By default, you must be clocked into your shift and running a service in order to log any goals for that client. Admins may allow you to log goals after the shift ends (setting enabled through the Giv Dashboard).
Step 1: open the shift
If the shift is active:
Login to the app
Tap View shift at the top of the Home screen
Select the client under the Clients section
If the shift is completed:
Login to the app
Scroll down to the Shifts section on the Home screen
Select the Past tab
Tap the past shift you want to add notes
Select the client under the Clients section
Step 2: access the goals section
Tap the Goals tile near the top of the screen
You will see a list of goals that have been assigned to the client (as set by the agency).
Note: If no goals appear, the client has no goals assigned to them in their client profile. Contact your admin team.
Step 3: log goal progress
Select the goal worked on during the shift
Select the Time Completed on the goal
Fill out each field—these are customized by your agency admin
Tap Log Activity
Note: You can log progress toward multiple goals or the same goal more than once during a shift.
Step 4: review logged goals
To view completed goal activities on a shift, tap View History in the Goal tile. Ensure all documentation is tied to the correct service and time.
For goal-related questions:
Contact your agency manager
Or email: [email protected]