How to Delete or Remove a Goal

Edited

StoriiCare does not currently offer a direct option to delete a goal. To maintain accurate audit trails and historical records, goals cannot be removed by users once created.

However, goals can be marked as incomplete, which removes them from active progress tracking while preserving documentation for compliance and review purposes.

If you need a goal to be permanently deleted from your system, please email support@storii.com and our team can assist.


How to Mark a Goal as Incomplete

Step 1: Open the Participant’s Profile

  1. From the StoriiCare Dashboard, go to the Participants tab.

  2. Select the participant whose goal you want to modify.

  3. Click on the Goals feature (may also appear as Outcomes, Objectives, KPIs, Responses, or Actions).

Step 2: Select the Goal

  1. Click the arrow next to the goal you wish to mark as incomplete.

  2. The goal will expand, displaying milestones, reviews, and details.

Step 3: Start a Review

  1. Scroll down and click + Add Review (or the equivalent option).

  2. This opens the goal review form.

Step 4: Mark the Goal as Incomplete

  1. Locate the checkbox labeled Incomplete within the review form.

  2. Check this box to indicate the goal will not be continued.

Step 5: Enter the Reason for Incompletion

A text box will appear requiring you to document why the goal is being marked incomplete.

Examples include:

  • Goal no longer relevant

  • Participant declined to continue

  • Goal replaced with a new objective

  • Circumstances changed

This reason is required for compliance and record-keeping.

Step 6: Save the Review

  1. Scroll to the top of the form.

  2. Click Save.

The goal will now show as incomplete and will no longer appear as an active goal.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.