Changes for page Assessments Data

Last modified by dmarder on 2015/06/29 15:26

From version Icon 4.1 Icon
edited by karimpirani
on 2015/02/16 18:16
Change comment: Upload new image making a report.png
To version Icon 8.1 Icon
edited by karimpirani
on 2015/02/16 20:29
Change comment: Upload new image nica.png

Summary

Details

Icon Page properties
Content
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1 -~1.
1 +~1. Individual Assessment Reports
2 2  
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.
3 3  
5 +1.2 Your list of assessments for the client should something like the screenshot below
4 4  
5 -ASSESSMENTS LIST
7 +[[image:making a report.png]]
6 6  
7 -ASSESSMENTS APPROVE
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 +
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
12 +
13 +1.5 Click the name or graph icon for the desired report
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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.
18 +
19 +[[image:generated report.png]]
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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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23 +
24 +2. New Individual Client Assessment
25 +
26 +2.1
27 +
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