Check out our Goal Plan On-Demand Video Series.
This article will discuss the process of performing a Goal Plan Review.
If a Goal Plan has been configured to have a review, then there will be a “Perform Review” action in the left hand sidebar. To perform the review, navigate to the Goal Plan Information page, and click the “Perform Review” link under Goal Plan Actions.
On the next screen, enter the Date Performed, Update the Reviewer if needed, and then enter in any notes about the review in the Review Information field.
After you have filled out the review, click Save and Return to Goal Plan.
Any Goal Plan reviews will now appear in the Reviews listview on the Goal Plan Information Page.
To View and Edit an existing Goal Plan Review, click View next to the Review you want to Edit.
On the next screen click Edit this Review.
Then you can update the Review as needed on the next page. Click “Save and Return to Goal Plan” when you are done editing the Review.
Goal Plan Series
- Goal Plans - Introduction
- Creating a Goal Plan
- Goal Plan Information Page
- Editing and Deleting Goal Plans
- Editing Goals and Steps
- Deleting Goals and Steps