Banking Goals and Objectives Overview

1 Banking Goals and Objectives Overview This feature allows users to create their own individual banks of Goals and Objectives to use when filling in information on the Goals and Objectives tab. The Banking option allows users to save the Goals / Objectives that you are using on a regular basis. Users can develop their banks from the Goals / Objectives lists, by adding custom Goals / Objectives or by importing Goals / Objectives that they have already created for other students in their caseload. To create your bank of Goals : 1. Choose the Add Annual Goals from a Bank button on the Goals and Objectives main screen. 2. Click on the Manage you Bank of Goals button. 2 3. On the following screen, a user will have several options: Add Goals from the Lists to my Goal Bank Import Goals to my Goal Bank from my Caseload Edit Categories for my Goal Bank To Add Goals from a List to your Goal Bank: 1. Click the Add Goals from the List button 2.

1 Banking Goals and Objectives Overview This feature allows users to create their own individual banks of goals

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