Overview
The Goals feature allows super admins to set measurable learning targets for learners. Goals are made up of one or more categories, each configured to track either minutes or points.
Once configured, goals can be assigned to individual learners, who can achieve them by completing topics or pathways linked to those categories.
Notes:
The Goals feature replaces the previous Continuing Education (CE, CPD, CLE) tracking method. You can manage CE requirements using this feature.
To use this feature, firstly ensure it is enabled in the Subscription area of your admin portal.
Key concepts
Categories
Must be created before creating any goals.
Each category tracks either minutes or points.
Categories must be linked to topics or pathways (via their Settings tab), with a defined number of minutes or points earned upon completion.
Goals
A goal includes a name, an optional label for reporting, and an optional description. It must specify a tracking type (either minutes or points), as well as a start month and a duration (one, two, or three years). Finally, each goal must define one or more targets (categories), each with the required minutes or points to complete.
Notes:
Only super admins can create and edit goals. You can edit goals at any time.
Editing an existing goal can affect the progress status of learners assigned to it. For example, reducing a target may cause learners who were previously incomplete to appear completed, while increasing a target may move learners who had already achieved it back to “in progress.”
Learner assignment
Currently, goals are assigned per learner by an admin via the learner's profile in the admin area of your portal. In the future, you will be able to assign or update goals via a CSV upload.
Learners achieve goals by completing topics or pathways that award the required minutes or points (using categories).
Team leaders can also view their team’s progress towards achieving goals.
Step 1: Setting up categories
Before you can create a goal, you need to set up one or more categories for the goal.
Each category related to a goal must be configured to have ‘Points’ or ‘Minutes’ enabled in the ‘Goals’ column.
Note: Only goals configured to track points or minutes can be used when defining a goal.
For more information about creating categories, click here.
Step 2: Creating a goal
Only super admins can create goals. To add a new goal, follow these steps:
Go to Admin → Account → Goals.
Click the ‘I want to…’ button and select Create goal.
Provide the goal information:
Name (required): Enter the name of the goal.
Description (optional): Enter a description of the goal.
Tracking Type (required): Select Minutes or Points.
Start Month (required): Select the month your goal period starts. The default setting is January.
Duration (required): Select the period the goal relates to. This can be 1, 2, or 3 years. The default setting is 1 year.
Label (optional): Enter a label for reporting purposes.
Targets (Categories) (required): Enable the relevant categories. Only categories with the same tracking type as the goal are available. Enter the required minutes or points for each enabled category.
Click Save.
Step 3: Linking categories to topics or pathways
To ensure a topic or pathway contributes to goal progress, assign one or more relevant categories to it from the Settings tab. For each category, specify the number of minutes or points the learner will earn upon completion.
For steps to assign categories, see the relevant support articles here:
Topics – click here
Pathways – click here
Step 4: Assigning goals and enrolling learners in supporting topics or pathways
Goals cannot currently be assigned in bulk. They must be assigned individually.
To assign a goal to a learner, follow these steps:
Open the learner’s profile via the People page in admin.
Click Edit Goals under the ‘Goals’ panel.
Select one or more goals to assign.
Click Save.
To ensure learners can make progress toward goals:
Enrol learners in relevant topics or pathways OR
Ensure relevant topics or pathways are available to them for self‑enrolment via their catalogue.
Note: If relying on self-enrolment, it’s especially important to ensure learners understand their goal requirements and know how to enrol themselves in the supporting topics or pathways through their catalogue.
Step 5: Monitoring goal progress
For admins
Admins can review progress in two places:
Learner profile (via the People page in admin):
Navigate to the Goals tab for detailed progress for each assigned goal.
Goals reports (via the Analytics page in admin):
Goals Summary
Goals Targets
Goals Progress
Goals Achieved
For learners
Learners can view their own progress via their learner homepage on:
The Dashboard tab (under ‘Progress’)
The Profile tab (under the 'Goals')
For team leaders
Team leaders can view their team's progress on the Team tab of their learner homepage, under 'Goals'.
