Wiki source code of Client Assessment Data View Options
Version 1.2 by karimpirani on 2014/06/19 16:02
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| 2 | **Help page for the Client Assessment Data View Options Page** | ||
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| 6 | 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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| 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: | ||
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| 12 | [[image:Missing.png||height="517" width="800"]] | ||
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| 18 | **Options available when viewing an assessment :** | ||
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| 22 | ~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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| 24 | 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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| 28 | [[image:Missing.png||width="502"]] | ||
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| 32 | 3. Print the assessment by clicking on the printer icon in the assessment header bar of the assessment page | ||
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| 34 | 3.1 Print complete - launches the OA-SMR report system to display a complete assessment | ||
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| 36 | 3.2 Print summary - launches the OA-SMR report system to display a summary assessment | ||
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| 38 | [[image:Missing.png]] | ||
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| 42 | 4. Select a report by clicking on the Reports dropdown in the assessment header bar. | ||
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| 44 | 4.1 Print Complete - displays a fully expanded version of the assessment for printing, including category, question, score, and comments. | ||
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| 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) | ||
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| 50 | 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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| 56 | [[image:Missing.png]] | ||
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| 58 | 6. Along the bottom of the page, the following options are also provided: | ||
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| 60 | 6.1 Print - launches the OA-SMR report system to display a complete assessment | ||
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| 62 | 6.3 Edit - Opens the assessment for [[editing options>>url:file:///C:/Users/Karim/Google%20Drive/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/client-assessment-data-entry-options.html]] | ||
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| 64 | 6.4 Submit for Approval - submits the assessment for review by the user's supervisor | ||
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| 66 | 6.5 Submit and Approve - submits and approves the assessment (this option is available depending on the permissions set for your role) | ||
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| 68 | 6.6 Delete - deletes the assessment | ||
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| 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 |