Allows for an unlimited number of Goals and Achievements to be recorded per client.
Navigation Menu
Main Menu > Clients > Goals/Achievements
Applies To: Enterprise
Details
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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.
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Goal Category: Category of goal pulled from user-defined Goal Category select list. Required field.
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Date Set: Date Goal was set.
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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.
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Date Met/Earned: Date the goal was met and/or the achievement obtained.
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Program Year: Program Year goal and/or achievement should be attributed to. Optional.
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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.
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Notes: Notes regarding achievement/goal.
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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.
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Survey Date: Date follow-up survey was performed or completed.