Keep Goals in Front of Mind

Link Goals to Tasks and Case Notes

A Participant’s Goals should always be forefront of your mind and Auditors need to see Case Notes and Tasks linked to Goals.

To link a Case Note to a Goal…

1. Select the Notes tab on a Participant.
2. Select text you have already written (or none to add the complete Case Note).
3. In the Case Note header click the green Goal.
4. In the dialog, select a Goal from the list and tick ‘Add Text to Steps’ or ‘Add Text to Achievements’ and edit the text as required.
5. Optionally Save and Display the Goal or just Save.

To link Tasks to Goals…

1. In the Task tab of a Plan, select a Goal from the dropdown on the right.
2. In your ‘My Tasks’ tab, select a Goal from the dropdown.

To view Case Notes and Tasks related to a Goal…

1. Select the Goal tab on the Participant.
2. Click a Goal hyperlink.
3. Click the Notes and Tasks tabs and these will be filtered to just show those relevant to the Goal.