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Program and Case Management
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            Create Goal Definitions

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            Create Goal Definitions

            Define the milestones and the expected results that you want someone to achieve through care plans, programs, and benefits.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To create goal definitions:

            Advanced Program Management permission set

            OR

            Education Cloud Full Access permission set

            Organize goals into a hierarchy. Use the top goal to define the ultimate objective, and intermediate goals to track the milestones toward achieving the top goal. For example, create a top goal called Full-Time Employment, and the intermediate goals Practice Job Interview and Write Resume.

            When you add a top goal to a care plan template, its underlying intermediate goals and their related benefits are automatically included.

            1. From the App Launcher, find and select Goal Definitions.
            2. Click New.
            3. To create a top goal, specify these details.
              1. Enter a name and a description.
                For example, enter Full-Time Employment as the name.
              2. To add a goal definition to a care plan, select Active as the status.
              3. Select Top Goal as the type.
              4. To make custom goal name mandatory when the goal is assigned to a care plan, select Custom Goal Name Required.
            4. Click Save & New.
            5. To create an intermediate goal, specify these details.
              1. Enter a name and a description.
                For example, enter Practice Job Interview as the name.
              2. Select Active as the status.
              3. Select a parent goal.
                For example, select Full-Time Employment.
              4. Select Intermediate Goal as the type.
              5. To make custom goal name mandatory when the goal is assigned to a care plan, select Custom Goal Name Required.
            6. Save your work, and create other goal definitions as needed.
            7. If needed, add goal definitions to benefits.
              When you add a goal definition to a benefit and then add the benefit to a care plan, the goal is also added to the care plan. See Create Programs, Benefit Types, and Benefits.
             
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