Goal Templates

This page guides you in creating and managing goal templates.

These are the topics on this page:

Introduction

As you know NDIS is outcomes based, which makes it important to track progress during each shift. Using our goal management functionality, you are able to seamlessly record goal progress and report on these using an easy to ready consolidated report.

Goal templates allow you to specify all the tasks the client must complete to achieve their goals. Goal templates allow you to specify all the tasks the client must complete to achieve their goals.

Navigating Goal Templates

Click to expand and review the fields that comprises the goal template form

Name: This field is used to input the particulars of the Goal that the client would like to achieve.
Goal Task: This is a grid structure that enlists the tasks associated with the goal. You can create task record using + button.
Goal Task Name: This field is used to input the particulars of the goal subtask that are associated with the main goal.
Goal: This is a auto generated field. It specifies the name of goal against which subtask is creating.

Creating Goal Templates

To create goal template record, observe below steps:

Select the Administration>11. Goal Template menu to open Goal Template List page within the browser.
Select the New button to open a Goal Template page.
Within the name field input the description of the goal template record that will be used to identify the template record.
Save the record using Save button, to add the related task records related to the goals.
Click on + button within the goal task section to create goal tasks related to the goal record.
You will get navigated to New Goal Task Record form. Within the Name field input the name of the task.
Click on Save button to save the goal task.
Click on Close button to get back on Goal record.
You can add multiple goal tasks against one goal. Repeat step 5-8 to link multiple goal tasks.
Click on Close button to get back to the Goals listing screen.

Editing Goal Templates

To edit a goal template record observe the following steps

Select the Administration>11. Goal Template menu to open Goal Template List page within the browser.
Search for the Goal Template record within the Goal Template list.
Highlight the Goal Template record to be edited.
Either click on the edit button or double click on the Goal Template record to open it within the Goal Template page.
Edit the goal template record. You can change the name of the goal.
Double click on the goal task to be edited. Update the task name.
Click Save button to save the changes on goal task form.
Click Close button to get back on the goals record form.
Click Save button to save the goal record.
Click Close button to get back on goal listing page.

Deleting Goal Templates

To delete goal templates, observe below steps:

Select the Administration>11. Goal Template menu to open Goal Template List page within the browser.
Search for the Goal Template record within the Goal Template list.
Highlight the Goal Template record to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button to confirm the deletion of the selected record. Record listing will refresh.

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.

Navigate to the client record for which you need to add the goal template.
From the client goals section, click on + button to add goal record against the client.
Within the goals field, select the goal template that you want to link with client record.
Add necessary details. Click Save button.