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This article will discuss how to Edit Goals, as well as the Steps within those Goals.
To Edit or update Goals and Steps, start on the Goal Plan Information page, and then click the Update Goals link under Goal Plan Actions in the left hand sidebar.
On the next screen, you will be able to update any Goals, as well as any Goal Steps.
After you have made any necessary updates, click Save and Return to Goal Plan.
You will be directed back to the Goal Plan Information page to review the Goal.
Another method of Editing Goal and Steps is to click the “View” link next to the Goal you want to edit in the Goals listview.
On this page, you can update either the main Goal or the Steps of the Goal individually. To Edit the Goal itself, click the “Edit this Goal” link in the left hand sidebar.
On the next page, make any appropriate Edits to the Goal and click “Save and View Goal Plan”
To Edit the Steps of the Goal, click the “View” link next to the Goal you want to edit in the Goals listview.
Then on the next page, click the “Manage Steps” action in the left hand sidebar.
The next screen allows you to make any updates to the Steps on the goal.
After you have made the desired changes, click the Save and Return to Goal button.
Once a Goal Step, or several Goal Steps have been completed, you can set them as complete by clicking the “Mark Achieved” link next to the Goal Step in the Steps listview.
If a Goal Step was Marked Achieved in error, it can be set back to In Progress by clicking the Mark In Progress link.
If a Goal Step has simply not been achieved, you can mark it as such by clicking the “Mark Not Achieved” link.
