Learn How To:

  • 00:32 - Standard User: Traditional Goal Plan Review
  • 01:42 - Agency Admin: Requirements to Set up Quick Goal Plans
  • 02:13 - Agency Admin: Set up Quick Goal Plan Role Permissions
  • 02:44 - Agency Admin: Create Quick Goal Plan Statements
  • 03:10 - Agency Admin: Critical Step in setting up Quick Goal Plans
  • 03:45 - Agency Admin: Tie Domains to Quick Goal Plans  
  • 07:04 - Standard User: Create Quick Goal Plan in Client Profile
  • 08:28 - Agency Admin: Example of Quick Goal Plan Domains in Client Profile
  • 09:26 - Standard User: Examples of Adding Quick Goal Plans