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Logging Progress on a Goal

Learn how to log progress updates for goals in Equip.

Written by MaryGrace Flores

Progress updates help teams record what happened, capture observations, and update active question-based waypoints from one place. Routine-based waypoints are tracked separately through routine session activity, so the goal record can include both direct updates and routine completion history.


📄 How It Works

  1. From the participant's Goals tab, open the goal you want to update.

  2. Click Log Update.

  3. Select the update date.

  4. Add notes describing observations, challenges, supports provided, or outcomes.

  5. Complete any question-based waypoints shown in the form.

  6. Save the update.


📍 Which Waypoints Appear

Only question-based waypoints marked In Progress appear in the Log Update form.

  • Question-based waypoints collect direct responses such as text, numbers, selected options, or ratings.

  • Routine-based waypoints do not appear as questions in Log Update. They are tracked by completing routine sessions.

  • Waypoints marked Completed, Unsuccessful, or Not Started do not appear in the progress update form.


🔁 Routine-Based Waypoint Progress

If a goal includes a routine-based waypoint, progress comes from the linked routine. Each routine session can count toward the waypoint when the session score meets or exceeds the waypoint's Completion Threshold (%).

Target Sessions is the total number of successful routine sessions needed. For example, if the goal is 5 successful sessions per week for 8 weeks, the target should be 40 sessions.


✅ Benefits

  • Centralized notes — progress updates keep narrative context with the goal.

  • Structured data — question-based waypoints collect consistent responses over time.

  • Activity-based tracking — routine-based waypoints can use routine session completion instead of duplicate manual entry.


💡 Best Practices

  • Use Log Update for observations, notes, and direct question-based waypoint responses.

  • Complete linked routines when a routine-based waypoint should receive credit.

  • Keep question-based waypoints In Progress while staff should continue entering responses for them.

  • Review completed or inactive waypoints regularly so the progress update form stays focused.


❓ FAQs

Why is my waypoint missing from Log Update?
The waypoint may not be In Progress, or it may be routine-based. Routine-based waypoints are tracked through routine sessions instead of the progress update form.

Can I add notes even if I do not update a waypoint response?
Yes. Use the notes field to capture context, observations, or follow-up details.

How do routine sessions count toward a goal?
A linked routine session counts when its completion score meets the waypoint's Completion Threshold (%).

Do completed waypoints appear in Log Update?
No. Completed waypoints remain visible on the goal but do not appear as active fields in the progress update form.


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