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1 -Documentation
1 +Objective Arts Help System
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1 -= [[__The Landing Page__>>doc:The Landing Page]] =
1 += [[__System Landing Page Help__>>doc:The Landing Page]] =
2 2  
3 += [[Application Menu Structure and Navigation>>doc:Menu Structure and General Navigation]] =
4 +
3 3  = Administration =
4 4  
5 -OVERVIEW
7 +[[Role Creation>>doc:Role Creation]]
6 6  
9 +[[Organizational Unit Definition>>doc:Organizational Units Definition]]
7 7  
8 -What is [[__Role Creation__>>doc:Role Creation]]?
11 +[[User Creation>>doc:Administration: User Creation]]
9 9  
10 -* Role Creation is the process of defining groups of users and what they are permitted to do in the system, such as Edit Client, or Create Assessment. Each role can be given very specific permissions to allow viewing, editing, creating and/or deleting an object in SMR.
13 +[[Role Assignment>>doc:Role Assignment]]
11 11  
12 -What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
15 +[[Client Creation>>doc:Client Creation]]
13 13  
14 -* Organizational Unit definition is the creation of the units and subunits of an organization. This enables you to organize clients and users according to where they operate in the organization and group them for purposes of data visibility, reporting and security.
17 +[[Responsibility Creation>>doc:Responsibility Creation]]
15 15  
16 -What is [[__User Creation__>>doc:Administration: User Creation]]?
19 +* [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
17 17  
18 -* User Creation allows you to create access information for specific users - name, user name, email address, password
21 +[[Taxonomy Creation AKA Tagging>>doc:Administration: Tag Creation]]
19 19  
20 -What is [[__Role Assignment__>>doc:Role Assignment]]?
21 -
22 -* Role Assignment is the process of assigning users to roles and thus defining how they can use the system (according to the permissions enabled for the role in Role Creation) .
23 -
24 -What is [[__Client Creation__>>doc:Client Creation]]?
25 -
26 -* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code
27 -* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
28 -
29 -What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
30 -
31 -* Responsibility Creation involves relating staff, clients, and organizational units.
32 -* It allows you to define responsibility between (Responsibility assignment is what determines "Visibility" of the different organizations (OUs), Client (Consumers or Patients), as well as staff assigned to supervisors and management).
33 -** a staff person and an [[__Organization__>>doc:Organizational Units Definition]]
34 -** a staff person and [[__Clients__>>doc:Clients]]
35 -** a staff person and another staff person, e.g. [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
36 -
37 -What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
38 -
39 -* A taxonomy is a classification system. Tags are the elements in a taxonomy. By associating clients with particular tags, this enables the system creating dimensions for reporting based on those tags. One potential tag would be the payor that the client is associated with. Another might be a particular class of patient.
40 -
41 41  (((
42 -MISCELLANEOUS
24 += Miscellaneous Administrative Topics =
43 43  
44 -
45 45  [[Batch Uploads>>doc:Batch Uploads]]
46 46  
28 +[[Bulk User Move>>doc:BulkUserMove||title="Information about how to user the Bulk User Move dialog."]]
29 +
47 47  [[Admin Visibility Rules>>doc:Admin Visibility Rules]]
48 48  
49 -[[I(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)nstrument Visibility Rules>>doc:Instrument Visibility Rules]]
32 +[[Instrument Visibility Rules>>doc:Instrument Visibility Rules]]
50 50  
51 51  [[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]
52 52  )))
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63 63  
64 64  [[Assessment Compare Function>>doc:Assessment Compare Function]]
65 65  
66 -[[Caregiver Management & Assessment Functions>>doc:Caregiver Management & Assessment Functions]]
49 +[[Caregiver Management & Assessment Functions>>doc:Survey Caregiver Options Help]]
67 67  
68 -= Reports =
69 69  
70 -Create New Report
52 += Data Entry =
71 71  
54 +[[Inputing Data Basics>>doc:Inputing Data Basics]]
72 72  
73 -* [[Named and Saved Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Named+and+Saved+Reports||style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);"]]
56 +[[Assessments Data>>doc:Assessments Data]]
74 74  
75 -Common Reports
76 76  
59 +* Individual Clients
60 +* Cumulative Approvals
77 77  
78 -* (((
79 -Progression Report
80 -)))
81 -* (((
82 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Tickler Report
83 -)))
62 += Reports =
84 84  
85 -(((
86 -The Tickler Report serves as a reminder report for assessments due based on the reason for assessment and allows you to better keep track of actions to be completed given their due dates
87 -To run a Tickler report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
88 -After the pull down menu appears, select the third option marked "Reports"
89 -Of the many options available to you on the drop-down menu on the right, select the first option for "Named and Saved Reports"
90 -Select the "Personal Reports" tab under Saved and Named Reports
91 -Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
92 -\\A list of report options should subsequently come up. Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Tickler Report
93 -\\A new report, generically entitled Tickler, should appear in your list of reports.
