Changes for page Create an Action Plan

Last modified by karimpirani on 2014/06/25 15:16
From version Icon 2.2 Icon
edited by karimpirani
on 2014/06/25 15:01
Change comment: There is no comment for this version
To version Icon 11.2 Icon
edited by karimpirani
on 2014/06/25 15:15
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 -
18 18  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Assigned
19 19  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)In Progress
20 20  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)For Approval
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23 23  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Working
24 24  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Complete
25 25  
26 -**Notes**: this is an open ended text area where you can record anything about this client and the action plan
25 +(((
27 27  
28 -INSERT NOTE SCREENSHOT HERE
27 +)))
29 29  
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 +
31 31  __Action Plan Data__
32 32  
33 33  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:
34 34  
35 -INSERT DATA TABLE SCREENSHOT HERE
43 +[[image:action plans - data tab.PNG]]
36 36  
37 37  
38 38  **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:
39 39  
40 -INSERT INSTRUMENT SCREENSHOT HERE
48 +[[image:action plans - open instrument and add.PNG]]
41 41  
42 42  
43 43  Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
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44 44  
45 45  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
46 46  
47 -INFORMATION SCREENSHOT HERE
48 48  
56 +[[image:action plans - assessment information.PNG]]
49 49  
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
51 51  
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
59 +**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
54 54  
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
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]]
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