As an Admin/ Clinician, you may want to add a goal for the record. This goal can then be presented back to participants inside the application. There are two ways you can do this.

Add a goal to an existing record

Here is the step-by-step guide

Step 1: Access the Record ID

• Navigate to the Home page and click on Record Dashboard

• Click on the Record ID as shown below where you would like to Add/Edit Goals

Step 2: Navigate to goals

• The next step is to navigate to the Goals tab as shown in the image below.
• Then, click on the Edit button.

Step 3: Add new goal 

• Here you can add the new goal. Let us explain all the different fields:
  • Goal title. This is the title of the goal. This is used to describe what you want to achieve (e.g. Exercise 30 mins a day with peak heartrate at 120/m)
  • Badge title. If you want to add a badge to your goal, you can add a title here (e.g. LONG-TERM)
  • Badge colour. The colour of the badge that will be added (e.g. Red)
  • Goal label. If you want to label a goal, you can add it here (e.g. Cardiology)
  • Goal icon. If you want to show an icon related to your label, you can select it here (e.g. Medicine). A full explanation of all the icons will follow shortly
  • Review date. The date the goal will be reviewed. In the app, it will be shown as overdue when the date is past

Overview of adding a goal to a record. 

Overview of how the goals are presented in the application 

Reminder: Don’t forget to save the goal before proceeding to the next one.

Add a goal to a new record

Here is the step-by-step guide

Step 1: Edit program

• Go to the WeGuide Admin portal.
• Then, click on the Edit Programs tab.
• Find the relevant program to which you want to add the participant’s goals and click on Edit under the Actions column. See the image below:

Step 2: Add Record

• This will further lead you to the Edit Program Builder page, here you can click on the Add Record button.

• You can now add the required details to your Record.
• When you finish, you can then click on the Next button. See the below image:

Step 3: Add Goal

• Above step will lead you to Add Goal page.
• Click on Add new goal, and you can add multiple goals by following similar steps.

• You can now add your goal. For an explanation about what the different fields for the goal mean, see Step 1. 

You have now added a goal to your record, well done! 

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