Go to Goals

You can use the Goals section to view, add, and edit an associate’s long-term and placement goals. These goals will show in and should influence the associate’s development plan.

To go to an associate’s goals:

  1. 1 Do one of the following on the Case page:
    • a. Scroll down and click on the Goals section heading to expand it.
    • b. Click on the Goals section in the hamburger menu.
  2. 2 If needed, scroll down the Case screen to view the section’s information.
  3. 3 View the associate’s long-term goal on the left and placement goal on the right.

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Practice:
Go to Goals

Complete the task listed below in the training system. When you finish, return to this training page and move to the next task.

  • Go to the Goals section of an associate’s case.
  • View the associate’s long-term and placement goals.