Check out our Goal Plan Administration On-Demand Video Series.
This article will discuss how to edit existing Goal Plan Templates, Categories, and Steps.
To edit an existing Goal Plan Template, Category, or Step, start by going to the Goal Plan Templates page via the Application Catalog. Once there, you can select the Goal Plan Template you would like to Edit by clicking ‘View’.
On the next page, click the “Edit this Goal Plan Template” link in the left hand sidebar.
Make any desired updates on the next screen, and either click ‘Save and Add New Goal Template’ to save and create a brand new template, or click ‘Save and View’ to save and review the template you just edited.
To edit an existing Category on a template, click the ‘Manage Goal Categories’ link in the left hand sidebar.
Add or remove any Goal Categories as needed and click Save.
To Edit the Steps within an existing Goal Plan Template, Click ‘View’ next to the Category in the Goal Templates listview.
On the next screen, you can either click ‘Edit’ next to the individual Step you want to update, or click ‘Manage Steps’ in the left hand sidebar to manage the steps in general.
On the next screen, update, add, or remove the steps as desired, and click ‘Save and Return to Goal Template”.
