This article will present two locations for you to view whether your client has program or service-related goals.
The goals can be viewed in either of the following 2 locations in imPowr:
- Account Goals
- Goals on the Client Profile
Account Goals
Access Account Goals by clicking on Goals in Client Events in the
Engagement Menu.
- Make sure the Related Activities and Related Programs boxes are checked.
- Refresh the screen.
2 new columns will be displayed: Activities and Programs.
- The goals with related programs will have an entry under** Programs**; the goals with related services will have an entry listed under Activities.
- View the goal details by clicking on the ID number for the goal.
The goal details will display, including the barriers and past efforts.
- Select the Related Services tab and click on the ID.
- The Service-Related Goals are displayed in the Goal Traceability tab:
Client Profile Goals
Access the Client by clicking on Clients in the People section of the
Engagement menu.
- Select your client by clicking on the ID to the left of their name.
- When the Client Profile opens, click on the Goals button in the Account Activity panel on the right-hand side of the screen.
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Make sure the Related Activities and Related Programs boxes are checked.
- Refresh the screen if needed, to display 2 new columns: Activities and Programs.
- The goals with related programs will have an entry under** Programs**; the goals with related services will have an entry listed under Activities.
- View the goal details by clicking on the ID number for the goal.
The goal details will display, including the barriers and past efforts.
- Select the Related Services tab and click on the ID.
- The Service-Related Goals are displayed in the Goal Traceability tab:
