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2.9. YHDP Workflow




YHDP projects follow the Coordinated Workflow. There is one additional step, which is adding Goals for Household necessities, Education and Employment.

To create a Goal:

  1. Navigate to the Case Plans tab to the right of the Summary tab.
  2. Click Add Goal.
  3. Date Goal was Set will default to the current date. If you need to adjust the date, type in the correct date or click the calendar icon to select the correct date.
  4. Select the correct Classification (Household necessities, Education or Employment).
  5. Select the appropriate Type for the Classification.
  6. Any pertinent narrative info can be entered into the Goal Description box.
  7. Select a Target Date for completion.
  8. Overall Status should be Identified or In progress until the Goal is completed.
  9. If you want the Goal to show up on your home screen for follow up, select a Projected Follow Up Date and identify yourself as the Follow Up User.
  10. Click Add Goal.

To follow up on a Goal:

  1. Navigate to the Case Plans tab to the right of the Summary tab.
  2. Click the edit pencil to the left of the Goal.
  3. Update the Overall Status if there has been a change.
  4. Select Yes or No for Follow Up Made.
  5. Enter the Completed Follow Up Date.
  6. Select the Outcome at Follow Up.
  7. If further follow up is needed, you can enter a new Projected Follow Up Date.
  8. Click Save & Exit.

To close a Goal.

  1. Navigate to the Case Plans tab to the right of the Summary tab.
  2. Click the edit pencil to the left of the Goal.
  3. Change the Overall Status to Closed.
  4. Select the appropriate response for If closed, Outcome.
  5. If the outcome is Partially achieved, select the appropriate percentage under If Partially Complete, Percent Complete.
  6. Enter the date the Goal was closed.
  7. If you have a Projected Follow Up Date, make sure the follow up information is entered or the client will continue to show up on your home screen as Past Due.
  8. Click Save & Exit.




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