FAQs
How can I use the Goals feature to record continuing education (CPD, CLE)?
Use Goals to record and track continuing education, including CPD, CLE, CE points, hours, and other compliance-based requirements by:
Creating categories that represent your CE types (e.g. Ethics, Technical, General).
Creating a goal that defines the required minutes or points for each CE category.
Linking categories to topics or pathways, assigning the goal to learners, and enrolling those learners into the relevant topics or pathways.
Can I change a goal after learners have started working on it?
Yes. However, changes may affect the progress status of learners with the goal assigned to them. For example, they may change from in progress to completed or vice versa depending on the change.
Why can’t I add certain categories to a goal?
Only categories with a matching tracking type (Minutes or Points) can be added. If a category has both Minutes and Points enabled or it has neither, the category won't be available to add to the goal.
What happens if I change a category’s tracking type?
A category's tracking type cannot be switched after it has been assigned to a goal.
Why is a learner not progressing toward their goal?
The most common reasons for this are:
They aren’t enrolled or able to self‑enrol in required topics/pathways.
The topics or pathways they’re enrolled in aren’t linked to a category associated with one of their goals.
The category doesn’t have defined minutes or points on the topic or pathway.
They're not aware of their goal or training requirements.
Can I disable the Goals feature in my portal?
Yes. The Goals feature is on by default in all portals, however, for some organisations, use of this feature may not be applicable and you might prefer to switch it off. To do this, navigate to Admin → Account → Subscription, locate the 'Goals' panel and switch the toggle off.
Do the targets for each category have to equal the goals total target?
Not necessarily. They can match, but you can also set a total goal target that exceeds the combined targets of its categories. This can be useful when users must achieve a minimum number of points or hours across certain categories, then earn the remaining points in whichever category they choose.
We previously used the Continuing Education feature to track points and time. Can we still access and report on that historical data now that the Goals feature has replaced it?
Yes, but only if you set up a replacement Goal. The old Continuing Education feature has been deprecated, along with its yearly points or minutes report. To continue reporting in the same way, you’ll need to recreate your tracking through a Goal. The process is straightforward:
Review your categories:
Make sure each category is set to track either points or time, since Goals requires one or the other.Create a goal:
Create a Goal and add your categories to it. Set the start month to what you were using for continuing education.Assign the goal to users:
Assign the goal to all relevant users either individually or by csv import.Use one of the new Goals reports:
Report on goals progress using one of the goals reports.
Examples
Below are some example use cases for the Goals feature:
Continuing Education (CE / CPD / CLE)
CPD annual goal: 600 minutes total (e.g. 360 Technical, 240 Ethics)
CLE requirement: 12 points (e.g. 8 Substantive, 4 Ethics)
Compliance
Safety training: 120 minutes of Safety + Emergency training
Data security: 3 points of cybersecurity learning
Onboarding
New employee goal: 120 minutes of compliance + systems training
New manager goal: 5 points in leadership basics
Skill development
Career growth goal: 4 points soft skills, 4 points technical
Product knowledge: 120 minutes of product training
Organisation-wide
Annual learning goal: 3 points in culture, values, or innovation
Troubleshooting
The following are scenarios you may encounter followed by steps to troubleshoot.
A category is not appearing to be enabled for a goal
Confirm the category has the corresponding tracking type enabled: minutes or points (at Admin → Account → Categories). Please note, one of these options must be enabled. If neither, both, or the incorrect tracking type are enabled, the category won't show when enabling categories for a goal.
Learner shows no progress
Confirm the learner is assigned the goal.
Check that each required category is linked to at least one topic or pathway.
Verify that the learner is enrolled in applicable topics or pathways or can self-enrol via their catalogue.
Ensure the learner is aware of their goals and the topics or pathways they're required to complete in order to achieve their goals.
Goal isn’t appearing for assignment
Ensure the goal has been created.
Report data looks incorrect
Check that goals and categories are configured correctly.
Confirm that the applicable topics/pathways award the correct minutes or points.