Changes for page Assessments Data

Last modified by dmarder on 2015/06/29 15:26
From version Icon 59.1 Icon
edited by Matthew Deceunynck
on 2015/03/31 10:13
Change comment: There is no comment for this version
To version Icon 12.1 Icon
edited by karimpirani
on 2015/02/16 20:41
Change comment: Upload new image nica 5.png

Summary

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1 -XWiki.mdeceunynck
1 +XWiki.karimpirani
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1 -===== Sections =====
1 +~1. Individual Assessment Reports
2 2  
3 -[[1. Client Assessment List>>doc:ClientAssessmentList||title="View and interact with a list of a client's assessments"]]
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 -[[2. New Client Assessment>>doc:NewClientAssessment||title="Create a new assessment for a client"]]
5 +1.2 Your list of assessments for the client should something like the screenshot below
6 6  
7 -[[3. Assessment Data Entry>>doc:AssessmentDataEntry||title="Enter values and other data in an assessment."]]
7 +[[image:making a report.png]]
8 8  
9 -[[4. Add Caregiver Section>>doc:AddingCaregiver]]
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 10  
11 -[[5. Assessment Approval>>doc:Approval||title="Approve a single or multiple assessment"]]
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 12  
13 +1.5 Click the name or graph icon for the desired report
14 +
15 +1.6 Your report will open in a new tab or window, depending on your browser settings
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 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]]
20 +
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 +
23 +
24 +2. New Individual Client Assessment
25 +
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 +
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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