Adding and Editing Service Goals

As a Service Provider or School Admin, you can Add and Edit your connected Students’ Service Goals.

***Of note, Session is the only Service Type where you can create Goals.

There are 3 sections listed under the ‘Treatment Plans’ tab that you can Edit:
- General
- Services
- Notes

***For this article we are focusing on the Services Section which is where the Goals are Added and Edited.

In the Services’ section you can view, edit, or create new Services and Goals for Students with whom you are connected.
You can preview the details of the active Service, including:
- Event Type
- Discipline
- Frequency
- Duration
- Service Start and End Dates
- Goals
- if the Service is Expiring soon

You can also click on the ‘Show Expired’ toggle button to see any past Services that have expired.

Each Service will have an open caret (>). Click on the caret, it will now point downward, and the Goals section will expand. If the Student has Goal(s) for their Service(s) they will be displayed here.

4a. To add a Goal to a Session service click on the ‘+ Add Goal’ button.

There are 3 required fields to enter for each Goal:
- Goal Type: select either the Trials or Percentage type from the drop-down menu
- Description: type the Goal details in the text box
- Mark Complete toggle button: the default is the ‘off’ position which means the Goal has not been completed.
  - Click on the toggle to turn it ‘on’ if the Goal has been Completed.
  - In each Session you can Document the progress of the Goals and this progress bar for “% Achieved” will be updated.
Go to the related article 'Documenting Goal Progress' for additional instructions.

4aa. When you have completed all the fields click on the ‘Save Goal’ button on the bottom right corner.

A confirmation message will appear at the top of your screen that says “Saved Goal has been saved.”

4b. To Edit a Goal that is already created, make your edits by clicking on the field(s) you would like to update.

4bb. Once all the edits have been made click on the ‘Save Goal’ button on the bottom right corner.

A confirmation message will appear at the top of your screen that says “Saved Goal has been updated.”

4c. To Delete a Goal click on the trash can on the right side of the Goal.

A confirmation message will appear asking “Are you sure you want to remove this Goal?”
- To Cancel the request click the ‘Cancel’ button or the ‘X’ in the right corner and the Goal will not be Deleted.
- Click the ‘Delete’ button to confirm you would like the Goal Deleted.
To Exit a ‘Goal’ at any time and not save your updates, click the Cancel button at the bottom right corner of the Goal.

To close ‘Goals’ section click on the downward pointing caret next to the individual Sessions.

You can also bulk upload Session Goals when Importing IEP Plans. Go to the related article 'Importing IEP Plans' for additional instructions.
Go to the related article 'Adding and Editing Services' for additional instructions.

How to add or edit a student goal