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Using the Caseload Management Tools

Adding Student Goals

Learn how to add, edit and delete student goals.

Last updated on 30 Oct, 2025

 

Adding Custom Goals

  1. To add a custom goal, go to Caseload > Students > Choose a Student > Goals

  2. Click 'Add Goal' and click 'Custom'.

  3. Add a name for your goal. 

  4. Choose a skill from the drop-down list. 

  5. Choose the type of data you will chart. *If you do not do this, your session logs will not be able to take data. This is how the system knows what type of data to add to session logs.

  6. Type the entire goal into the text box and click Save.

Adding Standard Goals

  1. To add a standard goal, go to Caseload > Students > Choose a Student > Goals

  2. Click 'Add Goal' and click 'Standard'.

  3. Add a name for your goal. 

  4. Choose a skill from the drop-down list and continue to choose from each drop-down list.

  5. Fill in the accuracy section with the goal numbers.  

  6. Click Save.

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