Wiki source code of Create an Action Plan

Version 2.3 by karimpirani on 2014/06/25 15:04
Show last authors
1 (% style="font-size: 14px; background-color: rgb(255, 255, 255);" %)**__CREATING AN ACTION PLAN__**
2
3
4
5 (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)__What are Action Plans?__
6
7 Action Plans allow you to create a personalized plan of action for each of your clients. Each client Action Plan allows you to record the following information:
8
9 **Start Date**: this is the start date for this Action plan, and will be displayed in the table of clients when selecting View Clients, View All Action Plans or View Latest Action Plans
10
11 **Due Date**: this is the due date for this Action Plan
12
13 **End Date**: this is the end date for this Action (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Plan
14
15 (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Status**: various options, including
16
17
18 * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Assigned
19 * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)In Progress
20 * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)For Approval
21 * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Approved
22 * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Rejected
23 * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Working
24 * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Complete
25
26 **Notes**: this is an open ended text area where you can record anything about this client and the action plan
27
28 INSERT NOTE SCREENSHOT HERE
29
30
31 __Action Plan Data__
32
33 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:
34
35 INSERT DATA TABLE SCREENSHOT HERE
36
37
38 **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:
39
40 INSERT INSTRUMENT SCREENSHOT HERE
41
42
43 Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
44
45 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
46
47 INFORMATION SCREENSHOT HERE
48
49
50 **Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
51
52 (% 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
53
54 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.
55
56 INSERT GOAL SCREENSHOT HERE
57
58
59 **Services**: This section allows you to define the specific services that this Action Plan must deliver to achieve its goals
60
61 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.
62 INSERT SERVICES SCREENSHOT HERE