Changes for page Client Assessment Data View Options
Last modified by karimpirani on 2014/07/01 16:40
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... ... @@ -1,73 +1,64 @@ 1 -**Help pagefor theClient Assessment Data View Options Page**1 +**Help - 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.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);" %) 6 6 7 - 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: 8 8 9 - When you first selectaassessment(e.g. CANS as shownin the set of figures below) , you will see it in condensed format:8 +[[image:APO 1.PNG||width="100%"]] 10 10 11 -[[image:Missing.png||height="517" width="800"]] 12 - 13 13 14 14 15 - 16 16 17 -**Options available when viewing an assessment :** 13 +**Options available when viewing an assessment :**(% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %) 18 18 19 - 20 - 21 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 22 23 23 2. Each category section of the assessment can be expanded or collapsed by clicking on the "+" or "-" next to the category name. 24 24 25 - 19 +[[image:CAD 2.PNG||width="100%"]] 26 26 27 -[[image:Missing.png||width="502"]] 28 28 29 29 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-SMRreport system to display a complete assessment26 +3.1 Print complete: launches the OA report system to display a complete assessment 34 34 35 -3.2 Print summary -launches the OA-SMRreport system to display a summary assessment28 +3.2 Print summary: launches the OA report system to display a summary assessment 36 36 37 -[[image: Missing.png]]30 +[[image:CAD 3.PNG||width="100%"]] 38 38 39 - 40 40 33 + 41 41 4. Select a report by clicking on the Reports dropdown in the assessment header bar. 42 42 43 -4.1 Print Complete -displays a fully expanded version of the assessment for printing, including category, question, score, and comments.36 +4.1 Print Complete: displays a fully expanded version of the assessment for printing, including category, question, score, and comments. 44 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)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) 46 46 47 47 48 48 49 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 50 51 - 52 52 53 - 54 54 55 - [[image:Missing.png]]46 +6. Along the bottom of the page, the following options (see image below) are also provided: 56 56 57 -6. Alongthebottom ofthepage,thefollowing options are also provided:48 +6.1 Print: launches the OA report system to display a complete assessment 58 58 59 -6. 1Print- launches theOA-SMR reportsystemsplaya complete assessment50 +6.3 Edit: Opens the assessment for [[editing options>>doc:editing options]] 60 60 61 -6. 3Edit-Opens the assessment for[[editingoptions>>doc:editingoptions]]52 +6.4 Submit for Approval: submits the assessment for review by the user's supervisor 62 62 63 -6. 4SubmitforApproval-submits the assessmentforreviewbytheuser's supervisor54 +6.5 Submit and Approve: submits and approves the assessment (this option is available depending on the permissions set for your role) 64 64 65 -6. 5SubmitandApprove- submits and approves the assessment(this option is available depending on the permissions set for your role)56 +6.6 Delete: deletes the assessment 66 66 67 -6.6 Delete - deletes the assessment 68 68 69 - 59 +[[image:CAD 4.PNG||width="100%"]] 70 70 61 + 71 71 72 72 73 73 7. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page
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