Viewing a Goals Record

  1. Select Services from Global Navigation. Select Appraisal from Local Navigation.

  2. Select Goals from Task Navigation. The Goals List page displays.

  3. Select the consumer’s name from the Display by Name drop-down menu and click the View button to view records for a specific individual. The Goal List page displays.

  4. Click the Description hyperlink to view a more detailed description of the action steps for a particular goal. The Goal Detail page displays.

  5. Click the Close button. The Goals List page displays.