The goals section within the participant record is useful for recording individual goals, including the dates the goals are set and completed.
Click the People tab in your lefthand navigation menu.
Open the List of Participants
Locate the participant in your List of Participants
There are several tools to navigate your list of participants.
You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria.
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
Click the pencil icon to open the participant’s record.
Navigate to the Goals tab of the participant’s record.
Any existing goals for the participant will be listed in the Goals table.
To edit an existing goal, click the pencil icon; a common reason to edit a goal is to add a completion date.
To delete a goal, click the trash can icon. Follow the prompts to confirm deletion.
To add a goal, click Add Goal +
First, fill out the date the new goal was established and the details of the goal.
Then, determine who has access to view the goal.
In the Share section, choose if users at any site in the Institution/District can access the note or if only users associated with the site the student is enrolled in can access the note. Click the radio button to the left of the appropriate access setting.
Any item marked with a red asterisk is a required field. The form can only be submitted once all required fields have content. Click Save Goal to add the goal record to the participant's list of goals.