Goal Plans
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      1. Help Center
      2. Recordbase User Guide
      3. Goal Plans

      Creating a Goal Plan

      From the client screen:

      • Click Goal Plan 
      • Click New

      If your organisation has created goal plan templates, you will be asked to either pick a template or choose not to use a template.

      • Enter the Goal Plan title, Enter the Goal Plan Start date.
      • If known, type information in the other fields on the screen and click Save.