Changes for page Assessments Data

Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

...	...	@@ -25,100 +25,102 @@
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, although there are no assessments registered for this client, 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 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.
29	29
30		-[[image:new assessment.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.
33	33
34		-2.4. You will be given several different assessment options; these options are specifically designed based on criteria such as the client's age or demographic information. All available assessment types will display, so choose the one that best fits your needs.
	34	+2.4. You will be given several different options; these options are specifically designed based on criteria such as the client's age or demographic information.
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:main assessment screen.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:
41	41
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—to which you can add if you would like.
	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
	44	+[[image:nica 3.png]]
44	44
	46	+2.6.2 Bottom Toolbar
45	45
46		-3. Data and Information Entry
	48	+[[image:toolbar.png||width="65%"]]
47	47
48		-3.1 If you pressed the save button after creating the new assessment, press the "Edit" button for the client for whom you desire to enter assessment information. If not, you will already be on the screen to begin to enter information.
49	49
50		-3.2 NOTE: At this time, you can use the "Pre-populate" feature by pressing the button on the bottom toolbar of your screen. Pre-population is a way to save time because it will allow you to transfer over all the data from a client's previous assessment to the new one, so you will only have to make any changes in information rather than re-entering all of it.
	51	+* Edit: allows you to change information in the assessment (see Part 3 below)
	52	+* Delete: allows you to click on any assessment and delete it from the system
	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	+* 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.
51	51
52		-3.3 Now, whether you have chosen to pre-populate or not, press the button on the right part of the screen marked "Assessment Information." This will take you into entering information specifically for the assessment. 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.
	57	+[[image:nica 5.png]]
53	53
54		-3.4 Because of the way the system is designed, if you forget to add something in this section or make a mistake in subsequent sections, you can simply press your browser's back button to once again arrive at the screen and enter the information.
55	55
56		-3.5 You should see a screen like the one below once you press the "Assessment Information" button.
	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.
57	57
58		-[[image:assessment info.png]]
	62	+[[image:nica 6.png]]
59	59
60		-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.
61	61
62		-[[image:die 3.png]]
	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.
63	63
64		-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.
	67	+[[image:nica 7.png]]
65	65
66		-[[image:die 4.png]]
	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.
67	67
68		-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.
	71	+[[image:nica 8.png]]
69	69
70		-[[image:die 5.png]]
	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.
71	71
72		-3.9 You have 2 options for entering data:
	75	+[[image:nica 2.png||width="45%"]] [[image:nica 9.png||width="45%"]]
73	73
74		-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.
75	75
76		-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.
	78	+3. Data and Information Entry
77	77
78		-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.
	80	+3.1 Press the "Edit" button for the client for whom you desire to enter assessment information.
79	79
80		-[[image:die 5.1.png]]
	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]]
81	81
82		-3.10 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.
	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."
83	83
84		-[[image:die 7.png]]
	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.
85	85
	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.
86	86
	90	+3.5 You should see a screen like the one below once you press the "Assessment Information" button.
87	87
88		-3.11 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."
	92	+[[image:die 2.png]]
89	89
90		-[[image:http://wiki.objectivearts.com/bin/download/Documentation/Assessments+Data/die%206.png||alt="die 6.png"]][[image:die 6.png]]
	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.
91	91
92		-Once you hit "Save," you will be taken to an overall view screen for the assessment. You will also see a toolbar, whose functions are further elaborated below.
	96	+[[image:die 3.png]]
93	93
94		-[[image:toolbar.png||width="65%"]]
	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.
95	95
	100	+[[image:die 4.png]]
96	96
97		-* Edit: if you have more information to enter after pressing Save, or want to adjust same data, this allows you to change information in the assessment
98		-* Delete: allows you to click on any assessment and delete it from the system
99		-* +/- 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
100		-* 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".
101		-* 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.
	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	102
103		-[[image:nica 5.png]]
	104	+[[image:die 5.png]]
104	104
105	105
106		-* 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.
	107	+3.9 You have 2 options for entering data:
107	107
108		-[[image:nica 6.png]]
	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	109
	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.
110	110
111		-* 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.
	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.
112	112
113		-[[image:nica 7.png]]
	115	+[[image:die 5.1.png]]
114	114
115		-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.
	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."
116	116
117		-[[image:nica 8.png]]
	119	+[[image:die 6.png]]
118	118
119		-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.
	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.
120	120
121		-[[image:nica 2.png||width="45%"]] [[image:nica 9.png||width="45%"]]
	123	+[[image:die 7.png]]
122	122
123	123
124	124	4. Adding a Caregiver
...	...	@@ -125,7 +125,7 @@
125	125
126	126	[[image:die 8.png]]
127	127
128		-4.1 No matter which panel you are on as you navigate throughout the editing/entry portions of 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.
	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.
129	129
130	130	4.2 Press the "Add caregiver section" button
131	131