the longitudinal goal tracking question

TABLE OF CONTENTS

• Video Resource for Staff
• Video Resource for Reporters
• What does the Longitudinal Goal Tracker look like from your reporter's point of view? 
• March 2022: Making the Longitudinal Goal Tracker More Intuitive 
• Creating a New Longitudinal Goal Tracking Question
• Adding a Longitudinal Goal Tracker as a Subquestion to an Existing Question
• Step 1: Customize Rows
• Step 2: Create and Label Columns
• Step 3: Customize your progress tracker.
• Last Steps: Turning on the Tracker Panel in Profiles & Assigning a Data Viewing Title
• PowerPoint Resources
• Links to Helpful Article

Video Resource for Staff

Video Resource for Reporters

What does the Longitudinal Goal Tracker look like from your reporter's point of view? 

March 2022: Making the Longitudinal Goal Tracker More Intuitive 

Creating a New Longitudinal Goal Tracking Question

To create a new Longitudinal Goal Tracking Question, follow these steps: 

1. On the left, in your Mission Control, click Report Management.
   
   
2. On the right, under Question Management, click Create and manage questions.
   
   
3. To build a new question, on the top-left click Create a New Question.
   
   
4. Walk through the steps you’re prompted with on the next page.
   
   
5. For Question Type, select Longitudinal Goal Tracker.
   
   
6. Longitudinal Goal Tracking questions must be associated with at least one of your Groups.
   
   In the section of the question that started with Main Text, please be sure to enable the question for at least one Group: 

   
   

   

7. Go to Step 1: Customize Rows, below. 

Adding a Longitudinal Goal Tracker as a Subquestion to an Existing Question

To add a Longitudinal Goal Tracking Question as a subquestion, follow these steps: 

1. On the left, in your Mission Control, click Report Management.
   
   
2. On the right, under Question Management, click Create and manage questions.
   
   
3. To edit and add a subquestion, on the left find and click the Question Category.
   
   
4. On the right find the question and click the Edit button.
   
   
5. When the question opens, navigate to the bottom of the first available question and click Add Another Subquestion.
   
   
6. Follow the steps for creating a subquestion, and for Question Type, select Longitudinal Goal Tracker.
   
   
7. Please remember that Longitudinal Goal Tracking questions must be associated with at least one of your Groups.
   
   In the section of the question that started with Main Text, please be sure to enable the question for at least one Group: 

   

8. Proceed to Step 1: Customize Rows, below.

Step 1: Customize Rows

This step includes:

1. Naming section 1 (Row 1) - essentially defining the action that reporters are taking (Set new goals, Set action items, Report activities or processes started, etc.), and
   
   
2. Giving any additional instructions to reporters how what to do.
   
   
3. Deciding if you will allow reporters to report "No new goals were set during this period," and
   
   
4. Naming section 2 (Row 2). Here you will define what type of tracking will occur (most of the time you'll use the word 'Progress' here).

Step 2: Create and Label Columns

This step allows you to create columns that hold the specific roles (categories) and goals (objectives) you would like your reporters to use when tracking progress.

• Add new columns by clicking Add Another Column.
  
  
• Move columns up and down with the Move Up and Move Down links. 

Step 3: Customize your progress tracker. 

This step allows you to give more instruction to your reporters and allows you to define requirements for each status associated with progress for your goals/objectives.

For the Met/Accomplished status in Step 3, you control: 

1. Custom Language
    
2. Status Prompt (unique to the Goal Set status)
    
3. Progress Notes - Determine if they should be captured or not and if the notes are optional or mandatory.
    
4. Notes Prompt
    
5. Allow Reporters to Attach Files to Document Progress and if so, how many files can be attached, and

6.  NEW: The option to give the reporters the ability set the goal again if it was met during the reporting period. The default language is Set, Met, and Set Again; you can customize the language that best fits your program.

Video Resource: Adding the Set, Met, and Set Again option

For the All Other Statuses in Step 3, you control: 

1. Custom Language
   
   
2. Progress Notes - Determine if they should be captured or not and if the notes are optional or mandatory.
   
   
3. Notes Prompt, and
   
   
4. Allow Reporters to Attach Files to Document Progress and if so, how many files can be attached.

Last Steps: Turning on the Tracker Panel in Profiles & Assigning a Data Viewing Title

1. Panel Name on Identifier Profiles gives you and reporters (if you want) instant access to the progress made in the Longitudinal Goal Tracking question on your identifier's profiles.
   
   To turn it on, toggle to Yes and give the panel a name.
   
   
2. The Data Viewing Title is the text that will be displayed above the responses to this question on the data viewing pages.
   
   This text should be specific and unique to this question. No other question or subquestion should use this data viewing title.

PowerPoint Resources

Get your PowerPoint slides for your custom training deck here. 

To use these decks, please click the link and then download the document.

Links to Helpful Article

Building New Questions 
Editing and Updating Questions