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 7.1 Icon
edited by karimpirani
on 2014/06/25 15:13
Change comment: Upload new image action plans - open instrument and add.PNG

Summary

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33 33  
34 34  this is an open ended text area where you can record anything about this client and the action plan
35 35  
36 -[[image:action plans - notes.PNG]]
36 +INSERT NOTE SCREENSHOT HERE
37 37  
38 38  
39 39  __Action Plan Data__
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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]]
43 +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]]
48 +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  
55 +INFORMATION SCREENSHOT HERE
55 55  
56 -[[image:action plans - assessment information.PNG]]
57 57  
58 -
59 59  **Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
60 60  
61 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
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62 62  
63 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 64  
64 +INSERT GOAL SCREENSHOT HERE
65 65  
66 -[[image:action plans - new goals.PNG]]
67 67  
68 -
69 69  **Services**: This section allows you to define the specific services that this Action Plan must deliver to achieve its goals
70 70  
71 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.
70 +INSERT SERVICES SCREENSHOT HERE
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76 76  __Overview__
77 77  
78 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.
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76 +INSERT OVERVIEW SCREENSHOT HERE
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