VIDEO: Quick Goal Plans

Quick Goal Plans

Quick Goal Plans provide additional flexibility when creating goal plans with clients as they are not directly associated with a Projection or Scale Statement selection. Reference the time-stamped table of contents below to jump to each topic.

The Quick Goal Plan feature's Goal Statements must first be set up by an Agency Admin before Quick Goal Plans can be created in client records.

Topics covered in this video: 

• 00:32 - Standard User: Traditional (Scale) Goal Plan Review
• 01:42 - Agency Admin: Requirements to Set up Quick Goal Plans
• 02:13 - Agency Admin: Set up Quick Goal Plan Role Permissions
• 02:44 - Agency Admin: Create Quick Goal Plan Statements
• 03:10 - Agency Admin: Critical Step in setting up Quick Goal Plans
• 03:45 - Agency Admin: Tie Domains to Quick Goal Plans
• 07:04 - Standard User: Create Quick Goal Plan in Client Profile
• 08:28 - Agency Admin: Example of Quick Goal Plan Domains in Client Profile
• 09:26 - Standard User: Examples of Adding Quick Goal Plans