This page
...
These are the topics on this page:
Introduction
Navigating Goal Templates
Creating a Goal Templates
Editing a Goal Templates
Deleting a Goal Template
Adjust the activity status of a Goal Template
Introduction
...
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 | ||
|---|---|---|
| ||
The following is an outline of the fields that comprise the goal template page:
|
| Expand | ||
|---|---|---|
| ||
The following is an outline of the fields that comprise the goal task page:
|
Creating Goal Templates
To create a goal template record, observe the following steps:
Select the Administration> 11. Goal Template sub-menu to open the Goal List page.
Click on the
button to open the New 11. Goal Templates record page to create new goal template.
Within the name field input a description of the goal template.
Click the SAVE button to create the goal template record. This will enable the Goal Tasks datagrid.
To assign a task to the goal click the
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.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
...
Select the Administration> 11. Goal Template sub-menu to open the Goal List page.
...
Within the search field input the particulars of the Goal template
...
Click the SAVE button to update the Goal Template record.
...
Click the CLOSE button to exit the page and return to the Goal List page.
Deleting Goal Templates
To delete a goal template, observe the following steps:
Select the Administration> 11. Goal Template sub-menu to open the Goal List page.
Within the search field input the particulars of the Goal template.
Highlight the Goal Template record to be deleted.
Click the Delete Button in the ribbon bar.
Select the OK button to confirm the deletion of the selected record. Record listing will refresh..
Activate and Deactivate a Goal template record
To edit the activity status of a Goal template record observe the following steps:
...
Refer to steps 1-2 under the topic Edit a Goal template Record.
...
To deactivate the Interest record select the Deactivate button . Deactivating the record will set it to read-only.
...
To activate the Interest record select the Activate button.
...
outlines the elements that comprise the maintenance of Goal Templates.
Introduction to the Goal TemplatesNavigating the Goal Template recordCreating a Goal Template RecordEditing and Deleting a Goal Template Records