Changing a Goal
Goals can be locked, deleted, edited and copied. To "change" a goal, it is recommended that user's first lock the active goal, and then the user can add the new goal. This will maintain a historical record of decisions based on the student's progress monitoring.
Administrative setup is required to allow users permissions to change goals. See Managing Permissions for more information.
Locking a Goal.
When viewing a goal on a student's plan, users with permissions to modify and delete goals will see a green Lock icon. To lock the current goal, click the "lock" icon. The page will redraw, and the goal will then be moved to the Archived tab. The archived goal will be shown on the graph as a dotted line. A new goal may now be set. The new goal will be shown on the graph as a solid line.
Deleting a goal
Delete goals only if an error was made when creating the goal, and the goal was never intended to be set. If a goal is to be changed because a student is exceeding or not meeting an expected ROI, then the user should lock the goal to archive the original goal and set a new goal. This will preserve the history and integrity of the data.
When viewing a goal on a student's plan, users with permissions to modify and delete goals will see a red Trash icon. To delete the current goal, click the "trash" icon. The page will redraw, and the goal will be completely removed from the plan. This action is permanent. The deleted goal cannot be recovered.
Edited goals are not archived; there is no historical record of a goal that has been edited.
Editing a Goal
Edit goals only if an error was made when setting the original goal. If a goal is to be changed because a student is exceeding or not meeting an expected ROI, then the user should lock the goal to archive the original goal and set a new goal. This will preserve the history and integrity of the data.
When viewing a goal on a student's plan, users with permissions to modify and delete goals will see an edit icon. To edit the current goal, click the edit icon.
Edited goals are not archived; there is no historical record of a goal that has been edited.
Copying a Goal
This function is similar to locking and creating a new goal. Use this if making minimal changes to a goal. Click the copy icon. Follow the prompts in the box that populates and click submit. The page will redraw, and the old goal will then be moved to the Archived tab. The archived goal will be shown on the graph as a dotted line. The new goal will be shown on the graph as a solid line.
