Transcription of Banking Goals and Objectives Overview
1 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.
2 Choose the appropriate goal category from the drop down menu and check the goal that needs to be added to your bank. 3 3. Once the Goals have been chosen, click the Add Selected Goals to my Goal Bank button at the bottom of the screen. 4. The Goals will appear on the main page of the goal bank screen. 4 To Add Custom Goals to Goal Bank: 1. From the main Goal Bank screen, enter custom Goals into the available text boxes and click Update the database . 2. The custom goal(s) that you have added to the bank will appear on the main menu goal bank screen. The asterisk in the Custom column will denote custom Goals . 5 To Import Goals form your Caseload into your Goal Bank: 1. Click on the Import Goals from my Caseload button. 2. Check the appropriate option and click Import Goals from my Caseload . Users will have the option to only import Goals from the student whose IEP they are currently working on or from all students on their caseload.
3 Additionally, a user will have the choice to create (or import) categories from the goal area of the Goals in their caseload. (See Categories below) 3. The Goals that were imported will appear on the main goal bank screen with any Goals that have been added form the list or customized. To Edit Categories in Goal Bank: A user can create categories in their goal bank that will help to organize their Goals by subject area. To add categories: 1. Click on the Edit Categories for my Goal Bank button. 6 2. The categories that a user is already using or might have previously entered into your bank will appear at the top of the following page. Enter in the names of the new categories in the spaces provided. 3. Click Update the database . Assign categories to each of the Goals from the main Goal Bank screen via the associated drop down menus. 4. Once the appropriate categories have been assigned, each goal will be stored under that category and will be removed from the main Goal Bank screen.
4 To access these Goals when a user is assigning Goals to a student, choose the category from the drop down menu at the top of the screen. 5. The available Goals will adjust according to the category that is chosen. 7 Adding, Customizing, and Importing Objectives to your Objective Bank : Follow these same steps when creating your Bank of Objectives : 1. To access the Objective Bank, click on the details button of one of the Goals on the main screen of the Goals and Objectives tab. 2. Click the Add Objectives from Bank button at the bottom of the screen. 3. Follow the steps that are outlined above for adding Goals to the Goal Bank. Adding Objectives to the Objective Bank follows the same process. Once a user has successfully added Goals and Objectives to their respective banks, they will be able to access these saved banks each time they begin to enter goal/objective information for individual students. Adding Goals / Objectives from their bank will save them time when filling in information on this tab.
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