Recording a Participant Life Plan
To add a Life Plan, we first go to the participant's record"
We name the participant's life plan, and set the creation date:
We are then directed to the Life Plan record. We see a summary of the participant's assessments, to assist us in selecting long term goals.
Next we add a long term goal:
In this example, we select a long term goal based on the participant's assessment goals:
Next we add specific strategies/steps that will help our participant achieve this long term goal:
Note that Strategy/Step selection is based on the prefix (matching the long-term goal) that we set up earlier:
We continue adding long term goals and associated strategies/steps until we've completed the participant's life plan:
As the participant works toward their goals, we can record their progress:
The progress report records the progress (as a percentage), and allows you to annotate their efforts:
As we return to the Life Plan record, we see their progress:
When we visit the Life Plan Report, we see that our participant's Life Plan is reflected in the aggregate statistics:
....as well in the participant's detailed life plan section:
