All goals will be linked to a Problem Statement that was created in the Assessment module. Use the instructions below to add a goal to a specific Problem Statement:
1. Click Planning from the main menu.
2. Click Goals from the submenu.
3. Click Add Goal to the right of the appropriate Problem Statement.
4.
To enter an increase/decrease
based Goal, click on the 
tab to display
the Goal Builder Utility.
a. Enter the Start Date* of this Goal as mm/dd/yyyy.
b. Enter the Complete By Date* as mm/dd/yyyy.
c. Choose either Increase or Decrease from the Verb* dropdown list.
d. Enter the Indicator*.
e. Enter the Target Group*.
f. Insert values for baseline and desired outcome in the Range From* and To* fields.
g. Select Percent, Mean, or Total.
h. If the baseline value is an estimate, place your cursor over the box and left click your mouse to place a checkmark in the box.
*Note: Actual baseline values will need to be reported in the evaluation module.
5.
To enter all
other types of Goals, click on the 
tab.
a. Enter the Start Date* of this Goal as mm/dd/yyyy.
b. Enter the Complete By Date* as mm/dd/yyyy.
c. Type in the Goal.
6. Enter the Measurement Indicator(s) to Be Used to evaluate this goal.
7. Enter the Measurement Tool(s) to Be Used to evaluate this goal.
8. Enter the Responsible Party.
9. If applicable, enter any additional information regarding this goal in the Notes field.
10. Click Save. If you do not want to save any changes, click Cancel.
Editing a Goal
1. Click Planning from the main menu.
2. Click Goals from the submenu.
3.
From the Listing
page, click on the 
next to the appropriate Problem
Statement to view all of the Goals associated with that Problem Statement.
*Note: Once the goals
are in view, the becomes
a 
.
4. Click on the goal link (e.g., 1.1) to open the goal that you wish to edit.
5. The goal will appear in the edit mode.
6. Make any changes needed to the form.
7. Click Save. If you do not want to save any changes, click Cancel.
|
Tips · You will not be able to edit a Goal once services/activities have been reported for any objective linked to it. |
1. Click Planning from the main menu.
2. Click Goals from the submenu.
3.
From the Listing
page, click on the 
next to the appropriate Problem
Statement to view all of the Goals associated with that Problem Statement.
4. Click on the goal link to open that goal that you wish to delete.
5. The goal will appear in the edit mode.
6. Click Delete from the left toolbar.
7. Click OK when asked “Are you sure?”. If you do not want to delete this item, click Cancel.
|
Tips · You will not be able to delete a Goal if it is linked to an Objective. |