Creating and Associating Goals with an Outcome Plan

When creating the goal(s) for the outcome plan, the goal name is required, and a reference and description may also be entered. The goal(s) can then be associated with the configured outcome plan. Based on the Goals Applicable To configuration setting on the outcome plan, goals associated with the outcome plan apply to the outcome plan only, to the clients on the plan only, or to both. Multiple goals can be created and associated with a single outcome plan. Goals can also be shared across multiple outcome plans if required.

Once associated with an outcome plan, the goals will be available to the worker to add to the outcome plan, as either plan or client goals, depending on how the outcome plan is configured.