Changes for page Create an Action Plan

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34	34	this is an open ended text area where you can record anything about this client and the action plan
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36		-INSERT NOTE SCREENSHOT HERE
	36	+[[image:action plans - notes.PNG]]
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39	39	__Action Plan Data__
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41	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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	43	+[[image:action plans - data tab.PNG]]
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46	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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48		-INSERT INSTRUMENT SCREENSHOT HERE
	48	+[[image:action plans - open instrument and add.PNG]]
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51	51	Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
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53	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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55		-INFORMATION SCREENSHOT HERE
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	56	+[[image:action plans - assessment information.PNG]]
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58	58	**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
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60	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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62	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.
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64		-INSERT GOAL SCREENSHOT HERE
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	66	+[[image:action plans - new goals.PNG]]
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67	67	**Services**: This section allows you to define the specific services that this Action Plan must deliver to achieve its goals
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69	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.
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	73	+[[image:action plans - new services.PNG]]
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73	73	__Overview__
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75	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.
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	80	+[[image:action plans - overview tab.PNG]]