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Goals Tabs and Properties

A Goal item provides details of the goal item created by the academic advisor for purposes of student retention.

The Goal object window contains the following tabs:

•   Properties

•   History

•   Comments

Properties Tab

This tab contains system and custom Properties created for the Document Status object. The following table describes these properties:

Property

(* indicates that the Property is mandatory)

Description

Value Updated by (Talisma/User)

 

Property can be Edited/Deleted in TBA

 

Goal Name*

The Goal item name.

Owner

The owner of the item.

Typically, when CampusNeuxs CRM is integrated with an SIS, the value of this field is None.

 

Team

Displays the team to which the associated academic advisor belongs.

Created On

The date and time when the Goal record was created.

Cannot be edited or deleted

Last Updated

The date and time when details of the Goal record were last updated.

Goal Type

Displays the type or category of goal. A goal can be any of the following types:

•   Personal

•   Educational

•   Social

Start Date

The starting date for the goal period.

Proposed Completion Date

The date when the goal is proposed to be achieved.

Actual Completion Date

The actual date when the goal is achieved.

Status

Indicates the goal status. A goal can have any of the following statuses:

•   To Do

•   In Progress

•   Completed

•   Removed

Percentage Complete

Indicates the percentage of goal completion.

Link to Contact

Displays the contact that is associated with the goal item.

History Tab

This tab lists the actions performed on the Document Status Type item. For example, if a Document Status Type item is categorized, this action is recorded as an event in the history of the Document Status Type item. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Document Status Type event options from the Events tab.

Comment Tab

The Comments tab enables you to specify additional information about a goal. The information can be used for reference purposes, or to convey information about the goal to another user within your institution.

 

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Last Updated: 9/16/2019

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