View Goal Details

Use the Goal Detail page to review a service user’s goal, understand progress over time, and see the activity that has contributed to that progress.

This page includes the complete history of progress updates recorded against a goal or sub-goal in Mobile Working (Mobilise). For more details refer to Update Visit Goals in the Mobile Working for Referral Management User Guide.

To view a goal's details:

  1. On the Referrals tab, select a referral for the required service user.

  2. In the Referral Summary panel, select Edit.

  3. On the referral's navigation menu, select Goals.

  4. On the Active tab, view a goal's details by doing one of the following:

    • Select the goal name.

    • Select the goal menu, then select View from the dropdown.

    You can also view details for completed goals by selecting the Completed tab and then selecting a goal from the list.

    The Goal Detail page includes the following:

    A: Goal status - this is automatically updated as a goal progresses. For example, when a care worker updates a goal with Not Started status, it automatically moves to In Progress. To update the status manually, select a option from the dropdown.

    If you select Close Goal from the dropdown, you will be prompted to select a reason for closing the goal. Closed goals cannot be edited or reopened.

    B: Sub-goals - lists the progress of individual sub-goals.

    C: Edit - select to edit the goal, sub-goal and task details.

    D: Overall Progress - displays the overall goal progress as a percentage. Once the goal reaches 100%, it is automatically updated to Goal Achieved.

    E: Progress Over Time - shows how the goal has changed over time, enabling you to quickly understand whether the goal is progressing as expected. To see a different time frame for the progress, select the Show field, then select an option from the dropdown.

    F: Activity Log - shows the recorded events and updates linked to the goal, with the most recent update displayed first. This can include progress updates, status changes, notes, and changes made to sub-goals in both Referral Management and the Totalmobile app.

  5. To return to the Goals page, select the Back icon .