Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version Icon 48.1 Icon
edited by sghareeb
on 2014/06/27 10:25
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To version Icon 63.1 Icon
edited by karimpirani
on 2014/07/10 18:32
Change comment: There is no comment for this version

Summary

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1 -XWiki.sghareeb
1 +XWiki.karimpirani
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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 +* [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
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) .
23 +[[Taxonomy Creation AKA Tagging>>doc:Administration: Tag Creation]]
24 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**__ ======
26 +====== **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]]
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  )))
53 53  
54 -
55 55  = Assessment Operations =
56 56  
57 57  [[Assessment Presentation Overview>>doc:Assessment Presentation Overview]]
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68 68  
69 69  = Reports =
70 70  
71 -Create New Report
53 +[[Creating a New Report - Overview>>doc:Creating a New Report - Overview]]
72 72  
55 +====== **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);"]]
57 +[[Progression Report>>doc:Progression Report||style="font-size: 14px; line-height: 1.4em; background-color: rgb(245, 245, 245);"]]
75 75  
76 -Common Reports
59 +[[Tickler Report>>doc:Tickler Report||style="font-size: 14px; background-color: rgb(245, 245, 245);"]]
77 77  
61 +[[Assessment Aging Report>>doc:Assessment Aging||style="font-size: 14px; background-color: rgb(245, 245, 245);"]]
78 78  
79 -* (((
80 -[[Progression Report>>doc:Progression Report]]
81 -)))
82 -* (((
83 -[[Tickler Report>>doc:Tickler Report]]
84 -)))
63 +[[Clients with No Assessments Report>>doc:Clients with No Assessments Report||style="font-size: 14px; background-color: rgb(245, 245, 245);"]]
85 85  
86 -* (((
87 -[[Assessment Aging Report>>doc:Assessment Aging]]
88 -)))
89 -* (((
90 -[[Client with No Assessments Report>>doc:Clients with No Assessments Report]]
91 -)))
92 -* (((
93 -[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]
94 -)))
95 -* (((
96 -[[Outcome Comparison Report>>doc:Outcome Comparison Report]]
97 -)))
98 -* (((
99 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients
100 -)))
101 -* (((
102 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
103 -)))
65 +[[Outcome Snapshot Report>>doc:Outcome Snapshot Report||style="font-size: 14px; background-color: rgb(245, 245, 245);"]]
104 104  
105 -[[Shared Report>>doc:Shared Reports]]
67 +[[Outcome Comparison Report>>doc:Outcome Comparison Report||style="font-size: 14px; background-color: rgb(245, 245, 245);"]]
106 106  
107 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
69 +[[Count Clients Report>>doc:Count Clients Report||style="font-size: 14px; background-color: rgb(245, 245, 245);"]]
108 108  
71 +[[Count Assessments Report>>doc:Count Assessments Report||style="font-size: 14px; background-color: rgb(245, 245, 245);"]]
72 +
73 +(((
74 +====== **Additional Report Options** ======
75 +)))
76 +
77 +[[Shared Report and Report Subscriptions>>doc:Shared Reports]]
78 +
109 109  Reliable Change Index Report (RCI)
110 110  
111 111  == Algorithms ==
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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);"]]
87 +[[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]]
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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]]