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

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14 14  
15 15  (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Status**: various options, including
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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  
27 +)))
28 +
29 +Review of tabs:
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31 +
32 +__Notes__
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34 +this is an open ended text area where you can record anything about this client and the action plan
35 +
28 28  INSERT NOTE SCREENSHOT HERE
29 29  
30 30  
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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
58 +**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.
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
61 +
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.
63 +
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.
66 +
67 +**Services**: This section allows you to define the specific services that this Action Plan must deliver to achieve its goals
68 +
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.
57 57  INSERT SERVICES SCREENSHOT HERE
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72 +
73 +__Overview__
74 +
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.
76 +INSERT OVERVIEW SCREENSHOT HERE
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