Edit Goals

At times you may need to edit an associate’s long-term or placement goal information.

Edit the Job Title

To edit the long-term goal or placement goal job title:

  1. 1 Click on the Job Title field.
  2. 2 Select all the text and delete it.
  3. 3 Type in the new job title.
  4. 4 If this is the only thing you will change, click the small save icon at the bottom right of the screen.

Edit the O*Net Job Family or Occupation

To edit the long-term goal or placement goal O*Net Job Family or O*Net Occupation fields:

  1. 1 Hover over the field and click on the search icon.
  2. 2 Click on Look Up More Records.
  3. 3 Click on the “X” in the Search field on the Look Up Record screen. This will clear the current data and will allow you to look for another item.
  4. 4 Scroll through the list and click the blank space to the left of the correct list item to select it.
  5. 5 At the bottom of the Look Up Record screen, click Add.
  6. 6 If you will not make any further edits, click on the small save icon at the bottom right of the screen.

Edit the Target Placement Date

  1. 1 Hover over the Target Placement Date field and click on it.
  2. 2 Click on the calendar icon.
  3. 3 Select a new date.
  4. 4 Click on the save icon at the bottom right of the screen to save any changes made.

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Practice:
Edit 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.
  • Edit the following fields:
    • Long-Term Goal
      • Job Title
      • O*Net Job Family
      • O*Net Occupation
    • Placement Goal
      • Job Title
      • O*Net Occupation
      • Target Placement Date
  • Save your changes.