Changes for page Creating an Action Plan

Last modified by karimpirani on 2014/06/27 13:19
From version Icon 12.1 Icon
edited by karimpirani
on 2014/06/27 13:17
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To version Icon 14.1 Icon
edited by karimpirani
on 2014/06/27 13:18
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26 26  7. Complete
27 27  
28 28  
29 -Notes: this is an open ended text area where you can record anything about this client and the action plan
29 +Notes (see below): this is an open ended text area where you can record anything about this client and the action plan
30 30  
31 +[[image:action plans - notes.PNG]]
31 31  
32 -INSERT NOTE SCREENSHOT HERE
33 33  
34 -
35 35  __Action Plan Data Area__
36 36  
37 37  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:
38 38  
39 -INSERT DATA TABLE SCREENSHOT HERE
38 +[[image:action plans - data tab.PNG]]
40 40  
41 41  **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:
42 42  
43 -INSERT INSTRUMENT SCREENSHOT HERE
42 +[[image:action plans - open instrument and add.PNG]]
44 44  
45 45  Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
46 46  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"
47 47  
48 -INSERT ASSESSMENT INFORMATION SCREENSHOT HERE
47 +[[image:action plans - assessment information.PNG]]
49 49  
50 50  **Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
51 51  
52 52  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 53  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.
54 -INSERT GOAL SCREENSHOT HERE
55 55  
54 +[[image:action plans - new goals.PNG]]
55 +
56 +
56 56  **Services**: Defining services for this Action Plan allow you to define the specific services that this Action Plan must deliver to achieve its goals
57 57  
58 58  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
59 59  Select one or more services from the list, then enter any additional information in the Notes section.
60 -INSERT SERVICES SCREENSHOT HERE
61 61  
62 +[[image:action plans - new services.PNG]]
62 62  
64 +
63 63  __Overview Tab__
64 64  
65 65  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.
66 -INSERT OVERVIEW SCREENSHOT HERE
68 +[[image:action plans - overview tab.PNG]]
Icon action plans - overview tab.PNG
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1 +XWiki.karimpirani
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