Follow this procedure to edit a customer's goal details.
|
Step |
Action |
|
1 |
Click 'Add' on the Goals and Interests tab to begin. |
|
2 |
From the Goals and Interests List, Click the goal that you would like to edit (Click on the associated blue hyperlink under the 'Description' column - the detail for that particular goal will be viewable in the 'Entry' portion of the page). |
|
3 |
Click 'Cancel' to return to the Case Detail screen. |
Note:
A useful function on this page is the ability to link directly to the Steps to Self Sufficiency. As goals are identified, and while it is fresh in your mind, use this link to document the steps that the customer will have to take in order to minimize or eliminate any barriers which may exist which would cause these goals to not be achieved.