Changes for page Create an Action Plan

Last modified by karimpirani on 2014/06/25 15:16
From version Icon 11.2 Icon
edited by karimpirani
on 2014/06/25 15:15
Change comment: There is no comment for this version
To version Icon 2.2 Icon
edited by karimpirani
on 2014/06/25 15:01
Change comment: There is no comment for this version

Summary

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14 14  
15 15  (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Status**: various options, including
16 16  
17 +
17 17  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Assigned
18 18  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)In Progress
19 19  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)For Approval
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22 22  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Working
23 23  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Complete
24 24  
25 -(((
26 +**Notes**: this is an open ended text area where you can record anything about this client and the action plan
26 26  
27 -)))
28 +INSERT NOTE SCREENSHOT HERE
28 28  
29 -Review of tabs:
30 30  
31 -
32 -__Notes__
33 -
34 -this is an open ended text area where you can record anything about this client and the action plan
35 -
36 -[[image:action plans - notes.PNG]]
37 -
38 -
39 39  __Action Plan Data__
40 40  
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:
42 42  
43 -[[image:action plans - data tab.PNG]]
35 +INSERT DATA TABLE SCREENSHOT HERE
44 44  
45 45  
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:
47 47  
48 -[[image:action plans - open instrument and add.PNG]]
40 +INSERT INSTRUMENT SCREENSHOT HERE
49 49  
50 50  
51 51  Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
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52 52  
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
54 54  
47 +INFORMATION SCREENSHOT HERE
55 55  
56 -[[image:action plans - assessment information.PNG]]
57 57  
50 +**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve (% 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
58 58  
59 -**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
52 +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.
53 +INSERT GOAL SCREENSHOT HERE
60 60  
61 -(% 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
62 -
63 -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.
64 -
65 -
66 -[[image:action plans - new goals.PNG]]
67 -
68 -
69 -**Services**: This section allows you to define the specific services that this Action Plan must deliver to achieve its goals
70 -
71 -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.
72 -
73 -[[image:action plans - new services.PNG]]
74 -
75 -
76 -__Overview__
77 -
78 -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.
79 -
80 -[[image:action plans - overview tab.PNG]]
55 +**Services**: This section allows you to define the specific services that this Action Plan must deliver to achieve its goalsServices items are defined by your SMR 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
56 +Select one or more services from the list, then enter any additional information in the Notes section.
57 +INSERT SERVICES SCREENSHOT HERE
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