Changes for page Objective Arts Help System
Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version
79.1


edited by Steve Grant
on 2014/10/02 14:12
on 2014/10/02 14:12
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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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... ... @@ -1,38 +1,40 @@ 1 -= [[__ SystemLanding PageHelp__>>doc:The Landing Page]] =1 += [[__The Landing Page__>>doc:The Landing Page]] = 2 2 3 -= [[A pplicationMenu Structureand Navigation>>doc:Menu Structureand General Navigation]] =3 += __[[Administration>>doc:Administration]]__ = 4 4 5 -= Administration = 6 6 7 -[[Role Creation>>doc:Role Creation]] 6 +What is [[__Role Creation__>>doc:Role Creation]]? 8 8 9 - [[OrganizationalUnitDefinition>>doc:OrganizationalUnitsDefinition]]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 -[[ UserCreation>>doc:Administration:UserCreation]]10 +What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]? 12 12 13 - [[RoleAssignment>>doc:RoleAssignment]]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 -[[ ClientCreation>>doc:Client Creation]]14 +What is [[__User Creation__>>doc:Administration: User Creation]]? 16 16 17 - [[ResponsibilityCreation>>doc:ResponsibilityCreation]]16 +* User Creation allows you to create access information for specific users - name, user name, email address, password 18 18 19 - *[[SupervisorResponsibilities>>doc:SupervisorResponsibilities]]18 +What is [[__Role Assignment__>>doc:Role Assignment]]? 20 20 21 - [[Taxonomy CreationAKATagging>>doc:Administration:TagCreation]]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 -((( 24 -= Miscellaneous Administrative Topics = 22 +What is [[__Client Creation__>>doc:Client Creation]]? 25 25 26 -[[Batch Uploads>>doc:Batch Uploads]] 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 -[[ BulkUserMove>>doc:BulkUserMove||title="Information abouthow to usertheBulk User Move dialog."]]27 +What is [[__Responsibility Creation__?>>doc:Responsibility Creation]] 29 29 30 -[[Admin Visibility Rules>>doc:Admin Visibility Rules]] 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 -[[ InstrumentVisibilityRules>>doc:InstrumentVisibilityRules]]35 +What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]? 33 33 34 -[[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]] 35 -))) 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. 36 36 37 37 = Assessment Operations = 38 38 ... ... @@ -46,47 +46,63 @@ 46 46 47 47 [[Assessment Compare Function>>doc:Assessment Compare Function]] 48 48 49 -[[Caregiver Management & Assessment Functions>>doc: SurveyCaregiverOptionsHelp]]51 +[[Caregiver Management & Assessment Functions>>doc:Caregiver Management & Assessment Functions]] 50 50 51 51 = Reports = 52 52 53 - [[Creating a NewReport - Overview>>doc:Creating aNew Report- Overview]]55 +Create New Report 54 54 55 -====== **Common Reports** ====== 56 56 57 -[[ 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);"]] 58 58 59 - [[Tickler Report>>doc:TicklerReport]]60 +Common Reports 60 60 61 -[[Assessment Aging Report>>doc:Assessment Aging]] 62 62 63 -[[Clients with No Assessments Report>>doc:Clients with No Assessments Report]] 63 +* ((( 64 +Progression Report 65 +))) 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 +))) 64 64 65 - [[OutcomeSnapshotReport>>doc:OutcomeSnapshotReport]]88 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report 66 66 67 - [[OutcomeComparison Report>>doc:Outcome Comparison Report]]90 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription 68 68 69 - [[Count ClientsReport>>doc:Count ClientsReport]]92 +Reliable Change Index Report (RCI) 70 70 71 -[[ CountAssessments Report>>doc:CountAssessments Report]]94 +== [[Algorithms>>doc:Algorithms]] == 72 72 73 -((( 74 -====== **Additional Report Options** ====== 75 -))) 96 +[[Overview of Algorithms>>doc:algorithms_overview]] 76 76 77 -[[ Shared ReportandReportSubscriptions>>doc:SharedReports]]98 +[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]] 78 78 79 -[[Reliable Change Index (RCI) Report>>doc:Reliable Change Index (RCI) Report]] 80 80 81 -* by [[Domain>>doc:RCI by Domain]] 82 -* by [[Organization Unit>>doc:RCI by OU]] 101 +== [[Incident Operations>>doc:Incident Operations]] == 83 83 84 -== Algorithms == 85 85 86 -[[ OverviewofAlgorithms>>doc:algorithms_overview]]104 +== [[Action Plan Operations>>doc:Action Plan Operations]] == 87 87 88 -[[Setting up Algorithms>>doc:Setting up Algorithms]] 89 89 90 - [[AlgorithmReports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]]107 +Recommended Treatment 91 91 92 -[[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] 109 + 110 +== [[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] ==
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