Changes for page Assessments Data

Last modified by dmarder on 2015/06/29 15:26
From version Icon 34.1 Icon
edited by karimpirani
on 2015/02/16 22:01
Change comment: Upload new image aa 2.png
To version Icon 37.3 Icon
edited by karimpirani
on 2015/02/16 22:10
Change comment: There is no comment for this version

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144 144  4.7 Make sure to hit the blue Save button each time you add a caregiver.
145 145  
146 146  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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149 +5. Assessment Approval
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151 +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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155 +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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159 +5.3 You can refresh the list to see periodically if any other assessments have arrived for approval.
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161 +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 well need.
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163 +[[image:aa filter.png]]
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165 +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, as shown below.
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169 +5.5.1 Sequential Approve
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171 +You will see each client's assessment pop up
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