94 -Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
95 -Initially, you can use this new pane to change the name your report from the generically-assigned "Tickler," as well as provide a different or more robust description for your report
64 +[[Creating a New Report - Overview>>doc:Creating a New Report - Overview]]
96 96  
66 +====== **Common Reports** ======
97 97  
68 +[[Progression Report>>doc:Progression Report]]
98 98  
99 -Next, we will discuss the various parameters you can change in running your report. Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Start Date") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
70 +[[Tickler Report>>doc:Tickler Report]]
100 100  
101 -"Start Date": You can choose the specific date for which you would like the report to begin giving information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. ALLOW RUNTIME OVERRIDE NOTE.
72 +[[Assessment Aging Report>>doc:Assessment Aging]]
102 102  
103 -"End Date": You can choose the specific date for which you would like the report to stop give information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. ALLOW RUNTIME OVERRIDE NOTE.
74 +[[Clients with No Assessments Report>>doc:Clients with No Assessments Report]]
104 104  
105 -"Instruments": The instrument option allows you to choose the specific assessment tool you would like the report to be run on. Upon clicking on the down arrow a list of available options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
76 +[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]
106 106  
107 -"Organizational Units": The organizational unit represents the geographic or other division of systems. In order to select your preferred organization unit, simply click the down arrow to expand the options, and then proceed to check all the applicable boxes for all locations (e.g. "Sydney") you are interested in for your report.
78 +[[Outcome Comparison Report>>doc:Outcome Comparison Report]]
108 108  
109 -"Reporting Units": The reporting unit represents the classification of clients based on various factors through the system of tagging. You can select all reporting units of interest by checking all appropriate boxes (and sub-boxes) you want your report to incorporate. Note: this is the only optional parameter, and you need not enter something to generate a report.
110 -\\After you have made these changes and included all this new information, you should save these factors/parameters using the "Save" button (represented by the floppy disc icon) located on the top of the right pane.
80 +[[Count Clients Report>>doc:Count Clients Report]]
111 111  
112 -Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane).
82 +[[Count Assessments Report>>doc:Count Assessments Report]]
113 113  
114 -Congratulations, your report is now ready to run! (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)To do this, you can select your new report and select the "Run Report" option on the above bar of options
115 -
116 -
117 -UNDERSTANDING YOUR REPORT
84 +(((
85 +====== **Additional Report Options** ======
118 118  )))
119 119  
120 -* (((
121 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)CANS Reassessment Aging
122 -)))
123 -* (((
124 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Clients in Need of First CANS
125 -)))
126 -* (((
127 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Snapshot Report
128 -)))
129 -* (((
130 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Comparison Report
131 -)))
132 -* (((
133 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients
134 -)))
135 -* (((
136 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
137 -)))
88 +[[Shared Report and Report Subscriptions>>doc:Shared Reports]]
138 138  
139 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
90 +[[Reliable Change Index (RCI) Report>>doc:Reliable Change Index (RCI) Report]]
140 140  
141 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
92 +* by [[Domain>>doc:RCI by Domain]]
93 +* by [[Organization Unit>>doc:RCI by OU]]
142 142  
143 -Reliable Change Index Report (RCI)
144 -
145 145  == Algorithms ==
146 146  
147 147  [[Overview of Algorithms>>doc:algorithms_overview]]
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148 148  
149 149  [[Setting up Algorithms>>doc:Setting up Algorithms]]
150 150  
151 -[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]]
101 +[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]]
152 152  
103 +== [[FAQ>>doc:FAQ: Frequently Asked Questions (and answers!)]] ==
153 153  
154 -
155 -== Action Plan Operations ==
156 -
157 -[[Action Plans - Overview>>doc:Action Plans - Overview]]
158 -
159 -[[Creating an Action Plan>>doc:Creating an Action Plan]]
160 -
161 -[[Creating a Progress Note>>doc:Creating a Progress Note]]
162 -
163 -
164 -== Incident Operations ==
165 -
166 -[[Incidents - Overview>>doc:Incidents - Overview]]
167 -
168 -[[Creating an Incident Report>>doc:Creating an Incident Report]]
169 -
170 -== ==
171 -
172 -== [[Recommended Treatment>>doc:Recommended Treatment]] ==
173 -
174 -== [[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] ==
105 +[[Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]]
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