Wiki source code of Client Assessment Data View Options
Version 8.2 by karimpirani on 2014/06/20 10:04
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1.2 | 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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8.2 | 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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8.1 | 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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8.1 | 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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7.2 | 37 | [[image:CAD 3.PNG]] |
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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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8.2 | 52 | [[image:CAD 4.PNG]] ||width="100%"]] |
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1.2 | 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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2.1 | 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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3.1 | 71 | 7. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page |