Client Services Salesforce

Navigating Outcomes on the Make Progress Program Engagement

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When a client enters Make Progress, we track their progress in five outcome areas: Spiritual, Emotional, Relational, Vocational, and Housing. Actions taken by Make Progress staff are logged in the system, visually displaying client progress on the Make Progress Program Engagement. This allows staff to know at any moment where the client is in meeting their outcomes.

This article describes how to navigate the visual Outcomes on the Make Progress Program Engagement.

1. Visual Outcome Box

2. Scorecard: A link to a SharePoint spreadsheet that details each Outcome Activity performed by staff in the system and the Task Points a client receives for those Activities.

3. Outcome Donut Charts: Charts showing the points received in an Outcome Area divided by the points possible, based on the client's persona.

4. Clickable Outcome Title: Clicking on the Outcome title takes you to a list view that shows all points a client has received in that area.

To understand how to navigate the individual Outcome Area list view, click here.

Scroll down on the page to just below VTAs.

6. Outcomes Listview: Displays the five main Outcome areas for the client and the overall points they have received so far. Clicking on any Outcome name takes you to a detailed list view showing all points the client has received in that specific Outcome area.  

To understand how to navigate the individual Outcome Area list view, click here.

Scroll down slightly.

7. Outcome Activities: Displays all Outcome activities completed and tracked by staff in Make Progress, including the related outcome, the Task Points the client received, and the date the activity was last modified.

8. View All: Clicking this will take you to a list view of all Outcome Activities a client has completed and that a staff member has tracked in Make Progress.

Outcomes Navigated!

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