Changes for page Assessments Data

Last modified by dmarder on 2015/06/29 15:26
From version Icon 3.1 Icon
edited by karimpirani
on 2015/02/16 18:10
Change comment: There is no comment for this version
To version Icon 8.2 Icon
edited by karimpirani
on 2015/02/16 20:33
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
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1 -The screenshot below shows the the Clinician Role and some examples of possible assigned permissions.
1 +~1. Individual Assessment Reports
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3 -[[image:Admin - Add Role - Clinician.png||width="100%"]]
3 +1.1 Pull up the list of assessments for the desired client by hovering over the client drop-down on the top toolbar and then choosing list. Use the filter to find your client.
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5 +1.2 Your list of assessments for the client should something like the screenshot below
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6 -Here is another example below with a Supervisor. Notice the different Assigned Permissions.
7 +[[image:making a report.png]]
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8 -[[image:Admin - Add Role - Super.png||width="100%"]]
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.
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11 +1.4 Press the Reports button on the bottom left of your screen to reveal a menu of report choices; here, Compare Selected and Individual Collaborative Reports are available
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11 -2. To add a new role, click the person with the "+" icon above the role list area.
13 +1.5 Click the name or graph icon for the desired report
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13 -[[image:role creation.PNG||width="35%"]]
15 +1.6 Your report will open in a new tab or window, depending on your browser settings
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17 +1.7 A sample report is shown below. Notice that a Compare Selected report serves the exact purpose one would expect: it compares the selected reports and sets up a very easy-to-follow, side-by-side comparison, as well as some mathematical calculations.
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16 -ASSESSMENTS LIST
19 +[[image:generated report.png]]
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18 -ASSESSMENTS APPROVE
21 +1.8 Here, only the first domain is shown, but the report itself will be multiple pages and cover all domains in similar fashion.
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24 +2. New Individual Client Assessment
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26 +2.1 Pull up the client for whom you would like to create a new assessment. You can do this by going to the client list and using the filters to find the client.
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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.
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