Manage Goals

Understanding performance goals
  If the Manage Goals button is selected within the Performance Tracking Overview page, a summary of practice performance appears. An administrator also...
Thu, Jan 22, 2015 at 12:22 PM
View a performance summary
An administrator can monitor performance for the practice and staff by doing the following: From within the Performance Tracking Overview page,...
Thu, Jan 22, 2015 at 12:27 PM
Edit points for an existing action
An administrator can change point(s) information for a user if, for example, points should be split between members of a team From within the Perfor...
Thu, Jan 22, 2015 at 12:41 PM
Delete points for an existing action
An administrator can remove points earned from a user account by doing the following: From within the Performance Tracking Overview page, click th...
Thu, Jan 22, 2015 at 12:42 PM
Manually add points
An administrator can manually add points to a user's goals if, for example, the practice is tracking plan presentations From within the Perf...
Thu, Jan 22, 2015 at 12:52 PM
Set performance goals
An administrator can set performance goals for the practice and participating users From within the Performance Tracking Overview page, click the ...
Thu, Jan 22, 2015 at 12:59 PM