Purpose

The Goals functionality will capture the individual / family goals and the prioritization or sequencing of those goals based on professional advice from Alberta Supports staff and other partners.

Procedures

Method One: Update Progress from List Action Menu

Anchor Point: Goals tab in Common Outcome Plan

1. From the individual / family Common Outcome Plan Page, select the Goals tab from the Navigation Bar
2. From the List Action Menu select Update Progress
   
   
3. Select the Outcome (progress) of the Goal

Note:

• A regular progress of a Goal should be “Not Started”, “In Progress”, “Achieved” or “Not Achieved"
• Reason is required if a Goal Outcome is set as ‘not achieved’

4. End Date is only required if a Goal Outcome is set as “Achieved” and it auto populates
5. Select Reason (if applicable)
   Note: Reason is required if a Goal Outcome is set as “Not Achieved”
6. Enter a Note (if applicable)
7. Select Save
   
   

Method Two: Update Progress from Progress tab in the Goals details

1. From the individual / family Common Outcome Plan Page, select the Goals tab from the Navigation Bar
2. Select the Goal by clicking on its hyperlink and Goal home page will display
   
   
3. Select the Progress Tab from the Navigation Bar
4. Select Update Progress
   
   
5. Update the Goal Progress as required
6. Select Save
   
   Notes:

• Progress Updates will be kept for future reference
• Progress Update can be viewed via the View Progress List Action Menu

View Progress Updates

1. Select the hyperlink of the goal to see progress updates
2. Select Progress subtab
3. A listing of all progress updates opens, including:
   1. The date of entry
   2. Who entered the update
   3. Status Outcome at the time of the update
   4. Any progress notes entered

Related Information

User Guide Information:

• Goal-Create   
  

Procedure Information: 

• R5 Common Notification Procedure
• R5 Guidelines for Working with a Support Network
• R5 Outcome Plan Progress Definitions
• R5 Outcome Planning Roles and Responsibilities
• R5 Outcome Plan Management Procedure