Track goal progress and achievement

This article explains how to track the progress and achievement of goals against a goal achievement plan.

Once you've added some goals and outcomes to your client's plan, you can track and monitor their progress. The system helps you to:

• add progress, and
• show when goals are achieved.

To get to a client's goal achievement plan:

1. Navigate to the client's contact record under the Contacts tab.
2. Click on the Plans tab. You might need to use the More drop-down list at the end of the row of tabs.
3. Scroll down to the Goal Achievement Plans section.
4. Click on the name of the plan.

5. This will open the goal achievement plan record. If it's not already open, click on the Goals and Outcomes tab.
6. The Goal and Outcome Tracking graph should show the current progress of the client's goals. You can refresh the graph by clicking on the refresh button.

Add progress

To add progress to the goal achievement plan record:

1. Scroll down to the Goals and Outcomes section and locate the record you need to update.
2. Click on the drop-down arrow at the end of the row and select Edit.

3. Scroll down to the Outcome Tracking section. You can set the client's current outcome level by clicking on the Current Outcome drop-down list and updating the number.

4. Then scroll down to the step that the client has completed. Click in the Date Completed field and set the date that the client completed this step.
5. Once you've added dates to all of the completed steps, click on the Save button.

6. If you changed the current outcome, this should be reflected in the graph. You might need to refresh the graph to see this change.

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Show a goal achievement

As your client achieves their goals, you can set them to achieved. To finalise the achievement of a goal:

1. Navigate to the goal achievement plan using the steps described above.
2. Scroll down to the Goals and Outcomes section and locate the record you need to update.
3. Click on the drop-down arrow at the end of the row and select Edit.

4. Make any progress updates using the steps provided above. You may need to update the current outcome level and completion dates of any outstanding steps before setting the goal to achieved.
5. Scroll to the Goal Achievement Information section.
6. Put a tick in the Goal Achieved checkbox.
7. Add any notes that will support the achievement to the Achievement Comments free text field.
8. Click on the Save button.

9. The goal will now appear with a tick in the Goal Achieved checkbox on your Goals and Outcomes list.

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