In order to add Goals, go to client List page from left-hand side navigation. Select the client you want to add goals to. Now select Goals from client drop down section.
Goal Dropdown menu will open.
- List : All the added goals can be viewed by clicking on "List"
- New Goal : Click "New Goal" in order to add new goals
Clicking on the new goal will take you to the below page. Fill the name of the goal and details in description. Add Commenced date as well. Hit Save once done
Now One goal is added. You can view added goal on below page.
- New Goal: You can click on in order to add new goals. You can add as many goals as you want.
- Edit : Click on edit if you want to make changes in the Goal title, description or commencing date. You can also write Achieved and closed date as well (Ig goals are met or closed)
- Show: Click on Show in order to add sub goals.
Staff can rate these goals from the app. You can see staff's rating from the rating column(as shown below). Coloured stars are the rating given by the staff for that particular goal.