> ## Documentation Index
> Fetch the complete documentation index at: https://help.kibu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Life Plan Goal Acknowledgement

<Frame caption="The Life Plan Goals settings page where administrators configure acknowledgement behavior.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-10-at-14.43.50@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=77086d107b262d92a12fd8280851df57" alt="Clean Shot 2026 07 10 At 14 43 50@2x" width="3104" height="1734" data-path="images/CleanShot-2026-07-10-at-14.43.50@2x.png" />
</Frame>

Life Plan Goal Acknowledgements give your organization a way to confirm that staff have read and understood each member's life plan and goals before completing service records. Administrators configure how acknowledgements work at the organization level.

To configure acknowledgements:

<Steps>
  <Step title="Navigate to Settings" />

  <Step title="Select the Life Plan Goals section" />

  <Step title="Choose your preferred acknowledgement settings" />

  <Step title="Save" />
</Steps>

## Setting Up Acknowledgements

<Note>
  Administrators can choose from three acknowledgement behaviors to appear in staff notes when plans need to be acknowledged.
</Note>

<Frame caption="The three acknowledgement behavior options available in the Life Plan Goals settings.">
  <img src="https://mintcdn.com/kibu/ZDyUo9TRgxd6GSZX/images/chrome_GBVncMNSUS.png?fit=max&auto=format&n=ZDyUo9TRgxd6GSZX&q=85&s=a2d79d4bddc6234c5053c28b9396422e" alt="Chrome GB Vnc MNSUS" width="575" height="332" data-path="images/chrome_GBVncMNSUS.png" />
</Frame>

<Columns cols={3}>
  <Card title="None" icon="minus-circle">
    Staff will not be visually reminded about acknowledgments in the service record.
  </Card>

  <Card title="Required to sign" type="warning" icon="lock">
    Staff must acknowledge the life plan before they can sign a service record.
  </Card>

  <Card title="Reminder shown" type="note" icon="bell">
    Staff see a reminder, but it does not prevent them from signing service records.
  </Card>
</Columns>

## When Re-Acknowledgement Is Required

Administrators can require staff to re-acknowledge a goal in two situations:

<Columns cols={2}>
  <Card title="When a goal is updated" icon="pencil">
    Any change to the goal triggers re-acknowledgement.
  </Card>

  <Card title="After a set number of days" icon="calendar">
    Goals must be re-acknowledged on a regular schedule.
  </Card>
</Columns>

## The Staff Experience

<Frame caption="The acknowledgement prompt staff see when opening a member's life plan goals in a service record.">
  <img src="https://mintcdn.com/kibu/ZDyUo9TRgxd6GSZX/images/chrome_3OqKGFDpIT.png?fit=max&auto=format&n=ZDyUo9TRgxd6GSZX&q=85&s=e8ae4f7c1eeae32e9ad14da3f81c7e1a" alt="Chrome 3oq KGF Dp IT" width="731" height="370" data-path="images/chrome_3OqKGFDpIT.png" />
</Frame>

When acknowledgements are required, staff will see a prompt when opening a member's life plan goals in a service record. They must confirm they have reviewed the goal before proceeding.

If a goal has been updated since it was last acknowledged, it will be marked as needing re-acknowledgement and staff will see a notice to review the changes.

<Frame caption="A goal marked as needing re-acknowledgement after it was updated.">
  <img src="https://mintcdn.com/kibu/PaECA7YJd03mVO7z/images/2026-06-18_15.55.44.png?fit=max&auto=format&n=PaECA7YJd03mVO7z&q=85&s=1a08b4316b743c322fb91d24bbf00384" alt="Chrome Cp M5z6e In B" width="1046" height="536" data-path="images/2026-06-18_15.55.44.png" />
</Frame>

## Acknowledgements Overview

<Note>
  Administrators can view all acknowledgements across the entire organization from the Acknowledgements Overview page.
</Note>

This shows:

* Which life plans have been acknowledged and by whom
* Which life plans are pending acknowledgement
* Acknowledgement history per member and per admins & staff

To access the overview:

<Steps>
  <Step title="Navigate to the Life Plan Goals section" />

  <Step title="Select the Acknowledgements tab or page" />
</Steps>

<Frame caption="The Acknowledgements Overview page showing acknowledgement status across the organization.">
  <img src="https://mintcdn.com/kibu/ZDyUo9TRgxd6GSZX/images/chrome_DkTYPL9eYS-1.png?fit=max&auto=format&n=ZDyUo9TRgxd6GSZX&q=85&s=91262260df586685a347acf51f5a3edf" alt="Chrome Dk Typl9e YS 1" width="2013" height="1038" data-path="images/chrome_DkTYPL9eYS-1.png" />
</Frame>

## Exporting a Report

In the Acknowledgements report, click the **Download** button to export an Excel spreadsheet. You can choose between a member-level or staff-level report showing what has been acknowledged and what is outstanding.

## Marking a Goal as Outdated

Administrators can manually mark a goal as outdated from the goal's edit page. This immediately triggers re-acknowledgement requirements for staff assigned to that member.

<Frame>
  <img alt="2026 06 18 15 55 44 1" title="2026 06 18 15 55 44 1" lightAlt="2026 06 18 15 55 44 1" darkAlt="2026 06 18 15 55 44 1" src="https://mintcdn.com/kibu/PaECA7YJd03mVO7z/images/2026-06-18_16.00.08.png?fit=max&auto=format&n=PaECA7YJd03mVO7z&q=85&s=0d86a30ace239ef131f4497d777497de" className="dark:hidden" width="930" height="574" data-path="images/2026-06-18_16.00.08.png" />

  <img alt="2026 06 18 15 55 44 1" title="2026 06 18 15 55 44 1" lightAlt="2026 06 18 15 55 44 1" darkAlt="2026 06 18 15 55 44 1" src="https://mintcdn.com/kibu/PaECA7YJd03mVO7z/images/2026-06-18_15.55.44-1.png?fit=max&auto=format&n=PaECA7YJd03mVO7z&q=85&s=d8f8f1f823fa405ba71ce9f140c21c2c" className="hidden dark:block" width="1046" height="536" data-path="images/2026-06-18_15.55.44-1.png" />
</Frame>
