Editing and managing goals

This help article will show you how to edit goals, change a goal's status and view the history of changes to a goal.

Editing a goal

There are two ways to edit a goal:

1. Editing from the Goal Set tab
2. Editing from the View Data tab

1. Editing from the Goals tab

To edit from the Goal Set tab:

1. Select the relevant client under Clients
2. Select and open the Goal Set containing the goal you want to edit
3. Select the Edit Icon (cog) beside the goal on the right hand side
4. Click the Edit Icon (pencil) beside the field you want to edit (or Add Step at the bottom of the screen if you want to add a step to the goal)
5. Click the Save button

2. Editing from the View Data tab

To edit from the View Data tab:

1. Select the relevant client under Clients
2. Select View Data and choose the Goal Set containing the goal you want to edit
3. Select the Edit Icon (cog) beside the goal on the right hand side
4. Click the Edit Icon (pencil) beside the field you want to edit (or Add Step at the bottom of the screen if you want to add a step to the goal)
5. Click the Save button

This video shows how to edit a goal using both of these methods:

Deleting a goal

To delete a goal:

1. Open up Editing for the goal by clicking the Edit Icon
2. Click the Delete Icon (bin)

Viewing a goal's history

You can see a goal's history, including an edits made to the goal and who made each edit, by opening the goal edit window and looking at the History pane on the right-hand side.

Goal Status: what each status means

Every goal can be assigned a status from one of four different options:

• Draft: The goal is in the drafting stage. When a goal is set to 'Draft' it is not visible on the mobile/tablet app until the status is changed to Active.
• Active: The goal is currently active and visible on the mobile/tablet app, allowing data to be collected on the goal. By default goals are set to Active when first created.
• Completed: The goal has been completed in the current goal cycle. It will be visible in the mobile/tablet app and data can be collected on the goal.
• Not Achieved: The goal was not completed within the goal set cycle (e.g., the child only reached teaching step 3 out of 5 for the goal). It will be visible in the mobile/tablet app under the Goals tab, but data cannot be collected on the goal.

Starring a goal

The 'star' feature allows you to mark goals for any purpose. You can use these flexibly to support your own clinic's workflows e.g.:

• Highlighting high-priority goals for therapists to focus on in the program
• Marking goals which have not had enough data in the last few sessions
• Noting goals that need to be looked at and adjusted in the next program review

You can star or unstar a goal in the web application, or in the mobile/tablet app.

1. Starring a goal in the web application

To star or unstar a goal in the web application just click on the Star Icon for that goal in the View Data tab.

2. Starring a goal in the mobile/tablet app

To star or unstar a goal in the mobile/tablet app just tap on the Star Icon for that goal in the Goals tab.