Mark a client goal as resolved

Refer to the MSD BFC Service Guidelines for more information on the Client Led Outcomes and completing goals.

Marking a client goal as “resolved” indicates that the goal has either been reached, or resolved some other way. Let’s assume the following is your client’s goal:

“Pay off my car loan by November this year so I can start saving for Christmas.”

If your client has paid off the car loan, we can consider the goal as having been reached. So, we’d mark this goal as “resolved”. However, if your incredible financial mentoring work results in the client’s debt being written off, you can still mark it as “resolved” even though it wasn’t achieved in exactly the way the goal was articulated.

Note: Resolving a goal cannot be undone. Once a goal is resolved, you can no longer rate progress toward that goal.

Resolve the goal

1 - Navigate to the client record you wish to resolve the goal for.

2 - In the side-navigation, click on Goals.  

3 - Click on the Resolve button.

4 - Client Voices will ask you if you're sure because once you mark the goal as resolved you cannot undo it. If you're sure you want to resolve the goal, click on the Resolve button.

A label now indicates the goal is resolved.