CallTrax NEXT Creating Goals (CLTX604)

The following procedures will guide through creating new Goals to track within CallTrax NEXT.

Step 1              Log into CallTrax NEXT.

Step 2              On the landing page, click on Administration from the main menu

Step 3              Hover the mouse over Setup, and click on Goals & Incentives

Step 4              Click on the Goals tab

Step 5              To create a new Goal, click the green Add New button

5.1                    Type in a description for the goal in the Name box

Note: The name must be unique to both the goals and incentives tabs. If the name already exists in either area, a message will pop up when saving, preventing the goal from being saved until a unique name is entered.

5.2                     Designate the Start date by typing in the box or selecting a date from the calendar box

5.3                     Designate the End date by typing in the box or selecting a date from the calendar box

Note: The Start and End dates are used to define when the group will be available for applying to incentives or goals. If the group will never be inactive, leave the End date field blank.

5.4                     Click the radio dial next to the desired Type

Note: Hovering the mouse over the question mark will provide a description for each item within that segment. Use it to assist in making the appropriate choice for your goal.

5.5                     Click the radio dial next to the desired Level

5.6                     Click the radio dial next to the desired option for the selected Level

5.7                     If a Group or Specific option is selected, click the appropriate drop-down to select the group or specific option

5.8                     Click the radio dial next to the desired Item

5.9                     Click the radio dial next to the desired option for the selected Item

5.10                   If a Group or Specific option is selected, click the appropriate drop-down to select the group or specific option

5.11                   Click the radio dial next to the desired Measure option

Note: Remember, hover the mouse over the question mark to review detailed descriptions for the different options available in the segment. This will assist in selecting the appropriate measurement choice for your goal.

5.12                   Type in a numeric value in the Goal box

5.13                   Click the Save button

Step 6              To view a report of all setups, click the View Report button

6.1                    To print a copy of the report, click the Select Output button

6.2                    Click on the desired output type:

• PDF
• Excel

Article Reference: CLTX604