Goal Templates

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 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. Goal templates and applicable tasks once associated with a client are accessible through the Brevity Care Mobile application.

Additional Information

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

Navigating the Goal Templates and Tasks forms

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 the button to open a blank Goal Templates record page.

   

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 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 particulars of the Goal template

   

3. Highlight the Goal record that is to be edited and either click on the edit button or double-click on the Goal record. Edits undertaken against the Goal record include:
   
   ✴ Adjustment to the Goal Template name.
   ✴ Inclusion or the removal of goal tasks. To assign additional tasks select the Add record icon button to register a new task through the New Goal Task record page. To remove a task select the 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.
   

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

5. 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:

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

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

   

3. Highlight the Goal Template record to be deleted.

4. Click the Delete Button in the ribbon bar.

5. 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:

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.