Changes for page Assessments Data

Last modified by dmarder on 2015/06/29 15:26
From version Icon 43.1 Icon
edited by karimpirani
on 2015/02/17 11:27
Change comment: Upload new image new assessment.png
To version Icon 40.1 Icon
edited by karimpirani
on 2015/02/16 22:15
Change comment: Upload new image aa 3.1.png

Summary

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2 2  
3 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.
4 4  
5 -1.2 Your list of assessments for the client should resemble the screenshot below
5 +1.2 Your list of assessments for the client should something like the screenshot below
6 6  
7 7  [[image:making a report.png||width="65%"]]
8 8  
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14 14  
15 15  1.6 Your report will open in a new tab or window, depending on your browser settings
16 16  
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 chosen reports and sets up a very easy-to-follow, side-by-side comparison, as well as some algorithmic calculations, if your system is so programmed.
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 18  
19 19  [[image:generated report.png]]
20 20  
21 -NOTE: Here, only the first category/domain is shown, but the report itself will be multiple pages and cover all domains in similar fashion.
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.
22 22  
23 23  
24 24  2. New Individual Client Assessment
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25 25  
26 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.
27 27  
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 on ID number or date, for example, by clicking on the category or the set of up and down arrows next to each of the categories.
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 30  [[image:nica.png||width="65%"]]
31 31  
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37 37  
38 38  [[image:nica 1.png||width="65%"]]
39 39  
40 -2.6 There are several elements of this page that you should be aware of:
40 +2.6 There are several elements of this page that you should be aware of.
41 41  
42 42  2.6.1 Detailed Client Information. As shown below, the box at the top of your screen will display key information about the client. This includes the client's ID number, name, date of birth, gender, as well as any tags associated with him or her. You can always return to the client's full list of assessments simply by clicking on his or her name.
43 43  
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52 52  * Delete: allows you to click on any assessment and delete it from the system
53 53  * +/- 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
54 54  * 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".
55 -* 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 main categories/domain items as opposed to each individual sub-category and number value.
55 +* 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.
56 56  
57 57  [[image:nica 5.png]]
58 58  
59 59  
60 -* You can also generate 3 different kinds of reports based on the assessment data. NOTE: each of these reports will open in either a new tab or window based on your browser settings. The CANS Outcome report will be based on information from specifically that instrument. The Compare previous will allow you to measure changes easily between assessments. Based on your settings of algorithms, your Algorithm Scores report will provide numerical feedback about the client.
60 +* You can also generate 3 different kinds of reports based on the assessment data. NOTE: each of these reports will open in either a new tab or window based on your browser settings. The CANS Outcome report will be based on information from that instrument specifically. The Compare previous will allow you to measure changes easily between assessments. Based on your settings of algorithms, your Algorithm Scores report will provide numerical feedback about the client.
61 61  
62 62  [[image:nica 6.png]]
63 63  
64 64  
65 -* The "Submit" and "Submit & Approve" options allow you to complete the assessment and then submit it for further review. Whether you see an option for "Submit & Approve" is based on supervisory access settings customized for your institution, but everyone will have the capacity to Submit. Generally, only those users deemed supervisors will have the power to Submit & Approve.
65 +* The "Submit" and "Submit & Approve" options allow you to complete the assessment and then submit it for further review. Whether you see an option for "Submit & Approve" is based on supervisory access settings customizable for your institution, but everyone will have the capacity to Submit. Generally, only those users deemed supervisors will have the power to approve.
66 66  
67 67  [[image:nica 7.png]]
68 68  
69 -NOTE: When you submit the assessment, you may get a dialogue box 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. 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 through the Validation Errors box 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 +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.
70 70  
71 71  [[image:nica 8.png]]
72 72  
73 -You may also notice that located/hovering to the left of your screen is an arrow pointing to the right. This arrow can be clicked to expand into a smaller panel. 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.
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 75  [[image:nica 2.png||width="45%"]] [[image:nica 9.png||width="45%"]]
76 76  
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83 83  
84 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."
85 85  
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.
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.
87 87  
88 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.
89 89  
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91 91  
92 92  [[image:die 2.png]]
93 93  
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.
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.
95 95  
96 96  [[image:die 3.png]]
97 97  
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99 99  
100 100  [[image:die 4.png]]
101 101  
102 -3.8 Now, press the blue button pointing to the right or "alt + right arrow" to begin actual data entry. Your screen will look like the shot below.
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.
103 103  
104 104  [[image:die 5.png]]
105 105  
106 106  
107 -3.9 You have 2 options for entering data:
107 +3.9 You have 2 options for entering data.
108 108  
109 -3.9.1 You can 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.
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.
110 110  
111 -3.9.2 Or, you can select for each category one of the bubbles from the existing options of 0,1,2, or 3 with the click of your mouse.
111 +3.9.2 You can choose to select one of the bubbles from the existing options of 0,1,2, or 3 with the click of your mouse.
112 112  
113 -NOTE: Whichever option you choose, you will notice that your responses will automatically also accomplish the other, complementary method and will also generate color-coding, which allows you to better analyze the data. Thus, your end result for each section will look like the sample directly below. Continue on to other sections by pressing the blue buttons directing you to additional categories until you reach the home screen once again. This is when you know you have completed all the requisite data entry.
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.
114 114  
115 115  [[image:die 5.1.png]]
116 116  
117 -3.10 Make sure to press the Save button as you 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."
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."
118 118  
119 119  [[image:die 6.png]]
120 120  
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158 158  
159 159  5.3 You can refresh the list to see periodically if any other assessments have arrived for approval.
160 160  
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 need.
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.
162 162  
163 163  [[image:aa filter.png]]
164 164  
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 shown below.
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.
166 166  
167 167  [[image:aa 3.png]]
168 168  
169 -For both, you will be guided by the fairly explicit marker, which will allow you to approve or reject an assessment.
170 -
171 -[[image:aa 4.png]]
172 -
173 -
174 174  5.5.1 Sequential Approve
175 175  
176 -You will see each client's assessment pop up, as shown below. This may be a good time to use the +/- feature in the bottom toolbar, as this will allow you to get a snapshot view when you prefer, but also enable you to examine in greater detail when needed. Note that you will have similar options with regard to generating and printing reports as previously discussed. Importantly, though, you can approve or reject each candidate on a rolling basis. Once you hit either approve or reject for any candidate, the next candidate's assessment will appear for your review.
171 +You will see each client's assessment pop up
177 177  
178 178  [[image:aa sequential.png]]
179 -
180 -5.5.2 Batch Approve
181 -
182 -In this method, the assessments will also show up based on client, but in a slightly different format. To the left of your screen, you will see a panel of the upcoming clients and their assessments. The right of the screen will feature the report, which you can also examine in the same level of detail. Similarly, you will be able to see approve or reject the assessment and move on to the next one with relative ease. The main difference, therefore, is not substantive but in the method of presentation.
183 -
184 -[[image:aa 3.1.png]]
185 -
186 -NOTE: Both processes are equally effective and accomplish the exact same objectives; a choice is offered only to help adapt to different viewing and formatting preferences.
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