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 2.2 Icon
edited by karimpirani
on 2014/06/25 15:01
Change comment: There is no comment for this version

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... ... @@ -23,13 +23,8 @@
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
26 26  
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 -
33 33  INSERT NOTE SCREENSHOT HERE
34 34  
35 35  
... ... @@ -52,22 +52,11 @@
52 52  INFORMATION SCREENSHOT HERE
53 53  
54 54  
55 -**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
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
56 56  
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 -
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.
61 61  INSERT GOAL SCREENSHOT HERE
62 62  
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.
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.
67 67  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