Helpers can use Goals organize notes and referrals around different social needs as they are helping a Seeker.
How it Works
Goals can be added by clicking "Add Goal" in the Goals module.
Additionally, Goals are automatically created based on needs identified in an Assessment.
Once you've added the goal, you can add a description to the goal as well as Navigation notes for how you're serving your Seeker.
Adding Referrals to Goals
Once you have made a referral, you can open the referral, and click on the “Add to a Goal” option and select the goal that you would like to add the referral to.
Go to the Navigation History section and select "+ Add to a goal" and choose the goal.
The referral will then live under the goal, which you can see when you expand the goal.
Once the status of the referral has been updated, the goal will turn the corresponding color of that status.
Once the goal has been met, you can close the goal. You can see any closed goals by clicking "Show closed" underneath the goals section.