Updating active goals

  1. Select Growth.
  2. Click the Goals tab.
  3. In the Active or Pending pane, open the goal to update.
  4. On the Details tab, specify this information:
    Description
    Provide a more detailed explanation of the goal.
    Expected Result
    Specify the outcome of the goal.
    Smart Rating
    Select the appropriate check boxes to assess how the goal complies with SMART objective principles.
  5. Click Save.
  6. To add comment, on the Comments tab, click Create then add a comment and optionally, an attachment, and then click Save or Save And New to add another comment.
  7. To associate the goal to a continuing education credit, on the Learning tab, in the Associated Continuing Education Credits section, click Associate then select the continuing education credit to associate with the goal and click Submit.
    Only continuing education credits with earned dates falling within the goal's start and due date range are visible and available for association.
  8. To disassociate a continuing education credit, on the list of the associated continuing education credit, select the continuing education credit to disassociate from the goal then click Disassociate and click Ok.
  9. To associate the goal with a predefined organizational goal, on the Aligned Goals tab, click Align then select a predefined organizational goal, and then click Save or Save And New to add organizational goal alignments.
  10. Click Save.