Changes for page Creating an Action Plan

Last modified by karimpirani on 2014/06/27 13:19
From version Icon 2.1 Icon
edited by karimpirani
on 2014/06/19 17:07
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To version Icon 6.3 Icon
edited by karimpirani
on 2014/06/27 13:14
Change comment: There is no comment for this version

Summary

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1 1  What are Action Plans?
2 2  
3 -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 high level information:
4 4  
5 -1. 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
6 -1. Due Date - this is the due date for this Action Plan
7 -1. End Date - this is the end date for this Action Plan
8 -1. Status - options:
4 +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:
9 9  
10 - i. Assigned
11 - ii. In Progress
12 - iii. For Approval
13 - iv. Approved
14 - v. Rejected
15 - vi. Working
16 - vii. Complete
6 +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
17 17  
18 -5. Notes - this is an open ended text area where you can record anything about this client and the action plan
8 +Due Date: this is the due date for this Action Plan
19 19  
20 -
10 +End Date: this is the end date for this Action Plan
21 21  
22 -
12 +Status: various options, including
23 23  
24 -Action Plan Data area
14 +~1. Assigned
25 25  
26 -The Action Plan Data tab is where you will record all the details about the presenting issues, goals and services. Each of these sections is described below:
16 +2. In Progress
27 27  
28 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="189" width="800"]]
18 +3. For Approval
29 29  
30 -
20 +4. Approved
31 31  
32 -* Instrument Items -
33 -** Assessment instruments, incidents and other presenting issues that are recorded in SMR may be selected for inclusion in an Action Plan.
34 -** Click on the "+" icon to open the instrument selection menu:
22 +5. Rejected
35 35  
36 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="449" width="800"]]
24 +6. Working
37 37  
38 -*
39 -** Select each instrument item to be included in this Action Plan and click on the "Add Answer" icon
26 +7. Complete
40 40  
41 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="464" width="800"]]
42 42  
43 -*
44 -** After clicking on the OK button, you may select a specific instrument item to provide further detail.
29 +Notes: this is an open ended text area where you can record anything about this client and the action plan
45 45  
46 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="426" width="800"]]
47 47  
48 -
32 +INSERT NOTE SCREENSHOT HERE
49 49  
50 -
51 51  
52 -* Goals
53 -** Defining goals for this Action Plan allow you to define the specific goals that this Action Plan is designed to achieve
54 -** Goal items are defined by your SMR administrator under the Administration - Taxonomy area.
55 -** To select a goal for this Action Plan, click on the Goals area to expand the Goals section, then click on the "+" icon
35 +__Action Plan Data Area__
56 56  
57 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="590" width="800"]]
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:
58 58  
59 -*
60 -** Select a goal by clicking on the "+" next to the Goals data area, then pick a goal from the set.
61 -** Enter Date, Notes, and Status and click on OK to save this goal to this Action Plan.
39 +INSERT DATA TABLE SCREENSHOT HERE
62 62  
63 -
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:
64 64  
65 -
43 +INSERT INSTRUMENT SCREENSHOT HERE
66 66  
67 -* Services
45 +Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
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"
68 68  
69 -*
70 -** Defining services for this Action Plan allow you to define the specific services that this Action Plan must deliver to achieve its goals
71 -** Services items are defined by your SMR administrator under the Administration - Taxonomy area.
72 -** To select a service for this Action Plan, click on the Services area to expand the Services section, then click on the "+" icon
48 +INSERT ASSESSMENT INFORMATION SCREENSHOT HERE
73 73  
74 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="508" width="800"]]
50 +**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
75 75  
76 -*
77 -** Select one or more services from the list, then enter any additional information in the Notes section.
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 +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
78 78  
79 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="464" width="800"]]
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
80 80  
81 -
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 +Select one or more services from the list, then enter any additional information in the Notes section.
60 +INSERT SERVICES SCREENSHOT HERE
82 82  
83 -
84 84  
85 -Overview
63 +__Overview Tab__
86 86  
87 -The Overview tab provides an at-a-glance view of the Notes and Data sections of the Action Plan.
88 -
89 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="441" width="800"]]
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
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