Introduction: Need to add a goal within your account? Not sure where to start? This article is for you!
(This feature can be enabled/disabled by your site administrator.)
Step One: Select Manage Reviews link to have access to your file.
Step Two: Link on the Manage Goals link on the left hand side of your file to access the goal section.
Step Three: Select your current review period and select Add a Goal to get started!
Step Four: Add content on the following fields:
- Goal Description-Add the goal content within this field
- Due Date– Add a deadline date for the completion of the goal
- Allow Rollover to next Review Period-Is this goal on-going? Roll it over and have the system copy/paste this into your file for the next review period
- Action/Comments-Add progress notes throughout the year
Step Five: Select Create to add the goal or select Create and Add New goal to add your next goal within your account.