Changes for page Action Plans - Overview

Last modified by karimpirani on 2014/06/27 13:07
From version Icon 12.1
edited by karimpirani
on 2014/06/27 13:07
Change comment: There is no comment for this version
To version 1.1 Icon
edited by karimpirani
on 2014/06/19 16:59
Change comment: There is no comment for this version

Summary

Details

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12 12  1. Status
13 13  1. Notes
14 14  1. Data
15 +11. Assessment Items
16 +11. Goals
17 +11. Services
18 +1. Progress Notes
15 15  
16 - i. Assessment Items
17 - ii. Goals
18 - iii. Service
20 +
19 19  
20 -7.Progress Notes
22 +[[image:Missing.png||height="377" width="800"]]
21 21  
22 22  
23 23  
24 - [[image:action plans - blank action plan.PNG||width="100%"]]
25 -
26 26  
27 27  
28 -__Practical Issues__
28 +Practical Issues
29 29  
30 30  In practice, you will want to establish an action plan strategy that addresses the following:
31 31  
32 -
33 33  a. What criteria must be met to initiate an Action Plan?
34 34  
35 -For example, a threshold level of high risk assessment scores, incidents, or other presenting issues have been recorded elsewhere in the system.
34 +For example, a threshold level of high risk assessment scores, incidents, or other presenting issues have been recorded elsewhere in SMR.
36 36  
37 37  
38 38  
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50 50  
51 51  
52 52  
53 -__Getting Started__
52 +
54 54  
55 -The system provides you with a high level of functionality to manage, view and edit the Action Plans for which you are responsible.
54 +Getting Started
56 56  
57 -Action Plans are accessible through the system using the top menu bar under "Measurement Tools".
56 +SMR provides you with a high level of functionality to manage, view and edit the Action Plans you are responsible for.
58 58  
58 +Action Plans are access through SMR using the left-side navigation Action Plan bar.
59 +
59 59  
60 60  
61 61  The Action Plan navigation options include:
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62 62  
63 63  ~1. View all clients
64 64  
65 -[[image:action plans - view all clients.PNG||width="100%"]]
66 +[[image:Missing.png||height="338" width="590"]]
66 66  
67 67  
68 68  
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70 70  
71 71  2. View all Action Plans
72 72  
73 -[[image:action plans - view all action plans.PNG||width="100%"]]
74 +[[image:Missing.png||height="279" width="612"]]
74 74  
75 75  
76 76  
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82 82  
83 83  To create an Action Plan for a client, double-click on the client's name from the View All clients option:
84 84  
85 -[[image:action plans - choose specific client.PNG||width="100%"]]
86 +[[image:Missing.png||height="281" width="800"]]
86 86  
87 87  
88 88  
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90 90  
91 91  Then, click on the New Action Plan icon for the selected client:
92 92  
93 -[[image:action plans - new action plan button.PNG||width="100%"]]
94 +[[image:Missing.png||height="257" width="701"]]
94 94  
95 95  
96 96  
97 97  
98 98  
99 -You will be presented with a blank Action Plan which you can populate as described in the [[Create an Action Plan>>doc:Create an Action Plan]] help page.
100 +You will be presented with a blank Action Plan which you can populate as described in the [[Create an Action Plan>>url:file:///C:/Users/Karim/Google%20Drive/_Documentation/Old%20PB%20Wiki%20Documentation/smr_help/help@20-@20creating@20an@20action@20plan.html]] help page.
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