Changes for page Assessments Data

Last modified by dmarder on 2015/06/29 15:26
From version Icon 23.1 Icon
edited by karimpirani
on 2015/02/16 21:29
Change comment: Upload new image die 5.png
To version Icon 32.1 Icon
edited by karimpirani
on 2015/02/16 21:54
Change comment: There is no comment for this version

Summary

Details

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4 4  
5 5  1.2 Your list of assessments for the client should something like the screenshot below
6 6  
7 -[[image:making a report.png]]
7 +[[image:making a report.png||width="65%"]]
8 8  
9 9  1.3 Select the Assessments for which you would like to generate reports. Note that multiple are selected above since a "Compare Selected" report is desired.
10 10  
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27 27  
28 28  2.2 Once you select a client, you will see a screen like the one shown below, featuring the clients list of assessments, sorted by ID number, the instrument, date, and status. Note that you can easily organize the list in whatever fashion you prefer and can sort based solely on ID number or date, for example, by clicking on the category itself or the set of up and down arrows next to each of the categories.
29 29  
30 -[[image:nica.png]]
30 +[[image:nica.png||width="65%"]]
31 31  
32 32  2.3 Click the green "New Assessment" tab on the bottom of the screen.
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35 35  
36 36  2.5 Once you find the assessment type you are looking for, click on it to continue on to the screen below. This is the main New Assessment screen.
37 37  
38 -[[image:nica 1.png]]
38 +[[image:nica 1.png||width="65%"]]
39 39  
40 40  2.6 There are several elements of this page that you should be aware of.
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45 45  
46 46  2.6.2 Bottom Toolbar
47 47  
48 -[[image:toolbar.png]]
48 +[[image:toolbar.png||width="65%"]]
49 49  
50 50  
51 51  * Edit: allows you to change information in the assessment (see Part 3 below)
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70 70  
71 71  [[image:nica 8.png]]
72 72  
73 -You may also notice that hovering to the left of your screen is an arrow pointing to the right. This arrow can be clicked to expand a smaller window. The purpose of this side panel is to give you a summary level view, one that is color-coded, regarding which parts of the application have been completed and which remain to be completed. Moreover, you will easily be able to tell any problem or high risk areas based on the color-coding. The first example is what the side panel might look like before you begin, with each category showing that 0 out of X questions have been answered. The second screenshot is more like what the panel will look like once you have entered all of your data.
73 +You may also notice that hovering to the left of your screen is an arrow pointing to the right. This arrow can be clicked to expand a smaller window. The purpose of this side panel is to give you a summary level view, one that is color-coded, regarding which parts of the application have been completed and which remain to be completed. Moreover, you will easily be able to tell any problem or high risk areas based on the color-coding. The left example is what the side panel might look like before you begin, with each category showing that 0 out of X questions have been answered. The screenshot on the right is more indicative of what the panel will look like once you have entered all of your data.
74 74  
75 -[[image:nica 2.png]]
75 +[[image:nica 2.png||width="45%"]] [[image:nica 9.png||width="45%"]]
76 76  
77 -[[image:nica 9.png]]
78 78  
79 -
80 80  3. Data and Information Entry
81 81  
82 -3.1
80 +3.1 Press the "Edit" button for the client for whom you desire to enter assessment information.
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82 +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]]
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84 +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."
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86 +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.
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88 +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.
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90 +3.5 You should see a screen like the one below once you press the "Assessment Information" button.
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92 +[[image:die 2.png]]
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94 +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.
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96 +[[image:die 3.png]]
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98 +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.
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100 +[[image:die 4.png]]
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102 +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.
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104 +[[image:die 5.png]]
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106 +
107 +3.9 You have 2 options for entering data.
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109 +3.9.1 You can choose to enter numbers 0,1,2, and 3 in the empty boxes from your keyboard. Simply press tab to move on to the next box to be filled.
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111 +3.9.2 You can choose to select one of the bubbles from the existing options of 0,1,2,3 with your mouse.
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113 +NOTE: whichever option you choose, you will notice that your responses will automatically also do the other method and will also generate color-coding, which allows you to better analyze the data later. Thus, your end result will look like the sample directly below.
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115 +[[image:die 5.1.png]]
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117 +3.10 Make sure to press the Save button as a complete parts of the assessment so that you don't lose any of your data. While you do not have to do this every time you change panels, it is recommended that you do so periodically. If you do not wish to save the changes, simply press "Cancel."
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119 +[[image:die 6.png]]
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121 +3.11 Feel free, like before to add notes to each individual category section by clicking "Add Note," which appears to the right of the numbers. You can make a note for each specific point within the larger category, but always remember to hit "Apply." A sample note is shown below. The text of the note will appear under the assigned category.
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123 +[[image:die 7.png]]
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125 +
126 +4. Adding a Caregiver
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128 +[[image:die 8.png]]
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130 +4.1 No matter which panel you are on as you navigate throughout the assessment, the bottom toolbar will remain constant. Specifically, you will always see the option, as denoted by the image above, to add a caregiver section to the assessment.
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132 +4.2 Press the "Add caregiver section" button
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134 +4.3 A box displaying the current caregivers will be shown. Press the "Edit" button to the bottom right to add a new caregiver.
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136 +4.4 You can either change the current listing(s), or you can add another caregiver by selecting the "Add New" option.
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138 +4.5 If you select Add New, a new row of cells will appear, allowing you to enter the First Name, Last Name, and Relationship to the client for that caregiver (see below).
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140 +[[image:die 9.png]]
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142 +4.6 You can add as many caregivers as you like by repeating this process.
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144 +4.7 Make sure to hit the blue Save button each time you add a caregiver.
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146 +4.8 To exit the caregiver screen, simply click anywhere else on the screen to continue with the assessment data entry.
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