Goals (also referred to as Outcomes, Objectives, Key Performance Indicators, Responses, or Actions, depending on your organization’s terminology) help track a participant’s progress toward meaningful achievements. StoriiCare makes it easy to create, monitor, and review these goals over time.

Goals can be accessed from a Participant's profile. Look for the trophy icon.

In Goals, you'll be able to see:

• Ongoing Goals

• Completed Goals

• Incompleted Goals

1. Go to a Participant's profile

2. Click on Goals

3. Click the Add button in the top, right-hand corner of your screen

4. Fill in the Goal form

5. Add Milestones (optional) to track step-by-step progress

6. Assign staff members responsible for helping the participant achieve this Outcome

7. Assign those responsible for reviewing it (only those selected will be able to review the Goal later)

7. Scroll to the top and click Save

(See: How to Add a New Goal)

1. Go to a Participant's profile

2. Click on Goals

3. Click on the Goal you wish to review

4. Hit the Review button on the right-hand side

5. Add review notes in the text box provided

6. Decide on the next action:

• If you want to keep this Goal going and review again, hit Save

• If you want to complete it, click the Mark as completed box

• If you want it to stop, click the Mark as incomplete box (you will be required to provide a reason)

(See: How to Review a Goal)

1. Make sure the Goal is already created + saved

2. Go to a Participant's profile

3. Click on the Care Plan (terminology may be different on your account)

4. Click into the desired category and the Ongoing support need (or add it, if creating a new one)

5. Click on the settings wheel/cog (if linking to an already existing support need)

6. Click Edit

7. Scroll down to the Related Goals section of the form

8. From the drop-down menu, select which Goal you want to link to

(See: How to Link Care Plans & Goals)

1. Go to the Calendar

2. Find the activity you wish to take attendance for

3. Click the Take Attendance button

4. From the participant list, select the participants who attended

5. Once a participant's name is selected, a gray question mark box appears under their name. Click on this.

6. Click where it says +Goals

7. From the dropdown menu, select the relevant goal(s) for this activity (multi-select is supported)

8. Click the Submit button

Once activity attendance is linked, you can view all linked attendances within the Goal view.

(See: How to Link Goals to Activity Participation)

Looking for a specific Goal review? We've got you covered.

1. Go to a Participant's profile

2. Click on Goals

3. Click on the Goal you want to view the history for

4. Scroll to the bottom and click on the orange View History text

5. Select which Review date you want to see from the drop-down menu

(See: How to View a Goal's History: Accessing Past Goal Reviews)