Last modified by karimpirani on 2014/07/01 16:40

From version Icon 10.1 Icon
edited by karimpirani
on 2014/06/20 13:18
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To version Icon 11.1 Icon
edited by karimpirani
on 2014/06/25 17:39
Change comment: There is no comment for this version

Summary

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1 1  **Help page for the Client Assessment Data View Options Page**
2 2  
3 -
4 4  
5 -The Client Assessment Data View Options page allows you to **view **detailed assessment ratings and notes for one of your clients.
6 6  
7 -
8 8  
6 +The Client Assessment Data View Options page allows you to view detailed assessment ratings and notes for one of your clients.(% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)
7 +
9 9  When you first select an assessment (e.g. CANS as shown in the set of figures below) , you will see it in condensed format:
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11 -
12 12  [[image:APO 1.PNG||width="100%"]]
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14 14  
15 15  
16 -**Options available when viewing an assessment :**
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15 +**Options available when viewing an assessment :**(% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)
19 19  
20 20  ~1. The entire assessment can be expanded or collapsed by clicking on the "+" or "-" in the assessment header bar of the assessment page.
21 21  
22 22  2. Each category section of the assessment can be expanded or collapsed by clicking on the "+" or "-" next to the category name.
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26 26  [[image:CAD 2.PNG||width="100%"]]
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28 28  
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30 30  
31 31  3. Print the assessment by clicking on the printer icon in the assessment header bar of the assessment page
32 32  
33 -3.1 Print complete - launches the OA-SMR report system to display a complete assessment
28 +3.1 Print complete: launches the OA report system to display a complete assessment
34 34  
35 -3.2 Print summary - launches the OA-SMR report system to display a summary assessment
30 +3.2 Print summary: launches the OA report system to display a summary assessment
36 36  
37 37  [[image:CAD 3.PNG||width="100%"]]
38 38  
39 39  
35 +
40 40  4. Select a report by clicking on the Reports dropdown in the assessment header bar.
41 41  
42 -4.1 Print Complete - displays a fully expanded version of the assessment for printing, including category, question, score, and comments.
38 +4.1 Print Complete: displays a fully expanded version of the assessment for printing, including category, question, score, and comments.
43 43  
44 -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)
40 +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)
45 45  
46 46  
47 47  
48 48  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.
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51 51  
52 -[[image:CAD 4.PNG||width="100%"]]
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48 +6. Along the bottom of the page, the following options (see image below) are also provided:
54 54  
55 -6. Along the bottom of the page, the following options are also provided:
50 +6.1 Print: launches the OA report system to display a complete assessment
56 56  
57 -6.1 Print - launches the OA-SMR report system to display a complete assessment
52 +6.3 Edit: Opens the assessment for [[editing options>>doc:editing options]]
58 58  
59 -6.3 Edit - Opens the assessment for [[editing options>>doc:editing options]]
54 +6.4 Submit for Approval: submits the assessment for review by the user's supervisor
60 60  
61 -6.4 Submit for Approval - submits the assessment for review by the user's supervisor
56 +6.5 Submit and Approve: submits and approves the assessment (this option is available depending on the permissions set for your role)
62 62  
63 -6.5 Submit and Approve - submits and approves the assessment (this option is available depending on the permissions set for your role)
58 +6.6 Delete: deletes the assessment
64 64  
65 -6.6 Delete - deletes the assessment
66 66  
67 -
61 +[[image:CAD 4.PNG||width="100%"]]
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63 +
69 69  
70 70  
71 71  7. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page