Changes for page Creating an Action Plan

Last modified by karimpirani on 2014/06/27 13:19
From version Icon 6.3 Icon
edited by karimpirani
on 2014/06/27 13:14
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To version Icon 3.2 Icon
edited by karimpirani
on 2014/06/27 13:03
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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:
3 3  
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:
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:
5 5  
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
10 + i. Assigned
11 + ii. In Progress
12 + iii. For Approval
13 + iv. Approved
14 + v. Rejected
15 + vi. Working
16 + vii. Complete
7 7  
8 -Due Date: this is the due date for this Action Plan
18 +5. Notes - this is an open ended text area where you can record anything about this client and the action plan
9 9  
10 -End Date: this is the end date for this Action Plan
20 +
11 11  
12 -Status: various options, including
22 +
13 13  
14 -~1. Assigned
24 +Action Plan Data area
15 15  
16 -2. In Progress
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:
17 17  
18 -3. For Approval
28 +[[image:action plans - blank action plan.PNG]]
19 19  
20 -4. Approved
30 +
21 21  
22 -5. Rejected
32 +* Instrument Items -
33 +** Assessment instruments, incidents and other presenting issues that are recorded in the system may be selected for inclusion in an Action Plan.
34 +** Click on the "+" icon to open the instrument selection menu:
23 23  
24 -6. Working
36 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="449" width="800"]]
25 25  
26 -7. Complete
38 +* \\
39 +** Select each instrument item to be included in this Action Plan and click on the "Add Answer" icon
27 27  
41 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="464" width="800"]]
28 28  
29 -Notes: this is an open ended text area where you can record anything about this client and the action plan
43 +* \\
44 +** After clicking on the OK button, you may select a specific instrument item to provide further detail.
30 30  
46 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="426" width="800"]]
31 31  
32 -INSERT NOTE SCREENSHOT HERE
48 +
33 33  
50 +
34 34  
35 -__Action Plan Data Area__
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
36 36  
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:
57 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="590" width="800"]]
38 38  
39 -INSERT DATA TABLE SCREENSHOT HERE
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.
40 40  
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:
63 +
42 42  
43 -INSERT INSTRUMENT SCREENSHOT HERE
65 +
44 44  
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"
67 +* Services
47 47  
48 -INSERT ASSESSMENT INFORMATION SCREENSHOT HERE
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
49 49  
50 -**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
74 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="508" width="800"]]
51 51  
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
76 +* \\
77 +** Select one or more services from the list, then enter any additional information in the Notes section.
55 55  
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
79 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="464" width="800"]]
57 57  
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
81 +
61 61  
83 +
62 62  
63 -__Overview Tab__
85 +Overview
64 64  
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
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"]]
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