped by ShareVision Forms and User Forms.
    Locate the Goals form under ShareVision Forms. Click on the 3 dots to open the menu, click Edit Form.

  4. Mouse over the field Goal Type to access the edit button.

  5. In the options section:
    click into an option cell to edit an existing option
    click the X next to an option to remove an option
    click Add Option to add a new option
    reorder options by dragging and dropping.
    (The same steps can be done to edit the Initiated by field.)

  6. Add a new field by dragging a field from field types offered.
    Adjust the new field as learned in creating a new form Knowledge Base article.

  7. Continue adding fields as desired.

  8. Reorder field by dragging them into position.

  9. Click Save when done.

 

Editing Goal Progress Form

Follow the same steps as above except:

  • Select the Goal Progress Form

  • Edit Progress Rating field

  • Add fields as desired

  • Click Save when done.

 

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