Wiki source code of Approval

Last modified by dmarder on 2015/06/29 15:29
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1 ==== 5. Assessment Approval ====
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3 {{video url="https://www.youtube.com/watch?v=q9I315gbPi4&index=6&list=PLHcGj4_SxYiEHpLDB9EwgVg6hWPyoVGXr"/}}
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5 5.1 To approve assessments, begin by pressing the Assessments option from the top toolbar and selecting "Approve" from the drop-down menu.
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7 [[image:Assessments Data@aa 1.png]]
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9 5.2 You should see a screen like the one below appear, listing all of the assessments pending approval. This list is sortable by ID number, instrument, client name, date, and status of assessment.
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11 [[image:Assessments Data@aa 2.png]]
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13 5.3 You can refresh the list to see periodically if any other assessments have arrived for approval.
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15 5.4 You may also use the filter. Note that these parameters, though overlapping, are somewhat different from the parameters previously explored. However, they apply in the exact same way, and you can sort and narrow your results by Instrument and Status, both of which offer drop down menus for further refinement. Uniquely, here you can also search for the assessments to be approved based on assessor information, like assessor first and last name or ID number. This allows greater ease of finding information from a specified assessor, which a supervisor may need.
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17 [[image:Assessments Data@aa filter.png]]
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19 5.5 You have 2 options for the approval process, both of which are substantially similar but offer slightly different views of the process. Both can be accessed via the toolbar at the bottom of your screen shown below.
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21 [[image:Assessments Data@aa 3.png]]
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23 For both, you will be guided by the fairly explicit marker, which will allow you to approve or reject an assessment.
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25 [[image:Assessments Data@aa 4.png]]
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28 5.5.1 Sequential Approve
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30 You will see each client's assessment pop up, as shown below. This may be a good time to use the +/- feature in the bottom toolbar, as this will allow you to get a snapshot view when you prefer, but also enable you to examine in greater detail when needed. Note that you will have similar options with regard to generating and printing reports as previously discussed. Importantly, though, you can approve or reject each candidate on a rolling basis. Once you hit either approve or reject for any candidate, the next candidate's assessment will appear for your review.
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32 [[image:Assessments Data@aa sequential.png]]
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34 5.5.2 Batch Approve
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36 In this method, the assessments will also show up based on client, but in a slightly different format. To the left of your screen, you will see a panel of the upcoming clients and their assessments. The right of the screen will feature the report, which you can also examine in the same level of detail. Similarly, you will be able to see approve or reject the assessment and move on to the next one with relative ease. The main difference, therefore, is not substantive but in the method of presentation.
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38 [[image:Assessments Data@aa 3.1.png]]
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40 NOTE: Both processes are equally effective and accomplish the exact same objectives; a choice is offered only to help adapt to different viewing and formatting preferences.
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42 5.6 When you go back to view the assessment for any client which you have approved, you should notice that approval is denoted in the system by green header bar, whereas if the assessment has only been assigned or submitted for approval, it remans blue. Thus, a green bar serves as an easy indication of approval, and the updated client information section will also include the date and supervisor responsible for the approval.
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44 [[image:Assessments Data@green header.png]]
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46 5.7 Like before, you will have the same options to use the toolbar on the bottom of the screen to either edit data in the assessment, to use the data to generate a report, or to print out a full or summary version of the assessment information.
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49 == Previous Section ==
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51 [[4. Add a Caregiver>>doc:AddingCaregiver||title="Click to go to Add a Caregiver"]]