1 The Organize option for is available in Skill Objectives, Goal Plans, Score Sheets, Assessment Plans, Assessment Score Sheets.

This tutorial will demonstrate some of the Organize options that are available using the Goal Plan.

2 Click Goal Plans

3 Click the name of your goal plan to open

4 Click Plan Items: 11

5 The Organize option is available by clicking ...

6 Click Organize

7 All of the plan items will display in this simplified viewing window. From this display you can multi select items to drag/drop, copy or move. From here you can create or remove Activities. To see just the activities and not the plan items, click ...

8 Click Collapse All

9 In a collapsed view, the Activities (Default is Domains) can be ordered. The order of the Goal Plan will pull into a Score Sheet.

Simply drag and drop the activities in this collapsed view to adjust the order of the activities.

10 To create a new Activity, click +Add

11 Enter the new Activity name and click OK

12 A new Activity will default to the bottom of the activity list. I've drug "Highest Priority" to the top of the Activities so it will be the top Activity. The Activities will appear in order in tabs on Scout as well.

13 Use the arrows next to an activity in order to expand that activity with the individual plan items. 

14 I want to Copy this target into "Highest Priority". By choosing Copy, that target will remain in Social Skills but also be added to "Highest Priority".

Select the plan item/s and cilck copy

15 Click Highest Priority

16 Click Apply

17 Notice that the target now appears in both Activities. 

18 Click the arrow to expand Categories

19 Click /Move to move selected items into an activity

20 Click Highest Priority

21 Click Apply

22 The Target R1 is no longer in Categories and has been moved into Highest priority 

23 (Not shown: created 1:1 time) I will move the items for categories into 1:1 time

24 Now that I have the 2 items selected, I can simply drag them into the 1:1 activity

25 There they are!

26 I'll click Collapse All to see the activity list

27 Communication and Categories are both empty now that I've moved the items into 1:1 time, so they can be removed

28 Click yes

29 Not pictured, you also have the option to rename an activity by clicking on it. and selecting Rename (right beside remove)

After organization is complete, press Apply

30 Scroll up and click >Save

The Goal Plan will now be ordered in the way you selected. 

31 That's it. You're done.