Wiki source code of Assessments Data

Version 13.2 by karimpirani on 2015/02/16 20:45

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karimpirani 5.2 1 ~1. Individual Assessment Reports
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karimpirani 5.2 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.
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karimpirani 5.2 5 1.2 Your list of assessments for the client should something like the screenshot below
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karimpirani 5.2 7 [[image:making a report.png]]
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karimpirani 5.2 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.
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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
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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.
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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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24 2. New Individual Client Assessment
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karimpirani 8.2 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.
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karimpirani 8.2 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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30 [[image:nica.png]]
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karimpirani 13.2 32 2.3 Click the green "New Assessment" tab on the bottom of the screen.
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karimpirani 13.2 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.
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karimpirani 13.2 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.
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karimpirani 8.2 38 [[image:nica 1.png]]
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karimpirani 13.2 40 2.6 There are several elements of this page that you should be aware of.
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karimpirani 13.2 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.
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44 [[image:nica 3.png]]
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46 2.6.2 Bottom Toolbar
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48 [[image:toolbar.png]]
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51 * +/- 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
52 * 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".
53 * The print options, shown below, allow you to print the assessment
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55
56 [[image:nica 5.png]]
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59 [[image:nica 2.png]]
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