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            Create a Goal Definition

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            Create a Goal Definition

            Goal definitions instantiate to goals when templates that use them are used to create care plans. You can record commonly used information in these definitions, such as names, descriptions, and categories. This information is copied over to Goal Assignment records when they’re instantiated.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To create goal definitions Create access for Goal Definition
            To edit goal definitions Edit access for Goal Definition
            To delete goal definitions Delete access for Goal Definition

            Before you perform this task, go to the Goal Definition object in Object Manager and define category values for the Category picklist. By default, this picklist has no values.

            1. From the App Launcher, find and select Goal Definitions.
            2. Click New.
            3. Enter a name and description.
            4. Set the status to Active.
            5. Select a category for the goal.
            6. Save your goal definition.

            Next, let’s define an action plan.

             
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