Goals/Achievements

Allows for an unlimited number of Goals and Achievements to be recorded per client. 

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Main Menu > Clients > Goals/Achievements

Applies To:    Enterprise   

Details 

• Goal:  Goal name pulled from user-defined Goals select list.  Required field. If you desire to record an achievement but without a goal, create a goal called "Achievement without goal" and assign the record that goal.

• Goal Category:  Category of goal pulled from user-defined Goal Category select list.  Required field.

• Date Set: Date Goal was set.

• Achievement: Achievement or outcome obtained pulled from user-defined Achievements select list.  Typically, this field would be updated after a client has met the goal.

• Date Met/Earned: Date the goal was met and/or the achievement obtained.

• Program Year: Program Year goal and/or achievement should be attributed to. Optional.

• End Date: If the goal has a time limit, this is the date the goal expires.  For example, some employment programs may have a 90 day limit after graduation to obtain a job for employment credit.

• Notes: Notes regarding achievement/goal.

• Sample Population:  If you are required to perform follow-up surveys and are allowed to survey a sample population rather than the entire population, check this box if this record is included in the sample population.

• Survey Date:  Date follow-up survey was performed or completed.