Goals Purpose

The purpose of the Goals Tab is to add and manage the member's goal for a given program year.

Goals Overview

The Goals Tab can be accessed by clicking on Coach Center > Coach User Search. After locating the member, click on the Pencil Icon and then select the Goals Tab. 

Every year a goal will need to be set up for the member. If no goals have been set up, then an option will be present for adding a goal. 

If a goal has already been set up for the current program year, then you will see the Program Year, Created By, and Created Date on the Goals Tab. An edit option is also provide for updating or changing the goal information.

Adding a Goal

A goal should be set up each year for the member. If no goal has been set up, then you will have the option to do so on this tab. To add a goal, complete the following steps: 

Step 1: Click on Add New Goal.

Step 2: Depending on the verbiage set up in the system, you will have options for setting up the member's goal. This can be "I commit" phrases such as committing to a tobacco-free lifestyle, committing to lose weight, or committing to participate in a wellness program.

Here, you can check each checkbox that applies to the member's goal. You may also have options for the member to focus on more such as eating healthier foods, exercising more, etc. Make the necessary choices here as well. 

Step 3: The member will commit to the goal for the program year. Here, you can mark the status of the goal:

• In progress - Member is in process of working toward the defined goals. 
• Met Goals - Member met the set goals for the program year.
• Did Not Meet Goals - Member did not meet the set goals for the program year.

Step 4: Once finished, click Submit to save the goal for the member. The goal will appear within the table on the Goals Tab.

Updating a Goal

After a goal has been added for the member, it can be updated by clicking on the Pencil Icon.

The same form will be displayed as when adding the goal. Make any needed changes and then click on Submit.