Individual Goals and Progress

Overview

The Individual Goals and Progress page tracks defined goals and progress notes against each goal.

Data from this page is used in generating Individual, Program and Agency (site-wide) statistical reporting.

Requirements/Dependencies

• The Individual Goals and Progress page is a proprietary ShareVision page and can be hidden by a Site Administrator if required.
• To create/edit goals users will need to have permissions granted to them to access Individuals and the ability to perform required actions on either/or the Individual Goals and Individual Goals Progress forms (lists).

The Goals and Progress page has two parts;

1. Active/Inactive Goals:
   1. Click/tap a radio button to filter the goals to that status. The page can filter which goals are current and/or which goals are completed or discontinued. A date value in the Goal form 'Completed Date' or 'Discontinued Date' fields will system 'mark' the goal as 'inactive'.
2. Individual Goals:
   1. Click/tap the row of a Goal to filter the Goal Progress notes in the section (page part) below.
   2. Click/tap the Goal Title link to open and view that goal form.
3. Individual Goals Progress:
   1. Click/tap the row of a progress note to view the full form.

How-to

Add A Goal for An Individual

1. Click/tap 'Add Goal'.
2. Complete form - do not add 'Completed Date' or 'Discontinued Date'
3. Click/tap 'Save'

Add a Goal Progress Note for an Individual

1. Click/tap row of Goal in 'Individuals Goals' top section (page part) to select goal-in-focus.
2. 'Goal Progress' section will display the selected goal-in-focus title and filter any previously recorded progress notes against that goal.
3. Click/tap 'Add Goal Progress'.
4. Complete form.
5. Click/tap 'Save'
6. You will return to the Individual Goals and Progress page with the goal-in-focus you previously chose selected.

Delete a Goal

1. Click/Tap the Goal you wish to delete.
2. If you are a permitted user you will see the 'Delete' button on the Goal form.
3. When deleting a goal you will be asked if you want to delete any associated goal progress  items. Select your choice.

See Also