manage client goals - edit or delete goal

Edit or Delete Goals
From Main Dashboard
1. Click "Manage Client Goals" module
2. Click client name
3. Click the "Goals" tab
4. Click "Manage" next to the goal you want to edit
*Note: If you do not see the "Manage Client Goals" module on your main dashboard you must ask an Administrator to update your user permissions.

To Edit
1. Make changes to the goal or any previous comments
2. Click "Save Goal"
IMPORTANT: If you have Quantitative trackers tied to a goal, do not re-word the goal and click save. It is better to click "met or not met"  and start fresh with a completely new goal if the tracker will not make sense in association to the new edited goal.

To Delete Comments:  (Permission for this is set by the Administrator.)
1. Click the red "Delete" button next to any previous comments to delete that comment only
2. Click "Save Goal"

To Delete Entire Goal
1. Click "Delete Goal" at the bottom of the page
2. Click "Yes"

Please note - changing or deleting any goals in the "Manage Client Goals" module will automatically change or delete the goals and associated short-term goals and data trackers in all previously created notes.

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