Changes for page Client Assessment Data View Options
Last modified by karimpirani on 2014/07/01 16:40
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... ... @@ -1,1 +1,75 @@ 1 -This is the second page 1 + 2 +**Help page for the Client Assessment Data View Options Page** 3 + 4 + 5 + 6 +The Client Assessment Data View Options page allows you to **view **detailed assessment ratings and notes for one of your clients. 7 + 8 + 9 + 10 +When you first select a assessment (e.g. CANS as shown in the set of figures below) , you will see it in condensed format: 11 + 12 +[[image:Missing.png||height="517" width="800"]] 13 + 14 + 15 + 16 + 17 + 18 +**Options available when viewing an assessment :** 19 + 20 + 21 + 22 +~1. The entire assessment can be expanded or collapsed by clicking on the "+" or "-" in the assessment header bar of the assessment page. 23 + 24 +2. Each category section of the assessment can be expanded or collapsed by clicking on the "+" or "-" next to the category name. 25 + 26 + 27 + 28 +[[image:Missing.png||width="502"]] 29 + 30 + 31 + 32 +3. Print the assessment by clicking on the printer icon in the assessment header bar of the assessment page 33 + 34 +3.1 Print complete - launches the OA-SMR report system to display a complete assessment 35 + 36 +3.2 Print summary - launches the OA-SMR report system to display a summary assessment 37 + 38 +[[image:Missing.png]] 39 + 40 + 41 + 42 +4. Select a report by clicking on the Reports dropdown in the assessment header bar. 43 + 44 +4.1 Print Complete - displays a fully expanded version of the assessment for printing, including category, question, score, and comments. 45 + 46 +4.2 Print Summary - displays a condensed version of the assessment for printing, including the category and overall rating for the category (red/yellow/white) 47 + 48 + 49 + 50 +5. Display Only High Rated (red), Only High & Medium Rated (red/yellow), or All (white) assessment items using the colored circles in the assessment header bar. 51 + 52 + 53 + 54 + 55 + 56 +[[image:Missing.png]] 57 + 58 +6. Along the bottom of the page, the following options are also provided: 59 + 60 +6.1 Print - launches the OA-SMR report system to display a complete assessment 61 + 62 +6.3 Edit - Opens the assessment for [[editing options>>url:file:///C:/Users/Karim/Google%20Drive/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/client-assessment-data-entry-options.html]] 63 + 64 +6.4 Submit for Approval - submits the assessment for review by the user's supervisor 65 + 66 +6.5 Submit and Approve - submits and approves the assessment (this option is available depending on the permissions set for your role) 67 + 68 +6.6 Delete - deletes the assessment 69 + 70 + 71 + 72 + 73 + 74 +7. Caregiver options are described in the [[Survey Caregiver Options Help>>url:file:///C:/Users/Karim/Google%20Drive/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/help+-+survey+caregiver+options.html]] page 75 +