Changes for page Create an Action Plan

Last modified by karimpirani on 2014/06/25 15:16
From version Icon 4.1 Icon
edited by karimpirani
on 2014/06/25 15:06
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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Content
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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 +
17 17  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Assigned
18 18  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)In Progress
19 19  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)For Approval
... ... @@ -22,17 +22,8 @@
22 22  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Working
23 23  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Complete
24 24  
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 -)))
28 -
29 -Review of tabs:
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 36  INSERT NOTE SCREENSHOT HERE
37 37  
38 38  
... ... @@ -55,22 +55,11 @@
55 55  INFORMATION SCREENSHOT HERE
56 56  
57 57  
58 -**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
59 59  
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 -
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.
64 64  INSERT GOAL SCREENSHOT HERE
65 65  
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.
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.
70 70  INSERT SERVICES SCREENSHOT HERE
71 -
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