Careview Client Profile - Create Goals

Create a Client Goal on the Client Profile

Alert
When you’ve created a goal for a client, you must add at least one Strategy to show how the goal will be achieved. You can also add one or more Actions and one or more Supports.


Use the following steps to create a client goal for your client.

1.           Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).


2.           Click Client Goals.




3.           The Client Goals table displays. Click New.




4.           The Create Client Goal screen displays.  Complete this screen as follows:
  1. In the Goal field, type the client’s goal.
  2. In the Goal Type field, select whether the goal is Short Term, or Medium or Long Term.
  3. Select the Service Contract to which the goal applies.
Notes
The Start Date of the Service Contract is used to calculate the Time Elapsed for the Goal. The Status and Percent Complete fields automatically adjust, based on the completion of the related Strategies.



5.      To add a Strategy to this goal, click + Add Strategy.



6.       The following screen displays for you to enter the Strategy information.  Complete this screen as follows:

  1. In the Strategy field, type the strategy for achieving the goal.
  2. In the Strategy Weighting field, select the weighting for the strategy if applicable.
Notes
If you choose to enter a Strategy Weighting and there is only one strategy for the goal, the weighting must be 100. If there are multiple strategies applied to the goal, the weighting for all must add up to 100.
  1. In the Notes field, type any relevant notes about the strategy.
  2. In the Action field, type the first action to be taken to achieve the goal. Select a Target Date from the calendar, then select a Status from the list.
Notes
Actions support the execution of the Strategy. You can add as many Actions as required to a Strategy and each Action will have a Target Date and Status. When all Actions are updated as Completed, the Strategy is considered as being achieved and if you add a Strategy Weighting value, it will be added to the Goal Percent Complete.



7.        Click Save when you’ve finished adding Strategies and Actions to the goal.


8.           The goal is now added to the Client Profile.