Changes for page Create an Action Plan

Last modified by karimpirani on 2014/06/25 15:16
From version Icon 3.1 Icon
edited by karimpirani
on 2014/06/25 15:05
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

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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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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
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25 +(((
26 26  
27 +)))
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27 27  Review of tabs:
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29 29  __Notes__
30 30  
31 31  this is an open ended text area where you can record anything about this client and the action plan
32 32  
33 -INSERT NOTE SCREENSHOT HERE
36 +[[image:action plans - notes.PNG]]
34 34  
35 35  
36 36  __Action Plan Data__
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37 37  
38 38  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:
39 39  
40 -INSERT DATA TABLE SCREENSHOT HERE
43 +[[image:action plans - data tab.PNG]]
41 41  
42 42  
43 43  **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:
44 44  
45 -INSERT INSTRUMENT SCREENSHOT HERE
48 +[[image:action plans - open instrument and add.PNG]]
46 46  
47 47  
48 48  Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
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49 49  
50 50  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
51 51  
52 -INFORMATION SCREENSHOT HERE
53 53  
56 +[[image:action plans - assessment information.PNG]]
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55 55  **Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
56 56  
57 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
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58 58  
59 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 60  
61 -INSERT GOAL SCREENSHOT HERE
62 62  
66 +[[image:action plans - new goals.PNG]]
63 63  
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64 64  **Services**: This section allows you to define the specific services that this Action Plan must deliver to achieve its goals
65 65  
66 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.
67 -INSERT SERVICES SCREENSHOT HERE
68 68  
73 +[[image:action plans - new services.PNG]]
69 69  
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70 70  __Overview__
71 71  
72 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
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80 +[[image:action plans - overview tab.PNG]]
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