Changes for page Client Assessment Data View Options
Last modified by karimpirani on 2014/07/01 16:40
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... ... @@ -1,64 +1,71 @@ 1 -**Help -Client Assessment Data View Options Page**1 +**Help page for the Client Assessment Data View Options Page** 2 2 3 + 3 3 4 -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);" %)5 +The Client Assessment Data View Options page allows you to **view **detailed assessment ratings and notes for one of your clients. 5 5 6 - Whenyou first select an assessment (e.g. CANS as shown in the set of figures below) , you will see it in condensed format:7 + 7 7 8 - [[image:APO1.PNG||width="100%"]]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: 9 9 11 + 12 +[[image:APO 1.PNG]] ||width="100%"]] 13 + 10 10 11 11 16 +**Options available when viewing an assessment :** 12 12 13 - **Optionsavailable when viewing an assessment :**(% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)18 + 14 14 15 15 ~1. The entire assessment can be expanded or collapsed by clicking on the "+" or "-" in the assessment header bar of the assessment page. 16 16 17 17 2. Each category section of the assessment can be expanded or collapsed by clicking on the "+" or "-" next to the category name. 18 18 19 - [[image:CAD2.PNG||width="100%"]]24 + 20 20 26 +[[image:CAD 2.PNG]]||width="100%"]] 21 21 28 + 22 22 23 23 24 24 3. Print the assessment by clicking on the printer icon in the assessment header bar of the assessment page 25 25 26 -3.1 Print complete :launches the OA report system to display a complete assessment33 +3.1 Print complete - launches the OA-SMR report system to display a complete assessment 27 27 28 -3.2 Print summary :launches the OA report system to display a summary assessment35 +3.2 Print summary - launches the OA-SMR report system to display a summary assessment 29 29 30 -[[image:CAD 3.PNG ||width="100%"]]37 +[[image:CAD 3.PNG]] 31 31 32 32 33 - 34 34 4. Select a report by clicking on the Reports dropdown in the assessment header bar. 35 35 36 -4.1 Print Complete :displays a fully expanded version of the assessment for printing, including category, question, score, and comments.42 +4.1 Print Complete - displays a fully expanded version of the assessment for printing, including category, question, score, and comments. 37 37 38 -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)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) 39 39 40 40 41 41 42 42 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. 43 43 50 + 44 44 52 + [[image:CAD 4.PNG]] ||width="100%"]] 45 45 46 -6. Along the bottom of the page, the following options (see image below) are also provided: 47 47 48 -6. 1Print:launchestheOA reportsystemtodisplayacomplete assessment55 +6. Along the bottom of the page, the following options are also provided: 49 49 50 -6. 3Edit:Opens theassessmentfor[[editingoptions>>doc:editing options]]57 +6.1 Print - launches the OA-SMR report system to display a complete assessment 51 51 52 -6. 4SubmitforApproval:submitsthe assessment forreview bytheuser'ssupervisor59 +6.3 Edit - Opens the assessment for [[editing options>>doc:editing options]] 53 53 54 -6. 5SubmitandApprove:submitsand approvesthe assessment(thisoptionis availabledependingonthepermissionsset foryourrole)61 +6.4 Submit for Approval - submits the assessment for review by the user's supervisor 55 55 56 -6. 6Delete:deletes the assessment63 +6.5 Submit and Approve - submits and approves the assessment (this option is available depending on the permissions set for your role) 57 57 65 +6.6 Delete - deletes the assessment 58 58 59 - [[image:CAD4.PNG||width="100%"]]67 + 60 60 61 - 62 62 63 63 64 64 7. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page