Changes for page Client Assessment Data View Options
Last modified by karimpirani on 2014/07/01 16:40
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... ... @@ -1,66 +1,75 @@ 1 + 1 1 **Help page for the Client Assessment Data View Options Page** 2 2 4 + 3 3 6 +The Client Assessment Data View Options page allows you to **view **detailed assessment ratings and notes for one of your clients. 4 4 8 + 5 5 6 - TheClientAssessment Data View Options page allowsyou toview detailedassessmentratingsandnotesforone ofyourclients.(%style="font-size:14.44444465637207px;background-color:rgb(245, 245, 245);" %)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: 7 7 8 - When you first selectan assessment (e.g.CANS as shownin theset of figuresbelow) , you will see it in condensed format:12 +[[image:Missing.png||height="517" width="800"]] 9 9 10 - [[image:APO1.PNG||width="100%"]]14 + 11 11 12 12 13 13 18 +**Options available when viewing an assessment :** 14 14 15 - **Optionsavailable when viewing an assessment :**(% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)20 + 16 16 17 17 ~1. The entire assessment can be expanded or collapsed by clicking on the "+" or "-" in the assessment header bar of the assessment page. 18 18 19 19 2. Each category section of the assessment can be expanded or collapsed by clicking on the "+" or "-" next to the category name. 20 20 21 - [[image:CAD2.PNG||width="100%"]]26 + 22 22 28 +[[image:Missing.png||width="502"]] 23 23 24 24 25 25 26 26 3. Print the assessment by clicking on the printer icon in the assessment header bar of the assessment page 27 27 28 -3.1 Print complete :launches the OA report system to display a complete assessment34 +3.1 Print complete - launches the OA-SMR report system to display a complete assessment 29 29 30 -3.2 Print summary :launches the OA report system to display a summary assessment36 +3.2 Print summary - launches the OA-SMR report system to display a summary assessment 31 31 32 -[[image: CAD 3.PNG||width="100%"]]38 +[[image:Missing.png]] 33 33 40 + 34 34 35 - 36 36 4. Select a report by clicking on the Reports dropdown in the assessment header bar. 37 37 38 -4.1 Print Complete :displays a fully expanded version of the assessment for printing, including category, question, score, and comments.44 +4.1 Print Complete - displays a fully expanded version of the assessment for printing, including category, question, score, and comments. 39 39 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)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) 41 41 42 42 43 43 44 44 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. 45 45 52 + 46 46 54 + 47 47 48 - 6. Along the bottomof the page, the following options(seeimage below) are alsoprovided:56 +[[image:Missing.png]] 49 49 50 -6. 1Print:launchestheOA reportsystemtodisplayacomplete assessment58 +6. Along the bottom of the page, the following options are also provided: 51 51 52 -6. 3Edit:Opens theassessmentfor[[editingoptions>>doc:editing options]]60 +6.1 Print - launches the OA-SMR report system to display a complete assessment 53 53 54 -6. 4SubmitforApproval:submitsthe assessment forreview bytheuser'ssupervisor62 +6.3 Edit - Opens the assessment for [[editing options>>doc:editing options]] 55 55 56 -6. 5SubmitandApprove:submitsand approvesthe assessment(thisoptionis availabledependingonthepermissionsset foryourrole)64 +6.4 Submit for Approval - submits the assessment for review by the user's supervisor 57 57 58 -6. 6Delete:deletes the assessment66 +6.5 Submit and Approve - submits and approves the assessment (this option is available depending on the permissions set for your role) 59 59 68 +6.6 Delete - deletes the assessment 60 60 61 - [[image:CAD4.PNG||width="100%"]]70 + 62 62 63 - 64 64 65 65 66 -7. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page 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 +
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