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Goal Plan Actions

A goal plan can consist of different steps, called Actions in Recordbase. On completion of all actions, the status of a goal plan can be marked as 100% to indicate the goal plan is completed.

Creating an Action

From the client screen, click Goal Plan from the left-hand side menu:

  • Click View for the appropriate goal plan
  • Click New in the top right corner of the Actions tab

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  • Type the Action. This is what the client needs to do to complete the goal, and what steps do they need to take.
  • Complete Due date, if required.
  • Select an owner for the action (whose responsibility it is to complete this action).
  • Choose the status.
  • Click Save.