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In this guide, we will outline the process of setting up goals in progress within a person's chart.
- Access the Goals Section
Begin by navigating to the "more" dropdown menu in the person's chart. From there, select "goals in progress." - Review Existing Goals
You will see any existing goals, such as "healthy living," along with a brief description. - Create a New Goal
To add a new goal, click on the "new" option. A dropdown menu will appear, displaying various goals to choose from. - Select a Goal
Browse through the available goals and select one that fits your needs. - Set the Start Date
Enter the start date for the new goal. Ensure that it is assigned to the correct person's chart. - Define Progress Steps
Input the specific actions or steps you plan to take to progress on this goal. - Check Completion Status
Determine whether the goal has been completed. In this case, it has not been completed as work is still ongoing. - Save the Goal
Finally, save the newly added goal to the goals in progress section.
By following these steps, you can effectively set up and manage goals in progress within a person's chart.