Setting up the Goal Tracking Resource

Click the Settings link at the top of the Goal Tracking resource. Each section within the settings page will help you to define how and what the Goal tracking resource will track. Begin with the first section and then move on to the next using the guide to the settings below. 

Instructions and configurations

Click the Instructions and Configurations link to share instructions to the members and to adjust the settings parameters. 

Enter/Update a Short Message to Appear on Group Home Page:

Enter/Update Detailed Instruction to Users on how to use this Resource:

Allows administrator to provide parents with instructions on how to use the resource.

Continue to scroll down to the settings section and make the appropriate settings decisions.

After you specify the settings parameters, click Update.

What is tracked? Time, Count or Amount

Click the What is tracked? link to set the tracking information. 

You may specify the type of item that you want to track such as time, amount, or count. Review the settings and modify as appropriate.

You may also track secondary item. For example, when tracking scrip purchases - parents can see the total purchase and actual amount to school.

Categories

Click the Categorieslink to add and update the event categories. 

Categories are useful in tracking different kinds of events - especially if your school breaks down service hours into types for easy tracking. You may setup any categories that are required. When using the sync capabilities of Goal Tracking and Volunteer Calendar, consider making the categories the same so that it will be easier to report.

Example of Scrip purchase categories

Note:You can either edit the entry details or delete entries using Edit/Delete links throughout the pages.

Click Add to save the categories.

Items 

Using items allows administrators to identify specific tasks, click the Items link to add and update the entry items. Items may be attributed to more general categories.

Enter the item details and click Add to save the items.