Applies To Version(s): 4

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;

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'.
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.
Individual Goals Progress:
1. Click/tap the row of a progress note to view the full form.

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

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