This page is used to capture a customer's personal, educational, employment and optimum health goals.
This page includes:
An area for entering the details of a specific goal
A running history of all goals
The ability to navigate to the detail for any of the listed goals
The data that is captured for each goal varies depending on the type of goal it is. As an example though, the data captured for an employment goal includes:
Goal length
Goal description
The date the goal was identified (will default to current date)
The date the customer started working towards the goal
The expected achievement date
The actual achievement date (most likely to be entered at a later time)
The goal status
Whether or not the goal should be displayed on the Individual Responsibility Plan