Goal/Objective Library - Designing New Goals

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1. Go to Setup 🡪 Goal/Objective Library.
2. Select the Goals Tab.
3. Title- Enter a title for the Goal.
4. Category- Select a category for the Goal.
   • Options available for this drop down are setup in Lookup Manager 🡪 Goal Category.
5. Goal- Enter a description of the Goal.
6. Share- Select who can use this Goal when completing the Treatment Plan.
   • Personal- When selected, only the user who created the Goal can use it.
   • Common- When selected, anyone who is completing a Treatment Plan can use the Goal.
7. Save- Click Save to create the Goal.
   • The Goal will now appear in the Title Search field and the Treatment Plan.
8. Repeat these steps for each Goal you wish to create.
   
   

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