Changes for page Creating an Action Plan

Last modified by karimpirani on 2014/06/27 13:19
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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 -[[image:action plans - blank action plan.PNG]]
12 +Status: various options, including
23 23  
24 -
14 +~1. Assigned
25 25  
26 -__Action Plan Data Area__
16 +2. In Progress
27 27  
28 -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:
18 +3. For Approval
29 29  
30 -* Instrument Items -
31 -** Assessment instruments, incidents and other presenting issues that are recorded in the system may be selected for inclusion in an Action Plan.
32 -** Click on the "+" icon to open the instrument selection menu:
20 +4. Approved
33 33  
34 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="449" width="800"]]
22 +5. Rejected
35 35  
36 -* \\
37 -** Select each instrument item to be included in this Action Plan and click on the "Add Answer" icon
24 +6. Working
38 38  
39 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="464" width="800"]]
26 +7. Complete
40 40  
41 -* \\
42 -** After clicking on the OK button, you may select a specific instrument item to provide further detail.
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44 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="426" width="800"]]
29 +Notes (see below): this is an open ended text area where you can record anything about this client and the action plan
45 45  
46 -
31 +[[image:action plans - notes.PNG]]
47 47  
48 -
49 49  
50 -* Goals
51 -** Defining goals for this Action Plan allow you to define the specific goals that this Action Plan is designed to achieve
52 -** Goal items are defined by your SMR administrator under the Administration - Taxonomy area.
53 -** To select a goal for this Action Plan, click on the Goals area to expand the Goals section, then click on the "+" icon
34 +__Action Plan Data Area__
54 54  
55 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="590" width="800"]]
36 +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:
56 56  
57 -* \\
58 -** Select a goal by clicking on the "+" next to the Goals data area, then pick a goal from the set.
59 -** Enter Date, Notes, and Status and click on OK to save this goal to this Action Plan.
38 +[[image:action plans - data tab.PNG]]
60 60  
61 -
40 +**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:
62 62  
63 -
42 +[[image:action plans - open instrument and add.PNG]]
64 64  
65 -* Services
44 +Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
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"
66 66  
67 -* \\
68 -** Defining services for this Action Plan allow you to define the specific services that this Action Plan must deliver to achieve its goals
69 -** Services items are defined by your SMR administrator under the Administration - Taxonomy area.
70 -** To select a service for this Action Plan, click on the Services area to expand the Services section, then click on the "+" icon
47 +[[image:action plans - assessment information.PNG]]
71 71  
72 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="508" width="800"]]
49 +**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
73 73  
74 -* \\
75 -** Select one or more services from the list, then enter any additional information in the Notes section.
51 +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
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.
76 76  
77 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="464" width="800"]]
54 +[[image:action plans - new goals.PNG]]
78 78  
79 -
80 80  
81 -
57 +**Services**: Defining services for this Action Plan allow you to define the specific services that this Action Plan must deliver to achieve its goals
82 82  
83 -Overview
59 +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
60 +Select one or more services from the list, then enter any additional information in the Notes section.
84 84  
85 -The Overview tab provides an at-a-glance view of the Notes and Data sections of the Action Plan.
62 +[[image:action plans - new services.PNG]]
86 86  
87 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="441" width="800"]]
64 +
65 +__Overview Tab__
66 +
67 +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.
68 +[[image:action plans - overview tab.PNG]]
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