Changes for page Assessments Data
Last modified by dmarder on 2015/06/29 15:26
From 17.1 to 18.1
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... ... @@ -48,11 +48,12 @@ 48 48 [[image:toolbar.png]] 49 49 50 50 51 +* Edit: allows you to change information in the assessment (see Part 3 below) 52 +* Delete: allows you to click on any assessment and delete it from the system 51 51 * +/- icon: the plus/minus icon on the far left of the bar allow you to expand/collapse all of the categories in the assessment. Pressing the plus will show each individual component, whereas the minus will only show the major headings 52 52 * Filter: allows you to filter out the assessment results, so as to identify problem areas. You will see options for filtering "2s & 3s" and for "3s only". 53 53 * The print options, shown below, allow you to print the assessment in various forms. You can print a complete version that is color-coded, a complete version in black and white, or each of those with or without the algorithm. Alternatively, you can elect to print just a summary, which is briefer because it only gives an overview based on categories/domain items as opposed to each individual point. 54 54 55 - 56 56 [[image:nica 5.png]] 57 57 58 58 ... ... @@ -65,7 +65,7 @@ 65 65 66 66 [[image:nica 7.png]] 67 67 68 -NOTE: when you submit the assessment, you may very well get a dialogue box that looks like the one below. This is a fairly common occurrence, and it is specifically designed to ensure that all parts of the assessment have been completed fully before submission. These box, entitled Validation Errors, will list all of the errors on the application to be fixed. Specifically, it will tell you which parts of the document are missing items which are required. You will then be given the opportunity to click on each of the missing elements in turn and fix the earlier issues. The individual corrections, however, will not eliminate the error message until you re-submit the assessment. At that time, another error message will pop up if there are any lingering issues. 69 +NOTE: when you submit the assessment, you may very well get a dialogue box that looks like the one below. This is a fairly common occurrence, and it is specifically designed to ensure that all parts of the assessment have been completed fully before submission. These box, entitled Validation Errors, will list all of the errors on the application to be fixed. Specifically, it will tell you which parts of the document are missing items which are required. You will then be given the opportunity to click on each of the missing elements in turn and fix the earlier issues. The individual corrections, however, will not eliminate the error message until you re-submit the assessment. At that time, another error message will pop up if there are any lingering issues. You can always hit the red "X" next to the title if you do not wish to see the errors. 69 69 70 70 [[image:nica 8.png]] 71 71 ... ... @@ -76,4 +76,34 @@ 76 76 [[image:nica 9.png]] 77 77 78 78 80 +3. Data and Information Entry 79 79 82 +3.1 Press the "Edit" button for the client for whom you desire to enter assessment information. 83 + 84 +3.2 Make sure you have chosen the right client for whom you would like to enter assessment information. You can verify this through the Client ID, name, or other relevant information available for viewing in the first panel after you press edit, which is shown below.[[image:die 1]] 85 + 86 +3.2 Once you have verified the client, you can add a desired Organizational Unit if you prefer in the empty box marked "Org Unit." 87 + 88 +3.3 Now, press the button on the right part of the screen marked "Assessment Information." This will take you into entering information specifically for the desired assessment type. NOTE: instead of clicking on the button itself, you can navigate any left and right arrows on the screen throughout this process by simultaneously holding down the alt and right or left arrow key, depending on the direction you wish to go. 89 + 90 +3.4 Because of the way the system is designed, if you forget to add something in this section—like an OU—you can simply press your browser's back button to once again arrive at the screen and enter the information. 91 + 92 +3.5 You should see a screen like the one below once you press the "Assessment Information" button. 93 + 94 +[[image:die 2.png]] 95 + 96 +3.6 First, enter a "Reason for assessment." NOTE: this field, as well as all subsequent fields marked with an asterisk, is mandatory and must be completed. If you do not enter information in this box, you will be directed to fix this oversight by the validation errors you encounter once you attempt to submit the assessment. 97 + 98 +[[image:die 3.png]] 99 + 100 +3.7 You can choose to add notes for yourself and for future reference as addenda to the assessment. To do so, simply press the "Add Note" option to the right of the entry fields. You will be prompted by a text box, as seen below, and you may enter any relevant information. Make sure to hit the blue box marked "Apply" to ensure the note is saved with the item. Or, hit cancel to delete the note and any text you entered. 101 + 102 +[[image:die 4.png]] 103 + 104 +3.8 Now, press the blue button pointing to the right or "alt + right arrow" to move to actual data entry. Your screen will look something like the shot below. 105 + 106 +[[image:die 5.png]] 107 + 108 + 109 +3.9 You have 2 options for entering data. 110 +
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