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 3.1 Icon
edited by karimpirani
on 2014/06/25 15:05
Change comment: There is no comment for this version

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Content
... ... @@ -23,8 +23,13 @@
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
27 27  
27 +Review of tabs:
28 +
29 +__Notes__
30 +
31 +this is an open ended text area where you can record anything about this client and the action plan
32 +
28 28  INSERT NOTE SCREENSHOT HERE
29 29  
30 30  
... ... @@ -47,11 +47,22 @@
47 47  INFORMATION SCREENSHOT HERE
48 48  
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
55 +**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
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.
57 +(% 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 +
59 +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.
60 +
53 53  INSERT GOAL SCREENSHOT HERE
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.
63 +
64 +**Services**: This section allows you to define the specific services that this Action Plan must deliver to achieve its goals
65 +
66 +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.
57 57  INSERT SERVICES SCREENSHOT HERE
68 +
69 +
70 +__Overview__
71 +
72 +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.
73 +INSERT OVERVIEW SCREENSHOT HERE