Use the selected profile's Goals tab to find a goal, check its status, and move a proposed goal to Active when it is ready for data collection.

Before you begin

Make sure the correct client or student is selected. An Active goal can be selected during a session. A Proposed goal cannot be selected for session data until it is moved to Active.

Review goals by status

1. Open Profiles and choose the correct client or student.
2. Select Goals.
3. Select a view:
   • Active
   • Proposed
   • Completed
   • Archived
4. Use Search goals... to narrow the list when needed.

Use Completed for goals that have been finished and Archived for goals no longer in the active list. Check your organization's process before changing either status.

Move a proposed goal to Active

1. Select Proposed.
2. Find the goal you want to use in sessions.
3. Open the menu at the end of the goal row.
4. Select Mark as Active.
5. Open Active and check that the goal appears there.

The goal now appears under Active and can be selected when you add goals to a session.

Review the proposed-goal menu

A proposed goal's menu can include:

• Edit
• Copy to clipboard
• Mark as Active
• Archive
• Delete

Before using Edit, Archive, or Delete, make sure you selected the correct client or student and goal. Contact iSpeax Support before deleting a goal if you need to preserve its history or understand which records the action affects.

If a goal is missing

• Make sure the correct client or student is selected.
• Clear Search goals....
• Check Active, Proposed, Completed, and Archived.
• If a proposed goal is missing from a session, return to Goals and check whether it needs to be moved to Active.