Adding a Goals Record

1. Select Services from Global Navigation. Select Appraisal from Local Navigation. Select Goals from Task Navigation. The Goals List page displays.

2. Click the Add Goal button. The Goals Detail page displays.

3. Select the consumer’s Name from the drop-down menu.

4. Select a Type from the drop-down menu.

5. Enter a short description of the goal in the Description field

   Example: Long Term Goals: Obtain GED, Get a job, Move to a better place, Complete Skill Training; Short Term Goals: Find childcare, Enroll in class, Provide transportation, Obtain an estimate for car repairs, Maintain daily attendance

6. Enter the Expected Begin Date using the <mm/dd/yyyy> or the calendar icon.

7. In the Action Steps Description field, enter a short description of the actions being taken by the consumer or agency to achieve the goal.

   Example: Agency will provide clothing allowance, Complete 10 Job Search contacts, Community Service, Attend classes, Maintain a “C” average, Agency will provide transportation allowance, Work Experience for 2 months

8. Enter the Expected Begin Date using the <mm/dd/yyyy> or the calendar icon.

9. Click the Add button to add additional entries. Otherwise, click the Save and Return button. The Goals List page displays.