Goal Tabs and Properties

A Goal item provides details of the goal item created by the academic advisor for purposes of student retention.

The Goal object window contains the following tabs:

Properties Tab

This tab contains system and custom Properties created for the Document Status object. The following table describes these properties:

Property (* indicates mandatory property)	Description	Updated By	Can Edit / Delete in Business Administrator
Goal Name*	The Goal item name.	User	Yes
Owner	The owner of the item. Typically, when CampusNexus CRM is integrated with an SIS, the value of this field is None.	System / User	Yes
Team	Displays the team to which the associated academic advisor belongs.	User	Yes
Created On	The date and time when the Goal record was created.	System	No
Last Updated	The date and time when the Goal record was last updated.	System	No
Goal Type	Displays the type or category of goal. A goal can be any of the following types: • Personal • Educational • Social	User	Yes
Start Date	The starting date for the goal period.	User	Yes
Proposed Completion Date	The date when the goal is proposed to be achieved.	User	Yes
Actual Completion Date	The actual date when the goal is achieved.	User	Yes
Status	Indicates the goal status. A goal can have any of the following statuses: • To Do • In Progress • Completed • Removed	User	Yes
Percentage Complete	Indicates the percentage of goal completion.	User	Yes
Link to Contact	Displays the contact that is associated with the goal item.	User	Yes

History Tab

This tab lists the actions performed on the Goal item. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Document Status event options from the Events tab.

Comment Tab

The Comments tab enables you to specify additional information about a goal. The information can be used for reference purposes, or to convey information about the goal to another user within your institution.