Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version Icon 47.1 Icon
edited by sghareeb
on 2014/06/26 21:01
Change comment: There is no comment for this version
To version Icon 57.2 Icon
edited by sghareeb
on 2014/06/30 11:13
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Content
... ... @@ -4,54 +4,34 @@
4 4  
5 5  = Administration =
6 6  
7 -OVERVIEW
7 +====== **Overview** ======
8 8  
9 -What is [[__Role Creation__>>doc:Role Creation]]?
9 +[[Role Creation>>doc:Role Creation]]
10 10  
11 -* 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.
11 +[[Organizational Unit Definition>>doc:Organizational Units Definition]]
12 12  
13 -What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
13 +[[User Creation>>doc:Administration: User Creation]]
14 14  
15 -* 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.
15 +[[Role Assignment>>doc:Role Assignment]]
16 16  
17 -What is [[__User Creation__>>doc:Administration: User Creation]]?
17 +[[Client Creation>>doc:Client Creation]]
18 18  
19 -* User Creation allows you to create access information for specific users - name, user name, email address, password
19 +[[Responsibility Creation>>doc:Responsibility Creation]]
20 20  
21 -What is [[__Role Assignment__>>doc:Role Assignment]]?
21 +[[Taxonomy Creation AKA Tagging>>doc:Administration: Tag Creation]]
22 22  
23 -* 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) .
24 -
25 -What is [[__Client Creation__>>doc:Client Creation]]?
26 -
27 -* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code
28 -* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
29 -
30 -What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
31 -
32 -* Responsibility Creation involves relating staff, clients, and organizational units.
33 -* 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).
34 -** a staff person and an [[__Organization__>>doc:Organizational Units Definition]]
35 -** a staff person and [[__Clients__>>doc:Clients]]
36 -** a staff person and another staff person, e.g. [[__Supervisor Responsibilities__>>doc:Supervisor Responsibilities]]
37 -
38 -What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
39 -
40 -* 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.
41 -
42 42  (((
43 -====== __**MISCELLANEOUS**__ ======
24 +====== **Miscellaneous** ======
44 44  
45 45  [[Batch Uploads>>doc:Batch Uploads]]
46 46  
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]]
30 +[[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  )))
53 53  
54 -
55 55  = Assessment Operations =
56 56  
57 57  [[Assessment Presentation Overview>>doc:Assessment Presentation Overview]]
... ... @@ -68,14 +68,10 @@
68 68  
69 69  = Reports =
70 70  
71 -Create New Report
51 +[[Creating a New Report - Overview>>doc:Creating a New Report - Overview]]
72 72  
53 +====== **Common Reports** ======
73 73  
74 -* [[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);"]]
75 -
76 -Common Reports
77 -
78 -
79 79  * (((
80 80  [[Progression Report>>doc:Progression Report]]
81 81  )))
... ... @@ -87,7 +87,7 @@
87 87  [[Assessment Aging Report>>doc:Assessment Aging]]
88 88  )))
89 89  * (((
90 -[[Client with No Assessments Report>>doc:Clients with No Assessments Report]]
66 +[[Clients with No Assessments Report>>doc:Clients with No Assessments Report]]
91 91  )))
92 92  * (((
93 93  [[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]
... ... @@ -96,16 +96,20 @@
96 96  [[Outcome Comparison Report>>doc:Outcome Comparison Report]]
97 97  )))
98 98  * (((
99 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients
75 +[[Count Clients Report>>doc:Count Clients Report]]
100 100  )))
101 101  * (((
102 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
78 +[[Count Assessments Report>>doc:Count Assessments Report]]
103 103  )))
104 104  
105 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
81 +(((
82 +====== (% style="line-height: 19.600000381469727px;" %)**Additional Report Options**(%%) ======
83 +)))
106 106  
107 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
85 +[[Shared Report>>doc:Shared Reports]]
108 108  
87 +Report Subscription
88 +
109 109  Reliable Change Index Report (RCI)
110 110  
111 111  == Algorithms ==
... ... @@ -114,10 +114,8 @@
114 114  
115 115  [[Setting up Algorithms>>doc:Setting up Algorithms]]
116 116  
117 -[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]]
97 +[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]]
118 118  
119 -
120 -
121 121  == Action Plan Operations ==
122 122  
123 123  [[Action Plans - Overview>>doc:Action Plans - Overview]]
... ... @@ -126,7 +126,6 @@
126 126  
127 127  [[Creating a Progress Note>>doc:Creating a Progress Note]]
128 128  
129 -
130 130  == Incident Operations ==
131 131  
132 132  [[Incidents - Overview>>doc:Incidents - Overview]]