Changes for page Client Assessment Data View Options
Last modified by karimpirani on 2014/07/01 16:40
From version 1.1

edited by karimpirani
on 2014/06/19 14:08
on 2014/06/19 14:08
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... ... @@ -1,1 +1,73 @@ 1 -This is the second page 1 +**Help page for the Client Assessment Data View Options Page** 2 + 3 + 4 + 5 +The Client Assessment Data View Options page allows you to **view **detailed assessment ratings and notes for one of your clients. 6 + 7 + 8 + 9 +When you first select a assessment (e.g. CANS as shown in the set of figures below) , you will see it in condensed format: 10 + 11 +[[image:Missing.png||height="517" width="800"]] 12 + 13 + 14 + 15 + 16 + 17 +**Options available when viewing an assessment :** 18 + 19 + 20 + 21 +~1. The entire assessment can be expanded or collapsed by clicking on the "+" or "-" in the assessment header bar of the assessment page. 22 + 23 +2. Each category section of the assessment can be expanded or collapsed by clicking on the "+" or "-" next to the category name. 24 + 25 + 26 + 27 +[[image:Missing.png||width="502"]] 28 + 29 + 30 + 31 +3. Print the assessment by clicking on the printer icon in the assessment header bar of the assessment page 32 + 33 +3.1 Print complete - launches the OA-SMR report system to display a complete assessment 34 + 35 +3.2 Print summary - launches the OA-SMR report system to display a summary assessment 36 + 37 +[[image:Missing.png]] 38 + 39 + 40 + 41 +4. Select a report by clicking on the Reports dropdown in the assessment header bar. 42 + 43 +4.1 Print Complete - displays a fully expanded version of the assessment for printing, including category, question, score, and comments. 44 + 45 +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) 46 + 47 + 48 + 49 +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. 50 + 51 + 52 + 53 + 54 + 55 +[[image:Missing.png]] 56 + 57 +6. Along the bottom of the page, the following options are also provided: 58 + 59 +6.1 Print - launches the OA-SMR report system to display a complete assessment 60 + 61 +6.3 Edit - Opens the assessment for [[editing options>>doc:editing options]] 62 + 63 +6.4 Submit for Approval - submits the assessment for review by the user's supervisor 64 + 65 +6.5 Submit and Approve - submits and approves the assessment (this option is available depending on the permissions set for your role) 66 + 67 +6.6 Delete - deletes the assessment 68 + 69 + 70 + 71 + 72 + 73 +7. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page
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