Goal Plan Progress

Overview
Goal plans have the ability to track how you are progressing in the completion of the goal. This is a user defined number that can be updated at any time.
Creating a New Progress record
To create a new progress record, from the client screen click Goal Plan on the left-hand side menu:

• Click View for the appropriate goal plan.
• Select the Progress tab.
• Click New in the Progress tab

• Type the Progress date and Percentage complete and add optional comments to goal progress, then click Save.