PROVIDER GOAL TEMPLATES
We hope these articles will help navigate you through the process of importing and creating your provider goal templates for use in navigational support. This article assumes you know how to login to your system, you are aware of the resources in your community and they have been added to the system, you are familiar with how to create SMART goals, and you are a user who has been permissioned by your system administrator to have access to the goal templates. If those assumptions are inaccurate, please see previous knowledge-based articles on How to login to ARMS, Managing Resources, how to create SMART Goals, and Permissions before continuing with this article.
IMPORTING PROVIDER GOAL TEMPLATES:
1. Login to your ARMS system
2. Navigate to the top left side and select the menu button 
3. Select ‘Settings’
4. Select ‘Goal Templates’
5. Navigate towards the top right-hand side of your screen and select ‘copy over global templates’
6. This will open a pop-up window asking you to import template from global template. Select the drop down to expand the list of available template options.
Select the templates on the list with the 
symbol by clicking on the checkbox to the left of the template name. The 
symbol identifies the templates that require a provider to complete task(s) to configure the goal template.
7. Once you have selected the provider templates click on the ‘import to my directory’ button.
A pop-up window will open asking “Are you sure?”
- If you are sure select ‘yes’ to continue
- If you selected the wrong template by mistake, select ‘no’ to be brought back to the list
After you select yes, it will bring you to the goal template(s) selected which will allow you to modify the provider templates before saving for future use. Please select the close button on the bottom right corner of the screen and follow the process of modifying templates described below.
MODIFYING IMPORTED PROVIDER GOAL TEMPLATES
Once you have imported the provider goal templates you will need to make some modifications for use in certain goals during navigational support. Please follow the steps below to access and modify the templates that will be auto generated upon completion of the REC CAP assessments. When modifying these templates please keep in mind the goal is to create a template for your program that will reduce the time the navigator and client need to spend adjusting these goals in the system in the future. You want to create a high-level SMART goal that can be easily modified in the session that isn’t person specific.
NAVIGATING TO GOAL TEMPLATE LIST
1. Login to your ARMS system
2. Navigate to the top left side and select the menu button 
3. Select ‘Settings’
4. Select ‘Goal Templates’
5. This will display the list of templates available in your system. Select a provider template by clicking on the 
button to view it. Remember you can always identify the provider templates as they have the provider symbol 
listed.
***you may be asked to allow the system to know your location. Please always select ‘allow’ when prompted for the system to function properly when utilizing certain features***
MODIFYING IMPORTED PROVIDER GOAL TEMPLATES
1. Once the template you selected to view is displayed on the screen you are now able to modify it accordingly. Remember the goal is to create high-level system wide SMART goals that can be easily modified between navigator and client. The system easily identifies the items flagged for the provider to modify by displaying the provider symbol 
on the left of the task. In this example,
it has a suggested task of ‘Select a local Debt & Credit Counseling Service’ as the identified task for the provider to review/modify.
There are two resources tagged to this task for review/modification by the provider. By clicking on the ‘credit counselling society’ you will be able to view the information about the resource. Once you have reviewed the resource select the 'X' in the top right-hand corner to return to the goal template. Now review the second resource tagged titled ‘what to expect during a credit counselling session’. Again, once you are done reviewing the suggested resource select the 'X' button in the top right-hand corner of the pop-up window to return to the goal template.
2. If you would like to remove the resources listed select the 'x' displayed to the left of the resource name in the grey area.
3. I f you would like to tag a new resource to any of the tasks, select the 
symbol to expand the resource window.
Please note resources are organized into two tabs ‘Files’ and ‘Organizations’. Files are articles, links, pages, or documents, whereas Organizations are companies, contacts, websites, etc
4. Select ‘Organizations’ and search for the name of the resource by typing in the ‘Resource name’ field.
5. Select the resource by clicking on checkbox to the left of the name and then selecting ‘assign’ on the bottom right
To edit the name of the milestone
1. select the menu button to the right side of the milestone 
and select ‘edit’.
2. Rename the milestone and select the 
to save
To add a milestone
1. Select the 
button and enter the sequence number you would like to assign to it in the ‘sequence order’ line.
2. Enter the name of the milestone in the ‘milestone name’ line and s elect the 
to save
To add a task(s) below a milestone
1. Navigate to and select the plus symbol to the left below the milestone
2. Select the 'type' from the drop-down menu. We suggest either the SGT (single goal task) or the RGT (recurring goal task) as the most popular options depending on the task. If this will be a one-time task, select the single goal task.
3. Enter the name of the task in the ‘action item name’ field.
4. Enter the duration of days for completion of this task. We recommend using 30 days as this is a high-level goal template which will be modified between navigator and client.
5. Select 'Save'
To edit an existing task
1. Select the 
button on the right of the task item
2. Select ‘edit’
3. Once you have changed the information and are ready to save select ‘save’ on the bottom right
To delete a task
1. Select the 
button on the right
2. Select ‘delete’
Once you are done modifying the provider goal template remember to select ‘SAVE’ towards the top right