Upload Life Plan Goals

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Getting Started

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Navigate to the Upload Tool

1. Go to Settings in your Kibu navigation
2. Navigate to Global Life Plan View
3. Click the Upload Life Plans button

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Step 1: Download the Template

1. Click the Download Template button
2. The template file will be saved to your computer
3. Open the template file in Excel or similar spreadsheet application

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Step 2: Understanding the Template Structure

• Goals Tab - Where you’ll define your life plan goals
• Tasks Tab - Where you’ll add questions/tasks for each goal

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Step 3: Creating Goals (Goals Tab)

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Required Information

• Goal Key (Unique identifier) - Use any number (we recommend starting at 1)
• Title (Required) - Name of your goal
• Description - Optional descriptive text
• Start Date - Will default to today’s date if left empty
• End Date - Will default to “forever” if left empty

Note: In the template, you will see columns for member name and member ID. Do not edit these fields—they are used to match goals to the correct individual and should remain unchanged.

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Goal Key Guidelines

• Each goal must have a unique number
• Use consecutive numbers (1, 2, 3, etc.) for easier tracking
• Never duplicate goal keys - each must be unique
• You’ll use this same key number to link tasks to the goal

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Example

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Step 4: Adding Tasks (Tasks Tab)

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The Process

1. For each task, enter the same Goal Key as the goal it belongs to
2. Define the task details:
   • Type of question (Yes/No, Select, Paragraph, etc.)
   • Question or instruction to ask
   • Required completion tracking details

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Example

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Best Practices

• One goal can have many tasks (unlimited)
• Use descriptive questions that are easy to understand
• Consider what information you actually need to track progress

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Step 5: Uploading Your Goals

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Prepare for Upload

1. Save or export your template as an Excel (.xlsx) file
2. Navigate back to the Life Plans section where you downloaded the template
3. Click the Upload button
4. Select the completed template file from your computer

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Review and Upload

• Verify all mandatory fields are completed
• Check that Goal Keys match between tabs
• Review any formatting warnings or errors
• Click Confirm Upload when ready

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Step 6: Managing Goal Assignment

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Default Settings

• Be visible to all groups (default setting)
• Be available on member profiles
• Appear in service records

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Customizing Group Access

1. Navigate to the member’s profile
2. Edit the specific goal
3. Select or modify which groups can access the goal
4. Save changes

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Troubleshooting

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Common Issues

1. Duplicate Goal Keys - Double-check unique identifiers
2. Missing Titles - Verify all goals have titles completed
3. Format Errors - Review cell formats in the template
4. Goal Key Mismatches - Ensure tasks use the same keys as goals

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Getting Help

1. Check the error messages before finalizing
2. Download a fresh template if corrupted
3. Verify Excel version compatibility
4. Contact support if problems persist

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Best Practices

1. Plan Before Upload
   • Think about how often you’ll track each goal
   • Consider goal end dates carefully
   • Design clear, measurable tasks
2. Keep Templates Simple
   • Don’t overcomplicate task questions
   • Use concise and clear language
   • Test with a few goals before bulk uploads
3. Organization Tips
   • Group related goals with consecutive keys
   • Use meaningful titles for easy identification
   • Document your goal key system
4. Follow-up
   • Review uploaded goals before assigning to members
   • Confirm goals appear correctly in member profiles
   • Test goal tracking to ensure proper functionality