Changes for page Creating an Action Plan

Last modified by karimpirani on 2014/06/27 13:19
From version Icon 5.1 Icon
edited by karimpirani
on 2014/06/27 13:10
Change comment: Upload new image action plans - data tab.PNG
To version 1.1 Icon
edited by karimpirani
on 2014/06/19 17:07
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26 -__Action Plan Data Area__
24 +Action Plan Data area
27 27  
28 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:
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30 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.
33 +** Assessment instruments, incidents and other presenting issues that are recorded in SMR may be selected for inclusion in an Action Plan.
32 32  ** Click on the "+" icon to open the instrument selection menu:
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34 34  [[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="449" width="800"]]
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37 37  ** Select each instrument item to be included in this Action Plan and click on the "Add Answer" icon
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39 39  [[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="464" width="800"]]
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42 42  ** After clicking on the OK button, you may select a specific instrument item to provide further detail.
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58 58  ** Select a goal by clicking on the "+" next to the Goals data area, then pick a goal from the set.
59 59  ** Enter Date, Notes, and Status and click on OK to save this goal to this Action Plan.
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64 64  
65 65  * Services
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68 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 69  ** Services items are defined by your SMR administrator under the Administration - Taxonomy area.
70 70  ** To select a service for this Action Plan, click on the Services area to expand the Services section, then click on the "+" icon
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75 75  ** Select one or more services from the list, then enter any additional information in the Notes section.
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77 77  [[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="464" width="800"]]
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