Goals / Quality Register

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The Quality Register allows you to create, view, categorise and update your current goals, tasks and quality improvement activities. Tasks and sub-goals of larger goals can also be created and managed from the Quality Register.

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Goals / Quality Register

Create a goal

Goals are able to be set in the Quality Register and assigned sub-goals and tasks to track its progress and work towards its completion.

  1. Click Add New Goal
  2. Set the name of the Goal
  3. Set the Status of the goal
  4. Select or add the Location of the goal
  5. Set the goal Owner
  6. Click Submit

Goals are able to be marked as compliance related:

None

This is the default option which will mark the goal as not compliance related. Selecting any of the other options will display a table to select compliance-related information.

AQTF

Selecting this option allows you to select the Australian Quality Training Framework standard/s that the goal adheres to.

SRTO

Selecting this option allows you to select the Standards for Registered Training Organisations that the goal adheres to.

 

Tip: A goal is able to have a domain, sub-goals and due dates set against it. Multiple administrative and trainer users are able to be assigned as contributors to a goal.

Update a goal

  1. Search for a goal
  2. Click the Update icon next to a goal
  3. Make changes to the goal as required
  4. Click Submit

Delete a goal

  1. View or update a goal
  2. Hover over Actions and click Delete
  3. Click Ok when prompted to confirm the deletion

Create a task

Tasks are able to be created as part of an existing goal in the system or as a standalone task.

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Add New Task

  1. Set the Name of the task
  2. Set the Status of the task
  3. Set the task Priority
  4. Set the Due Date
  5. Set the Goal the task applies to
  6. Click Submit
 

Tip: A task can be created when viewing a goal. This will automatically set the task within the goal being viewed unless the task goal is changed during creation.

Complete a task

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Add New Task

  1. Hover over User Tasks and click All User Tasks
  2. Search for the task
  3. Click the Green Tick icon
 

Tip: A task can also be marked as complete from the contact profile of the assignee.

Update a task

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Add New Task

  1. Hover over User Tasks and click All User Tasks
  2. Search for the task
  3. Click the Update icon
  4. Make changes to the task as required
  5. Click Save Task
 

Tip: A task can also be updated from the contact profile of the assignee.

Delete a task

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Add New Task

  1. Hover over User Tasks and click All User Tasks
  2. Search for the task
  3. Click the Delete icon
  4. Click Ok when prompted to confirm the deletion
 

Tip: A task can also be deleted from the contact profile of the assignee.

Search goals and tasks

  1. Select whether you are searching for goals or tasks
  2. Enter the terms of your search
  3. Click Search
  4. Click the View or Update icon to see the details of the goal or task
 

Tip: Tasks will show in the search within the goal it contributes to. Expand a goal to show the tasks that have been assigned to it.

 

Note: When searching for tasks, any that are not assigned to a goal will appear under Unassigned at the top of the search results.

Create a goal category

Goal categories and sub-categories can be created to organise goals in your system. Goals can be assigned to a category when creating or updating a goal.

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Goal Categories

  1. Click Add New Top Level Category
  2. Set the name of the Category
  3. Set the parent category if it is a Sub Category of an existing category
  4. Click Submit

Update a goal category

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Goal Categories

  1. Click the Update icon next to a category
  2. Make changes to the category as required
  3. Click Submit

Delete a goal category

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Goal Categories

  1. Click the Delete icon next to a category
  2. Click Ok when prompted to confirm the deletion

Add a note to goal or task

Notes can be added to goals or tasks when viewing, updating or searching for goals or tasks.

  1. Search for a goal or task
  2. Click the Add Note icon next to a goal or task
  3. Enter the content of the note
  4. Click Add Note
 

Tip: Contact notes can be emailed by ticking the Email Note checkbox and entering the details of the sender and recipients.

 

Note: You can track the time spent working on a goal when adding a note to a goal. Time needs to be recorded as a decimal value of the amount of hours spent i.e. 1.5 = 1h 30m.

Goals / Quality Register Webinar

This webinar demonstrates:

  • Creating Goal Categories
  • Creating Goals
  • Assigning Tasks
  • Tracking Time
  • Reporting on Goals and Tasks
  • Configuring the Quality Task Dashboard Widget

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