Some review forms may include specific modules designed to allow reviewers to either discuss goal progress or create new goals, all directly from a review form. If these questions are included for a review form that you are completing, it's very easy to select or add goals.
If your review form includes a Goal Discussion question, you will see question text and instructions that precede a goal selector. If your review form includes a Goal Creation section, you will see text/instructions and a button labeled Create Goal.
To provide discussion about goals, use the goal selector to find specific goals of the person you are reviewing. You can either select "Choose a goal" where you can select goals individually or "Select all active goals" where all currently active goals will be included with a single click. If you select "Choose a goal" then the below goal selection option appears. Active goals are shown by default, though you can also select to include Archived or Completed goals. Click a goal to include it. You can also filter goals by name or category.
Once you have added a goal, you’ll be provided with a text box to comment on the goal. You will also see the due date, current progress, outlook and status of the goal. The name of the goal is also a hyperlink to the details of that goal.
If included, your goal discussion may also request a score for the goal and a weight based on its importance relative to other goals you are discussing.
You can remove a goal that you selected from the discussion section by using the X in the upper right above the comment box. At any time, you can also add more goals to the list by using the goal selector.
To create new goals for a review's subject, you can click Create Goal.
This will bring up the Create Goal wizard where you can provide all of the details for the goal. You can use the Advanced Options if needed. After entering the goal’s details, click Create Goal. If you do not want to add a goal, click Cancel.
Once the goal has been created, it will appear in the list. You can then create as many goals as you want, and their names will be included in the review form.
After discussing or creating goals in a review, click either or to store your answers.