Versions Compared

Old Version 3

changes.mady.by.user Stewart Neale

Saved on

compared with

New Version 4

changes.mady.by.user Stewart Neale

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This page guides you through the process of creating and maintaining goal templates.

These are the topics on this page:

  • Introduction

  • Navigating Goal Templates

  • Creating Goal Templates

  • Editing Goal Templates

  • Deleting Goal Templates

  • Accessing Goal Template

Introduction

Image RemovedImage Added

Goal Template records within Brevity are accessed through the Administration > 11. Goal Templates sub-menu. Goal templates allow you to list the tasks the client must work through to achieve their goals. Goal templates and applicable tasks once associated with a client are accessible through the Brevity Care Mobile application. The goal templates allow you to specify all the individual tasks the client must complete to achieve their stated goal. Goals can either be generic for all client or specific with the needs of an individual client. When registering client specific goals it is recommended that you include the particulars of the client in the goal name.

Additional Information

For additional information on managing goals refer to the Client Goals topic.

Navigating the Goal Templates and Tasks forms

Expand
titleClick to expand and preview the fields that comprises the goal template form

The following is an outline of the fields that comprise the goal template page:

  1. Goal Name label: This label identifies the name of the Goal.

  2. Save: This button is used to create as well as save updates to an existing record.

  3. Close: This button will close the Goal Template page.

  4. Name: This field is used to input the particulars of the Goal that the client would like to achieve.

  5. Goal Task: This is a grid structure that enlists the tasks associated with the goal.

  6. Add Goal Task: Selecting this icon provides access to the Goal Task page.

Expand
titleClick to expand and preview the fields that comprises the goal task form

The following is an outline of the fields that comprise the goal task page:

  1. Save: This button is used to create as well as save updates to an existing record.

  2. Close: This button will close the Goal Task page.

  3. Name: This field is used to input the particulars of the goal task that are associated with the goal.

  4. Goal: This is an auto generated field. It specifies the name of goal against which the task is being assigned.

Creating Goal Templates

To create a goal template record, observe the following steps:

  1. Select the Administration> 11. Goal Template sub-menu to open the Goal List page.

  2. Click on the (plus) button to open the New 11. Goal Templates record page to create new goal template.

  3. Within the name field input a description of the goal template.

  4. Click the SAVE button to create the goal template record. This will enable the Goal Tasks datagrid.

  5. To assign a task to the goal click the (plus) button located above the Goal tasks data grid to open the New Goal Task record page. Within the name field input a description of the goal task. Click the SAVE button to create the goal template record, followed by clicking the the CLOSE button to exit the page and return to the Goal Template page. Goal Tasks data grid updated. Repeat this step for additional goal tasks.

  6. Click the CLOSE button to exit the page and return to the Goal List page.

Editing Goal Templates

To edit a goal template record observe the following steps

  1. Select the Administration> 11. Goal Template sub-menu to open the Goal List page.

  2. Within the search field input the name particulars of the Goal template record.Search for the Goal Template record within the Goal Template list.

    Image Added

  3. Highlight the Goal Template record that is to be edited .Either and either click on the edit button or double-click on the Goal record. Edits undertaken against the Goal Template record to open it within include:

    ✴ Adjustment to the Goal Template pagename.
    Edit ✴ Inclusion or the goal template record. You can change the name of the goal.

    Image Removed

  4. Double click on the goal task to be edited. Update the task name.

    Image Removed

  5. Click Save button to save the changes on goal task form.

    Image Removed

  6. Click Close button to get back on the goals record form.

  7. Click Save button to save the goal record.

  8. Click Close button to get back on goal listing removal of goal tasks. To assign additional tasks select the (plus) Add record icon button to register a new task through the New Goal Task record page. To remove a task select the (blue star) Delete Record icon located to the right of the task.
    ✴ Adjustment to the Goal Template Task name. Double click the task name listed within the datagrid to open the Edit Goal Task record page, apply your revisions, save the record and click CLOSE.

  9. Click the SAVE button to update the Goal Template record.

  10. Click the CLOSE button to exit the page and return to the Goal List page.

Deleting Goal Templates

To delete a goal templatestemplate, observe below the following steps:

  1. Select the Administration>11Administration> 11. Goal Template sub-menu to open the Goal Template List page within the browser.

  2. Search for the Goal Template record within the Goal Template list.

  3. Within the search field input the particulars of the Goal template.

    Image Added

  4. Highlight the Goal Template record to be deleted.

  5. Select Click the " Delete Button " in the upper right portion of the window.

    Image Removed

    ribbon bar.

  6. Select the OK button to confirm the deletion of the selected record. Record listing will refresh..

    Image Removed Image Added

Activate and Deactivate a Goal template record

To edit the activity status of a Goal template record observe the following steps:

  1. Refer to steps 1-2 under the topic Edit a Goal template Record.

  2. To deactivate the Interest record select the Deactivate button . Deactivating the record will set it to read-only.

  3. To activate the Interest record select the Activate button.

  4. Click the CLOSE button to exit the page and return to the Goal List page.

Accessing Goal Templates

You can access the created goal templates while creating client goal record. You can add the created goal templates against the client record.

  1. Navigate to the client record for which you need to add the goal template.

  2. From the client goals section, click on + button to add goal record against the client.

  3. Within the goals field, select the goal template that you want to link with client record.

  4. Add necessary details. Click Save button.