Changes for page Create an Action Plan
Last modified by karimpirani on 2014/06/25 15:16
From 2.2 to 2.1
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... ... @@ -14,6 +14,7 @@ 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
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