Goals are used to track and categorize client objectives. They help organizations manage, report, and assess client progress in alignment with specific programs. This document provides an overview of goals, their categorization, and how they are structured for reporting purposes.
Navigation
Main Menu → Selects → E-M → Goals
Applies To: Enterprise, Plus, Basic
Field Details
- Goal: Name of the goal. This is a required field.
-
Goal Code: An optional field used for reporting consistency. This ensures that goals are standardized across different records, even if their names vary.
- Example: Many NRS reports require predefined goal codes for reporting purposes. This field allows users to match goals with reporting requirements while maintaining flexibility in naming conventions.
Goal Categories
Goals can be grouped into specific categories to enhance organization and reporting.
Field Details
- Category: Name of the goal category. This is a required field.
Key Notes
- Goal names must be unique and should follow a structured naming convention to ensure consistency across records.
- Using the Goal Code field is recommended for organizations that need to align goals with standardized reporting formats.
Conclusion
Goals play a crucial role in tracking client progress and facilitating structured reporting. Proper categorization and coding help maintain consistency and accuracy across different programs. For further assistance, refer to related articles or contact support.