Changes for page Objective Arts Help System
Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version
70.2


edited by Steve Grant
on 2014/10/02 13:56
on 2014/10/02 13:56
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To version
21.1


edited by karimpirani
on 2014/06/19 16:50
on 2014/06/19 16:50
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Summary
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... ... @@ -1,41 +1,41 @@ 1 1 = [[__The Landing Page__>>doc:The Landing Page]] = 2 2 3 -= [[ Menu Structureand General Navigation>>doc:Menu Structureand General Navigation]] =3 += __[[Administration>>doc:Administration]]__ = 4 4 5 -= Administration = 6 6 7 - ======**Overview**======6 +What is [[__Role Creation__>>doc:Role Creation]]? 8 8 9 - [[Role Creation>>doc:Role Creation]]8 +* 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. 10 10 11 -[[Organizational Unit Definition>>doc:Organizational Units Definition]] 10 +What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]? 12 12 13 - [[UserCreation>>doc:Administration:UserCreation]]12 +* 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. 14 14 15 -[[ RoleAssignment>>doc:RoleAssignment]]14 +What is [[__User Creation__>>doc:Administration: User Creation]]? 16 16 17 - [[ClientCreation>>doc:ClientCreation]]16 +* User Creation allows you to create access information for specific users - name, user name, email address, password 18 18 19 -[[Res ponsibility Creation>>doc:Responsibility Creation]]18 +What is [[__Role Assignment__>>doc:Role Assignment]]? 20 20 21 -* [[SupervisorResponsibilities>>doc:SupervisorResponsibilities]]20 +* 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) . 22 22 23 -[[ TaxonomyCreationAKA Tagging>>doc:Administration:TagCreation]]22 +What is [[__Client Creation__>>doc:Client Creation]]? 24 24 25 - (((26 - ======**Miscellaneous**======24 +* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code 25 +* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags 27 27 28 - [[BatchUploads>>doc:Batch Uploads]]27 +What is [[__Responsibility Creation__?>>doc:Responsibility Creation]] 29 29 30 -[[Bulk User Move>>doc:BulkUserMove||title="Information about how to user the Bulk User Move dialog."]] 29 +* Responsibility Creation involves relating staff, clients, and organizational units. 30 +* 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). 31 +** a staff person and an [[__Organization__>>doc:Organizational Units Definition]] 32 +** a staff person and [[__Clients__>>doc:Clients]] 33 +** a staff person and another staff person, e.g. [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]] 31 31 32 -[[ AdminVisibilityRules>>doc:AdminVisibilityRules]]35 +What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]? 33 33 34 - [[InstrumentVisibilityRules>>doc:InstrumentVisibilityRules]]37 +* 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. 35 35 36 -[[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]] 37 -))) 38 - 39 39 = Assessment Operations = 40 40 41 41 [[Assessment Presentation Overview>>doc:Assessment Presentation Overview]] ... ... @@ -48,64 +48,63 @@ 48 48 49 49 [[Assessment Compare Function>>doc:Assessment Compare Function]] 50 50 51 -[[Caregiver Management & Assessment Functions>>doc: SurveyCaregiverOptionsHelp]]51 +[[Caregiver Management & Assessment Functions>>doc:Caregiver Management & Assessment Functions]] 52 52 53 53 = Reports = 54 54 55 - [[Creating a NewReport - Overview>>doc:Creating aNew Report- Overview]]55 +Create New Report 56 56 57 -====== **Common Reports** ====== 58 58 59 -[[ Progression Report>>doc:Progression58 +* [[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);"]] 60 60 61 - [[Tickler Report>>doc:TicklerReport]]60 +Common Reports 62 62 63 -[[Assessment Aging Report>>doc:Assessment Aging]] 64 64 65 -[[Clients with No Assessments Report>>doc:Clients with No Assessments Report]] 66 - 67 -[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]] 68 - 69 -[[Outcome Comparison Report>>doc:Outcome Comparison Report]] 70 - 71 -[[Count Clients Report>>doc:Count Clients Report]] 72 - 73 -[[Count Assessments Report>>doc:Count Assessments Report]] 74 - 75 -((( 76 -====== **Additional Report Options** ====== 63 +* ((( 64 +Progression Report 77 77 ))) 66 +* ((( 67 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Tickler Report 68 +))) 69 +* ((( 70 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)CANS Reassessment Aging 71 +))) 72 +* ((( 73 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Clients in Need of First CANS 74 +))) 75 +* ((( 76 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Snapshot Report 77 +))) 78 +* ((( 79 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Comparison Report 80 +))) 81 +* ((( 82 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients 83 +))) 84 +* ((( 85 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments 86 +))) 78 78 79 - [[SharedReport and ReportSubscriptions>>doc:Shared Reports]]88 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report 80 80 81 - [[ReliableChangeIndex(RCI) Report>>doc:ReliableChangeIndex(RCI) Report]]90 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription 82 82 83 -* by [[Domain>>doc:RCI by Domain]] 84 -* by [[Organization Unit>>doc:RCI by OU]] 92 +Reliable Change Index Report (RCI) 85 85 86 -== Algorithms == 94 +== [[Algorithms>>doc:Algorithms]] == 87 87 88 88 [[Overview of Algorithms>>doc:algorithms_overview]] 89 89 90 -[[ Setting upAlgorithms>>doc:SettingupAlgorithms]]98 +[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]] 91 91 92 -[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]] 93 93 94 -== ActionPlan Operations ==101 +== [[Incident Operations>>doc:Incident Operations]] == 95 95 96 -[[Action Plans - Overview>>doc:Action Plans - Overview]] 97 97 98 -[[ Creating anAction Plan>>doc:Creating anAction Plan]]104 +== [[Action Plan Operations>>doc:Action Plan Operations]] == 99 99 100 -[[Creating a Progress Note>>doc:Creating a Progress Note]] 101 101 102 - == Incident Operations ==107 +Recommended Treatment 103 103 104 -[[Incidents - Overview>>doc:Incidents - Overview]] 105 105 106 -[[Creating an Incident Report>>doc:Creating an Incident Report]] 107 - 108 - 109 -== == 110 - 111 -[[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] 110 +== [[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] ==
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