Explaining How to Use Admin Menu Goal Templates 😊
In this video, I will guide you through the process of using the admin menu goal templates. We will start by accessing the settings and scrolling down to goal templates. If you are a new provider, the list will be empty. I will show you how to copy over global templates and then explain how to identify templates with a "P" badge, which indicates provider responsibility. Using the example of "Resolve Pending Eviction," I will demonstrate how to edit a template and discuss the importance of doing so. We will also explore how to add community-based resources and customize milestones and action items. By the end of the video, you will have a clear understanding of how to navigate and manage goal templates effectively. No action is required from you, but feel free to follow along and make changes based on your provider's needs.
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