This article explains how to record and manage an unlimited number of goals and achievements for a client. By the end of this guide, you will understand how to navigate the Goals/Achievements section and accurately input data for tracking client progress.
Navigation:
Main Menu → Clients → Goals/Achievements
Applies To: Enterprise
Overview
The Goals and Achievements feature allows users to:
- Record client goals and track their progress.
- Update achievements once goals are met.
- Attribute goals and achievements to program years and categories.
Field Details
- Goal: Goal name pulled from the user-defined Goals select list. Required field. If you want to record an achievement without a goal, create a goal called "Achievement without goal" and assign the record to that goal.
- Goal Category: Category of the goal pulled from the user-defined Goal Category select list. Required field.
- Date Set: Date the goal was established.
- Achievement: Achievement or outcome obtained, pulled from the user-defined Achievements select list. Typically 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 the goal and/or achievement should be attributed to. Optional.
- End Date: If the goal has a time limit, this is the expiration date. For example, some employment programs may have a 90-day limit after graduation to obtain a job for employment credit.
- Notes: Notes regarding the achievement or goal.
- Sample Population: If follow-up surveys are required and you are allowed to survey a sample population, check this box if the record is included in the sample population.
- Survey Date: Date the follow-up survey was performed or completed.
Key Notes
- Ensure Goal and Goal Category fields are completed to track progress accurately.
- Update the Achievement field once a goal is met to reflect outcomes.
- Use the End Date field to define time-limited goals, especially for programs with specific deadlines.
Conclusion:
By following this guide, users can effectively track and manage client goals and achievements. For further assistance, refer to related articles or contact support.