People

Client Goals

Client profile → Goals6 steps

The participant's own NDIS goals and the progress against them. This is what a plan review is built on, so it is worth keeping current rather than writing up the week before.

Step by step

1
Open the participant and click the Goals tab.
2
Click the button to add a goal.
3
Write the goal in the participant’s words, not the scheme’s. "Catch the bus to TAFE on my own" beats "increase community access".
4
Set the target date.
5
Record progress against it as it happens — each entry is dated, and together they are the evidence at review.
6
Click Save.

The screen

Client Goals in Rostery — Client Goals as it appears in Rostery.

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