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This article will discuss what information and actions you will find on the Goal Plan Information page.
The Goal Plan Information page for a specific Goal Plan can be accessed via the Goal Plans listview on the Case Profile page. Click “View” next to the desired Goal Plan that you would like to see.
The Goal Plan Information page contains a summary of the Goal Plan on the case,
Any Goals related to the Goal Plan in the Goals listview,
As well as various actions that can be performed on the Goal Plan.
The “Return to Case” action will direct you back to the Case Profile page.
The “Edit this Goal Plan” and “Delete this Goal Plan” actions will allow you to make changes to the Goal Plan, or remove the Goal Plan from the case. For more information on these processes, please check out the article titled “Editing and Deleting Goal Plans”.
The Update Goals action allows you to update the Goals that are on the Goal Plan
The “Add New Goal” action allows you to add new Goals to the Goal Plan.
The Perform Review action will direct you to perform the Goal Plan Review process. For more information on performing a Goal Plan Review, please check out the article titled “Goal Plan Reviews”.
The “Add Note”, “Add Document”, and “Download as PDF” actions allow you to add a note or attach a document to the Goal Plan, or download the Goal Plan as a PDF.
Lastly, if any Reviews have been performed on the Goal Plan, they will appear in the Reviews listview.
