Create & Edit Goals

This page guides you through the process of creating and managing goals within the Brevity Self -Service portal.

These are the topics on this page

Creating a Goal

To create a goal through Brevity Self Portal observe the following steps:

From the client page, select the client against which the Goal(s) will be registered.
Select the Goals link on the Client Details page to open the Create Goal form.
Within the Title field input a description of the Goal.
Within the Description field input a narrative of the goal that is to be undertaken.
Accept or update the date listed within the Start Date field.
Accept or update the date listed within the End Date field.
Within the Client/Family Responsibilities field key in a narrative of the responsibilities to be undertaken Client/Family in achieving the goal.
Within the Organisation Responsibilities field key in a narrative of the responsibilities to be undertaken by the support organisation.
Within the Other Stakeholders Responsibilities field key in a narrative of the responsibilities to be undertaken that will assist the client in achieving the goal.
Select the Create Goal button, This will save the goal record and update the goal panel.

To create a goal through Brevity Self Portal observe the following steps:

From the client page, select the client against which the Goal(s) will be registered.
Select the update icon opposite the goal listed in the goal chart that is to be updated to open the Update Goal form.
From the Update Goal form select the View Task button to open the Goal Tasks screen.
Select the Create Task button to open the Create Goal Tasks form.
Within the Title field input a description of the task.
Input the Display Order.
Select the Create Task button
Close the Goal Tasks form.
Close the Update Goal form.

To edit a goal through Brevity Self Portal observe the following steps:

From the client page, select the client against which the Goal(s) will be registered.
Select the goal that is to be edited.
Update the applicable fields within the Update Goal form.
Select the Update Goal button to apply your changes.

Please note to view a goal tasks, click the task to display a popup screen.