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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

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

 Click 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.

 Click 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 goal template record, observe below steps:

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

  2. Select the New button to open a Goal Template page.

  3. Within the name field input the description of the goal template record that will be used to identify the template record.

  4. Save the record using Save button, to add the related task records related to the goals.

  5. Click on + button within the goal task section to create goal tasks related to the goal record.

  6. You will get navigated to New Goal Task Record form. Within the Name field input the name of the task.

  7. Click on Save button to save the goal task.

  8. Click on Close button to get back on Goal record.

  9. You can add multiple goal tasks against one goal. Repeat step 5-8 to link multiple goal tasks.

  10. 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

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

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

  3. Highlight the Goal Template record to be edited.

  4. Either click on the edit button or double click on the Goal Template record to open it within the Goal Template page.

  5. Edit the goal template record. You can change the name of the goal.

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

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

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

  9. Click Save button to save the goal record.

  10. Click Close button to get back on goal listing page.

Deleting Goal Templates

To delete goal templates, observe below steps:

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

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

  3. Highlight the Goal Template record to be deleted.

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

  5. 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.

  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.

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