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

From version Icon 11.2 Icon
edited by karimpirani
on 2014/07/01 16:38
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To version Icon 9.1 Icon
edited by karimpirani
on 2014/06/20 10:05
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1 -**Help - Client Assessment Data View Options Page**
1 +**Help page for the Client Assessment Data View Options Page**
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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.
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7 +
8 +
6 6  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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8 -[[image:APO 1.PNG||width="100%"]]
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12 +[[image:APO 1.PNG]] ||width="100%"]]
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16 +**Options available when viewing an assessment :**
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13 -**Options available when viewing an assessment :**(% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)
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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.
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17 17  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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19 -[[image:CAD 2.PNG||width="100%"]]
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26 +[[image:CAD 2.PNG]]||width="100%"]]
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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
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26 -3.1 Print complete: launches the OA report system to display a complete assessment
33 +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 assessment
35 +3.2 Print summary - launches the OA-SMR report system to display a summary assessment
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30 -[[image:CAD 3.PNG||width="100%"]]
37 +[[image:CAD 3.PNG]]
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34 34  4. Select a report by clicking on the Reports dropdown in the assessment header bar.
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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)
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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.
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52 +[[image:CAD 4.PNG]] ||width="100%"]]
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46 -6. Along the bottom of the page, the following options (see image below) are also provided:
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48 -6.1 Print: launches the OA report system to display a complete assessment
55 +6. Along the bottom of the page, the following options are also provided:
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50 -6.3 Edit: Opens the assessment for [[editing options>>doc:editing options]]
57 +6.1 Print - launches the OA-SMR report system to display a complete assessment
51 51  
52 -6.4 Submit for Approval: submits the assessment for review by the user's supervisor
59 +6.3 Edit - Opens the assessment for [[editing options>>doc:editing options]]
53 53  
54 -6.5 Submit and Approve: submits and approves the assessment (this option is available depending on the permissions set for your role)
61 +6.4 Submit for Approval - submits the assessment for review by the user's supervisor
55 55  
56 -6.6 Delete: deletes the assessment
63 +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
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59 -[[image:CAD 4.PNG||width="100%"]]
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61 -
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63 63  
64 64  7. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page