Journeys - Goal Creation and Management

Journeys is a new Handshake feature, initially for users in the UK only, that is being implemented in the summer of 2021. Journeys allow career centres to organise actions for students to complete. Students can explore these activities and see a sense of progress as they move through the process.

For an overview of the Journeys feature, please see the relevant article.

What are Goals?

Journeys consist of Goals that include key components for tracking student activity. A student will need to complete all Goals within a Journey for a Journey to be fully complete. 

What Goals are available?

Please see the relevant section below for more details on available Goals, but the categories are as follows:

• Student Completed Goal
• Trigger Goal through Label
• Handshake Profile Basics
• Attend an Event
• Complete an Appointment

Any combination of Goals can be added to a Journey, and not all Goals need to be included.

Please note that CS users can add multiple versions of these Goal types (with the exception of the Handshake Profile Basics type).

Please note: Journey goals will appear to students in the order in which they were originally created. However, in order for this to work as expected, all goals and their criteria should be created at once in the intended order. Therefore, we recommend users carefully map out their goals in advance before creating them in Handshake).

How do I add Goals to a Journey?

Goals are added when the Journey is created:

(CS users can edit certain goal information after a Journey has been published. Goal name, description, and resource buttons are now edit-able even after goal is published)

To add a Goal, simple click on the 'Add Goal' option. Once you've done so, you'll be invited to enter some additional information. Where appropriate, you'll also be able to add a relevant URL, Resource link and links to the relevant sections in Handshake:

After a Goal has been added, users can click the 'Customise' button next to the customisable Goals to change the criteria.

Users can click a 'Remove' button next to any goal to remove it from the Journey.

(note that Goals will appear in the order of most recently added at the top of the list).

Once all Goals have been set, you can move to the 'Review & Publish' section of the setup.

Please note that Students will still have access to resource buttons even after a goal is completed.

What are the types of Goals?

Student Completed Goal

• This Goal type is customisable and is designed for Goals that students will complete by clicking 'Complete' next to the Goal
• To set up this Goal type, just enter the name and a description
• Optionally, you can also add a link to a Resource

Trigger Goal through Label

• This Goal is completed when the relevant label is added to the student's profile in Handshake
• Users can add a label directly to a student account or import a label on student accounts. Either approach will result in completing a label triggered goal.
• Labels can also be added in bulk on the Manage Students page.
• Labels can also be added via the survey completion method (see here)
• To set up this Goal type, just enter the name, a description, and the relevant label details
• Optionally, you can also add a link to a Resource
• This Goal will NOT be marked as complete if the student received the label before they started the Journey

Handshake Profile Basics

• This Goal is not customisable. Students will need to fill out at least one work experience, one organisation, and one skill on their profile for this goal to be marked as complete
• A user can only add this goal once
• A resource button will appear for the student directing them to their Handshake profile
• This Goal will be marked as complete even if the student completed their profile before they started the Journey

Attend an Event

• In order to complete this Goal, a student will have to have checked in to event(s) that meet the criteria of the Goal
• To set up this Goal type, just enter the name, description, and the number of events required
• Optionally, you can also add labels on the relevant events (so only events with the matching label count towards the total)
• This Goal will NOT be marked as complete if the student attended a relevant event before they started the Journey

Complete an Appointment

• In order to complete this Goal, the appointment will have to be completed by the career services user
• To set up this Goal type, just enter the name, description, and the number of appointments required
• Optionally, you can also add appointment types (so only the relevant appointment types count towards the total)
• This Goal will NOT be marked as complete if the student completed a relevant appointment before they started the Journey

For reference - further information on Goal Ordering

• Creating goals: When a staff user creates goals A, B, and C in that order, the staff user and the student will see the goals in the following order:

• Goal A is first (on top)
• Goal B is second
• Goal C is third (on bottom)
  

• Editing goals while in draft: If a staff user were to edit, for example, goal B (by changing the description or the criteria) the staff user (on the review page) and the student would still see the goals in the “created at” order:

• Goal A is first (on top)
• Goal B is second
• Goal C is third (on bottom)

• Deleting and then adding goals while in draft: If a staff user deletes Goal B and then adds a Goal D while in draft, we would see goals in the following order:
• Goal A is first
• Goal C is second
• Goal D is third

NOTE - This would be the case as long as the CS user DELETES B then SAVES. and then goes back and adds D.

• Editing goals after the Journey is published: If a staff user edits the goal name or description after the Journey is published, we would still see the goals in the “created at” order:

• Goal A is first (on top)
• Goal B is second
• Goal C is third (on bottom)