To start viewing or making changes to Goals, you first need to navigate to the relevant Learners record. Once there, click on the Goals option on the right hand side.
TABLE OF CONTENTS
- Viewing/Editing Long Term Goals
- Archiving a Long Term Goal
- Un-achieving a Long Term Goal
- Removing a Long Term Goal
- Adding additional Medium Term Goals
- Editing a Medium Term Goal
- Other Additional Options
Viewing/Editing Long Term Goals
First locate the Long Term Goal you wish to look at. You can use the toggles/options on the left hand side to help you filter the displayed list.
Info: You can also view any achieved targets from this screen using the toggle filters on the left hand side. Simply click on the toggle Show Achieved Targets and any achieved targets will appear as bullet points underneath the Medium Term Goal they are attached to.
Once located, click on the text/label of the Goal itself and you will be taken to a view for the Goals detail. This is broken down into the following areas/options:
| Area | Description |
|---|---|
| Scoring | This panel displays a chart based on the Baseline, Predicted and Actual score. As the Actual Score gets changed over time this chart will display the history accordingly. |
| Destination Link | This panel displays and allows you to add any Destinations for the Learner that are related to this Long Term Goal. |
| Details | This panel displays the Goals own properties. |
| Medium Term Goals | This panel displays the Medium Term Goals that apply to the selected Long Term Goal. |
| Long Term Goal Actions | A dropdown menu giving you further options and actions for this Goal. |
If you are just making changes to the general details of the Goal, you can use the Details panel accordingly and click the blue Save button when finished.
Archiving a Long Term Goal
Once you have selected the relevant Goal, click on the Long Term Goal Actions and select Archive Long Term Goal. You will be asked to specify the reason you are archiving the Goal. Click the blue Save Achievement button to confirm.
Un-achieving a Long Term Goal
If you achieved a Goal by mistake, select the relevant Goal, click on the Long Term Goal Actions and click to Un-achieve Long Term Goal.
Removing a Long Term Goal
First you will need to Archive the Long Term Goal as described above. Once done, you will have the option under Long Term Goal Actions to Delete Long Term Goal.
Adding additional Medium Term Goals
Once you have selected the relevant Goal, click on the Long Term Goal Actions and select Add Medium Term Goal. Select a Goal or choose (Custom) and the modal for editing Medium Term Goals will appear for you to enter/change the rest of its properties.
Click the blue Save Medium Term Goal button to confirm.
Editing a Medium Term Goal
You can select to edit a Medium Term Goal either directly in the list view or after clicking on a Long Term Goal. Click on the pencil icon next to the Goal and select from the relevant option:
| Option | Description |
|---|---|
| Edit Medium Term Goal | Displays a modal for you to change the properties of the Goal. |
| Achieve Medium Term Goal | Allows you to mark the Goal as Achieved. |
| Archive Medium Term Goal | Allows you to Archive the Goal. |
| Transfer Medium Term Goal | If you mistakenly added a Medium Term Goal to the wrong Long Term Goal you can use this option to transfer it to another Long Term Goal. |
Manage Tags | As per with Targets, you can assign Tags to the Goal to categorise it further. |
Other Additional Options
As well as the features listed above you can also do the following on the Goals screen:
| Option | Description |
|---|---|
Showing Multiple Learners | Click on Options and select Show Learner. You can then select another Learner to display, and switch between them using the relevant pill buttons with their names on the left. |
| Goals Report | Click on Options to produce a PDF of the list of Goals for the Learner. |
| Goals by Category | Click on Options to produce a Word document of the list of Goals split into each Long Term Goal Category that applies. |
| EHCP Outcomes | The EHCP Outcomes area can be used to add the full list of Outcomes from an EHCP including sub-outcomes if any are listed. You can add these via the Options menu. Because these can be quite lengthy, it is common to add the full list from an EHCP to here, then contextualise the Outcomes for better visuals/reporting within Databridge within the Goals. |
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