The Achievements feature is used to identify the outcomes of Client Goals. Achievements provide a structured way to track, categorize, and report client progress and accomplishments.
Navigation
Main Menu → Selects → A-D → Achievements
Applies To: Enterprise
Field Details
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Achievement Name:
- Each Achievement Name must be unique (Required field).
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Achievement Code:
- Optional field used for reporting consistency.
- Helps standardize specific outcomes even if Achievement Names vary in spelling or wording.
- Often used in reports that require specific coded outcomes for accurate tracking and analysis.
Conclusion
The Achievements feature helps users effectively track and categorize client goal outcomes while ensuring consistent reporting through Achievement Codes.
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