Goals: Creating and Editing

This process encompasses creating new Priorities and editing existing Priorities.

1. To access the Goals area, select the Goals option from the Planning menu on the left.

2. To create a new Goal, select the 'Create Goal' button option at the top of the list page.

• Fill out all required fields.

• Select the ‘Save’ button at the top of the screen when done.

3. To edit a Goal, select the desired Goal from the list screen provided.

• Select the ‘Edit’ button option from the top of the screen.

• When all desired edits have been made, select the ‘Save’ button option from the top of the screen.

4. To add Applicable Periods to a Goal, select the desired Goal from the list screen provided.

• Select the ‘Manage Applicable Periods’ button option from the top of the screen.

• Select desired Applicable Periods to be added or removed (note that Applicable Periods must be consecutive).

• Once done, select the Confirm button.