Setting up Goal Cache

1. The Goal Cache is used for creating readily available Long and Medium Term goals that can be quickly assigned to Students in the future. These can also be sorted into different categories that the goals relate to.

First, go to Administration > Standard Values. Within the Student Values box, click on Long and Medium Term Goals. 

2. This will open a window that is split into two sections:

• Basic - This is for creating Goals that are not assigned to a Category, (See Step 3).
• Categories - This is for creating Goals that are assigned to a Category, and creating those Categories, started from Step 7.

3. Adding Goals without Categories is done via the Basic tab. First click New Long Term Goal, enter the description for the goal within the textbox and press Save.

4. This newly created Long Term Goal now displays in the list as per the screenshot below. To add a Medium Term Goal to this, click New Medium Term Goal.

5. Select the relevant Long Term Goal from the Long Term Goal Dropdown Menu, and enter the description for the goal within the Medium Term Goal Textbox and press Save. By assigning this Medium Term Goal to a specific Long Term Goal, when you select the Long Term Goal to apply to a student, the attached medium term goal will appear as an option.

6. Clicking the Plus Icon next to a Long Term Goal will display the Medium Term Goals attached to it. Clicking the Notepad Icon next to either Type of Goal will allow you to edit / remove it. 

7. Adding Goals within Categories is done within the Categories Tab. First, click the Categories tab across the top. To create a new category, click New LTG Category. 

8. Fill in the details within the box that opens up:

• Type the name of the Category within the Category Textbox
• The Number of Goals Allowed is used to specify the maximum number of Long Term Goals that can be added to a Learner for this specific category.
• Use the Allow Custom Goals checkbox to specify whether users can create Custom Goals within this Category. 

Once the boxes are filled in, press Save. 

9. This Category will now appear in the list. Clicking a Category will show any Long and Medium Term goals that are related to it. You can click the Pencil Icon to edit or delete categories, or the Arrow Icons to change the order they appear in the list.

10. Now that the Category has been selected (The currently selected Category will have blue text), click New Long Term Goal. Enter the description for the goal within the textbox, choose a maximum number of Medium Term Goals that can be linked to it and press Save.

11. To add a Medium Term Goal, click New Medium Term Goal, enter the description for the goal within the textbox, and press Save. These goals will now be readily available when you are saving goals to a student's record.