Goals

Overview

Astalty allows you to store and track Participant Goals as well as associate them with Tasks, Plans and Implementations.

Creating Goals

To create a Goal for a Participant, navigate to their profile and click Goals in the sidebar.

On this page, click Add Goal and you will see the Participant Goal form.

Editing Goals

There may be times where you need to edit, fine tune, update the status, or even delete and archive a goal. To edit a participant's goals, navigate to their profile, click Goals in the sidebar and select the Goal that you would like to edit.

Once the Goal is opened, select Edit in the top right corner of the Goal Summary.

The Edit Participant Goal page will slide open - here you can edit:

• Goal Name

• Goal Type

• Status of the goal

• Support Worker Visibility

• Description

• Achievement Strategies

• Barriers

• Associated Plans - Select one or more plans where that goal is associated to. Key things to note:

  • Plans that are current cannot be archived.

  • Implementations within the selected plan will only display the goals that have been associated to the plan.

  • Scheduled shifts will only display goals from the current plan period they are rostered within.

Once you've finished making your adjustments, select Update Goal to save your changes.

Archiving Goals

To help keep participant goal lists focused and clutter-free, you can use the Archive button to archive goals that are from past plans. This function can only be actioned if the goal doesn't sit within a current Associated Plan and is accessed via the Edit Participant Goal page.

The following example shows a Goal which is associate to a current plan - Only goals from past plans can be archived.

Once archived the goal will no longer be visible in:

• the Goal selection lists via Tasks. For more on assigning Goals to Tasks - click here.

• the results populated by the Participant Goals list placeholder used when generating documents from a Template. For more on Templates and using placeholders - click here.

Unarchiving Goals

Archived Goals can be unarchived by navigating to the goal, accessing the Edit Goal page via the Edit button and then selecting Unarchive.

Delete Goals

Deleting Goals is permanent, and may be required if a goal has been created in error. Use the Delete button to remove the goal, but take care when using this as this cannot be undone.

Attaching Goals to Tasks

Once Goals have been created for Participants, you can attach Goals to Tasks by navigating to the Goals tab within a Task and clicking Add Goal

Attaching Goals to Implementations

When updating an Implementation, you can attach Goals from the Plan the Implementation has been created within by editing the Implementation and select the relevant goals at the bottom of the page.

Downloading Goals as a PDF

There are two ways to download Participant Goals from Astalty: you can download the full list of a Participant's Goals from the Goals page, or you can download a summary of a single Goal — optionally including its associated Tasks and Notes — from the Goal itself.

Downloading all Goals as a PDF

To print a PDF of the Goals, open the Goals page on the Participants profile, click Actions and select Download as PDF.

This will generate a document containing all of the Participant’s listed Goals, including the Goal, Status, Type, Description, Achievement Strategies, and Barriers, and will be formatted as shown below.

If you have uploaded your Business Logo, it will also appear on the PDF.

Downloading a Goal Summary

Need to share or file a single Goal in more detail than the full Goals list provides? You can download a Goal Summary PDF for an individual Goal, and optionally include that Goal's Tasks and Notes in the same document.

To download a Goal Summary, navigate to the Participant's profile, click Goals in the sidebar, and open the Goal you'd like to download. From the top right of the Goal page, click Actions and select Download Goal Summary.

A dialog will open with options for what to include in the download. Tick Include Tasks & Notes if you'd like the Goal's associated Tasks and any dated Notes to appear in the PDF alongside the Goal details. Leave it unticked to download just the Goal itself.

Click Download to generate the PDF.

The generated document will include the Goal name, Type, Status, Description, Achievement Strategies, and Barriers. If Include Tasks & Notes was selected, the PDF will also include the list of Tasks attached to the Goal and any dated Notes recorded against it, formatted as shown below.

As with the full Goals download, your Business Logo will appear on the PDF if you've uploaded one.

Visibility for Support Workers

To make a goal visible in the Support Worker app, select Visible to Support Workers when creating or editing the goal. Visible goals will display for the support worker, including the description, strategies, and barriers.

The image below shows how those goals will then appear in the app.

Video Walkthrough

This is a video walkthrough that explains the process of how you would store and track Participant Goals'