Wiki source code of Client Assessment Data View Options
Version 10.1 by karimpirani on 2014/06/20 13:18
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1 | **Help page for the Client Assessment Data View Options Page** | ||
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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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9 | 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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12 | [[image:APO 1.PNG||width="100%"]] | ||
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16 | **Options available when viewing an assessment :** | ||
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20 | ~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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22 | 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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26 | [[image:CAD 2.PNG||width="100%"]] | ||
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31 | 3. Print the assessment by clicking on the printer icon in the assessment header bar of the assessment page | ||
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33 | 3.1 Print complete - launches the OA-SMR report system to display a complete assessment | ||
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35 | 3.2 Print summary - launches the OA-SMR report system to display a summary assessment | ||
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37 | [[image:CAD 3.PNG||width="100%"]] | ||
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40 | 4. Select a report by clicking on the Reports dropdown in the assessment header bar. | ||
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42 | 4.1 Print Complete - displays a fully expanded version of the assessment for printing, including category, question, score, and comments. | ||
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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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48 | 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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55 | 6. Along the bottom of the page, the following options are also provided: | ||
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57 | 6.1 Print - launches the OA-SMR report system to display a complete assessment | ||
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59 | 6.3 Edit - Opens the assessment for [[editing options>>doc:editing options]] | ||
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61 | 6.4 Submit for Approval - submits the assessment for review by the user's supervisor | ||
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63 | 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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65 | 6.6 Delete - deletes the assessment | ||
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71 | 7. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page |