Changes for page Create an Action Plan

Last modified by karimpirani on 2014/06/25 15:16
From version Icon 1.2 Icon
edited by karimpirani
on 2014/06/19 17:04
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To version Icon 6.1 Icon
edited by karimpirani
on 2014/06/25 15:13
Change comment: Upload new image action plans - data tab.PNG

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1 -**Help - Creating an Action Plan**
1 +(% style="font-size: 14px; background-color: rgb(255, 255, 255);" %)**__CREATING AN ACTION PLAN__**
2 2  
3 -**~ **
4 4  
5 -What are Action Plans?
6 6  
7 -Action Plans allow you to create a personalized plan of action for each of your clients. Each client Action Plan allows you to record the following high level information:
5 +(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)__What are Action Plans?__
8 8  
9 -1. Start Date - this is the start date for this Action plan, and will be displayed in the table of clients when selecting View Clients, View All Action Plans or View Latest Action Plans
10 -1. Due Date - this is the due date for this Action Plan
11 -1. End Date - this is the end date for this Action Plan
12 -1. Status - options:
7 +Action Plans allow you to create a personalized plan of action for each of your clients. Each client Action Plan allows you to record the following information:
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14 -(% style="font-size: 14.666666984558105px; line-height: 1.4em; background-color: rgb(245, 245, 245);" %) i. Assigned
15 - ii. In Progress
16 - iii. For Approval
17 - iv. Approved
18 - v. Rejected
19 - vi. Working
20 - vii. Complete
9 +**Start Date**: this is the start date for this Action plan, and will be displayed in the table of clients when selecting View Clients, View All Action Plans or View Latest Action Plans
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22 -(% style="font-size: 14.666666984558105px; line-height: 1.4em; background-color: rgb(245, 245, 245);" %)5. Notes - this is an open ended text area where you can record anything about this client and the action plan
11 +**Due Date**: this is the due date for this Action Plan
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24 -
13 +**End Date**: this is the end date for this Action (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Plan
25 25  
26 -
15 +(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Status**: various options, including
27 27  
28 -Action Plan Data area
17 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Assigned
18 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)In Progress
19 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)For Approval
20 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Approved
21 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Rejected
22 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Working
23 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Complete
29 29  
30 -The Action Plan Data tab is where you will record all the details about the presenting issues, goals and services. Each of these sections is described below:
25 +(((
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32 -[[image:Missing.png||height="189" width="800"]]
27 +)))
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34 -
29 +Review of tabs:
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36 -* Instrument Items -
37 -** Assessment instruments, incidents and other presenting issues that are recorded in SMR may be selected for inclusion in an Action Plan.
38 -** Click on the "+" icon to open the instrument selection menu:
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40 -[[image:Missing.png||height="449" width="800"]]
32 +__Notes__
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42 -*
43 -** Select each instrument item to be included in this Action Plan and click on the "Add Answer" icon
34 +this is an open ended text area where you can record anything about this client and the action plan
44 44  
45 -[[image:Missing.png||height="464" width="800"]]
36 +INSERT NOTE SCREENSHOT HERE
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47 -*
48 -** After clicking on the OK button, you may select a specific instrument item to provide further detail.
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50 -[[image:Missing.png||height="426" width="800"]]
39 +__Action Plan Data__
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52 -
41 +The Action Plan Data tab is where you can record all details about instruments, goals, and services. Each of these 3 sections is described below:
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54 -
43 +INSERT DATA TABLE SCREENSHOT HERE
55 55  
56 -* Goals
57 -** Defining goals for this Action Plan allow you to define the specific goals that this Action Plan is designed to achieve
58 -** Goal items are defined by your SMR administrator under the Administration - Taxonomy area.
59 -** To select a goal for this Action Plan, click on the Goals area to expand the Goals section, then click on the "+" icon
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61 -[[image:Missing.png||height="590" width="800"]]
46 +**Instrument Items**: Assessment instruments, incidents and other presenting issues that are recorded in the system may be selected for inclusion in an Action Plan. Click on the green "+" icon to open the "Instrument" selection menu:
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63 -*
64 -** Select a goal by clicking on the "+" next to the Goals data area, then pick a goal from the set.
65 -** Enter Date, Notes, and Status and click on OK to save this goal to this Action Plan.
48 +INSERT INSTRUMENT SCREENSHOT HERE
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67 -
68 68  
69 -
51 +Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
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71 -* Services
53 +After clicking on the OK button, you may select a specific instrument item to provide further detail. Note: the yellow icon represented by an exclamation point serves as a useful tool to extrapolate any potential danger areas in terms of responses to questioning, as it lists all responses of "2" or "3" INSERT ASSESSMENT
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73 -*
74 -** Defining services for this Action Plan allow you to define the specific services that this Action Plan must deliver to achieve its goals
75 -** Services items are defined by your SMR administrator under the Administration - Taxonomy area.
76 -** To select a service for this Action Plan, click on the Services area to expand the Services section, then click on the "+" icon
55 +INFORMATION SCREENSHOT HERE
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78 -[[image:Missing.png||height="508" width="800"]]
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80 -*
81 -** Select one or more services from the list, then enter any additional information in the Notes section.
58 +**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
82 82  
83 -[[image:Missing.png||height="464" width="800"]]
60 +(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Goal items are defined by your system administrator under the Administration - Taxonomy area. To select a goal for this Action Plan, click on the Goals area to expand the Goals section, then click on the green "+" icon
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85 -
62 +Select a goal by clicking on the "+" next to the Goals data area, then pick a goal from the set. Enter Date, Notes, and Status and click on "OK" to save this goal to this Action Plan.
86 86  
87 -
64 +INSERT GOAL SCREENSHOT HERE
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89 -Overview
90 90  
91 -The Overview tab provides an at-a-glance view of the Notes and Data sections of the Action Plan.
67 +**Services**: This section allows you to define the specific services that this Action Plan must deliver to achieve its goals
92 92  
93 -[[image:Missing.png||height="441" width="800"]]
69 +Services items are defined by your system administrator under the Administration - Taxonomy area. To select a service for this Action Plan, click on the Services area to expand the Services section, then click on the green "+" icon. Select one or more services from the list, then enter any additional information in the Notes section.
70 +INSERT SERVICES SCREENSHOT HERE
71 +
72 +
73 +__Overview__
74 +
75 +The Overview tab provides an at-a-glance view of the Notes and Data sections of the Action Plan, as well as other important information.
76 +INSERT OVERVIEW SCREENSHOT HERE
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