Wiki source code of Client Assessment Data View Options
Last modified by karimpirani on 2014/07/01 16:40
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1 | **Help - Client Assessment Data View Options Page** | ||
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4 | 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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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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13 | **Options available when viewing an assessment:** | ||
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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 | 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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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 | ||
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28 | 3.2 Print summary: launches the OA report system to display a summary assessment | ||
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30 | [[image:CAD 3.PNG||width="100%"]] | ||
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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. | ||
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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) | ||
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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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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 | ||
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50 | 6.3 Edit: Opens the assessment for [[editing options>>doc:editing options]] | ||
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52 | 6.4 Submit for Approval: submits the assessment for review by the user's supervisor | ||
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54 | 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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56 | 6.6 Delete: deletes the assessment | ||
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59 | [[image:CAD 4.PNG||width="100%"]] | ||
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64 | 7. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page |