Description and Utility
The Self-Guided Goal function allows schools the capacity to bypass the Goal Wizard Goal Setting tool for a more streamlined goal creation process. In lieu of the multi-step guided Goal Wizard process, the Self-Guided Goal option provides a one-page form where users can enter their Goal information without the coaching questions.
The Self-Guided Goal option retains all of the features of the Goal Wizard, such as associating your Goal with a Theme (or Category), adding action items, and setting check-in frequency.
Enabling Self-guided Goals
The myFolio Admin has the option of allowing users to use just the Goal Wizard, just the Self-guided Goal, or both from the Goal Wizard Customizations page.
How users choose the Self-guided Goal
When both the Goal Wizard and the Self-guided Goal are enabled, an “Add Self-Guided Goal” button will appear on the “Welcome!” step of the Goal Wizard.
Clicking the button will bring up the Self-guided Goal page. Clicking Next will start the Goal Wizard steps.
If only the Goal Wizard is “On”, the Goal Wizard will appear without the “Add Self-Guided Goal” button.
If only the Self-guided Goal is enabled, the Self-guided Goal page will appear when the “Add Goal” button is clicked.
Goal Wizard Goals and Self-guided Goals will all appear together on the employee’s Goal page.