How do I add Account Goals for Clients

Process for Adding New Account Goals

Overview

When creating goals for clients, users can enter any goal they want. That has worked well, but over time we identified a few ways that could be improved:

1. Certain goals come up over and over. Having a library to copy from would improve consistency and save on typing.
2. Some users need to track certain specific types of goals and tie those back to metrics that are used for State or National reporting.

Some changes have been made to address how goals are entered to accommodate all of those needs.

Entering a Goal

Open the account profile

To enter a goal for an individual, go their account profile page.

Click “Goals”

The client’s goals appear. Notice the “Add” button on the upper right.

A pop-up will display

Upon clicking “Add”, a popup appears with 3 choices.

Pick an option by clicking “Create”

If you choose “Custom Goal” everything will work as it always has and you will be able to enter any goal.

• If it is a common goal, you may find it in the library.
• If you are linking goals to Metrics – you will get the metric library list.

Customizing the Library

The library is editable on the system Configuration page. You can add or remove categories, and add or remove items. A default library has been provided but the intent is that you will customize the library to meet your organizational needs.

Customizing the Metrics

The metrics are editable in the Metric library available on the main menu for authorized users. You can add or remove categories, and add or remove items. A default library has been provided but the intent is that you will customize the library to meet your organizational needs.