Defining the goals for an integrated service case

7 Managing integrated service cases : Creating an integrated service case : Defining the goals for an integrated service case

Having set up a new case, the next procedure is to define the goal(s) people working on the case intend to achieve. Typically, an integrated service case will have a single goal, although there might be cases where two goals might be considered appropriate. A goal can have multiple objectives.

You specify goals on the Details tab of the case record:

1 Click

next to the Goals section of the page.
The Goal Details page displays.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\IS goal.png$

2 In the Goal field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the goal.

3 In the Objectives field, enter the objectives to be achieved in pursuit of this goal.

4 In the Actions field, enter the actions that will contribute to meeting the objectives for this goal.

5 In the Partnering Organisations field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the organisation type (or organisations) with whom you intend to work in pursuing this goal.

6 In the Outputs field, enter the outputs that quantify the actions your agency will undertake in pursuit of this goal.

7 In the Outcomes field, enter the outcomes you anticipate will come from the actions you will take in pursuit of the goal.

8 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\Saveicon.jpg$ .
The Details tab of the case page displays with the goal now added to the list.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\IS goals list.png$

9 Repeat these steps to add all the required goals for this case.
The IS case is ready for review and endorsement from the foundation.