Changes for page FAQ: Frequently Asked Questions (and answers!)

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1	1	=== **__Frequently Asked Questions__** ===
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4		-====== Q: I am trying to view client information, but it does not seem to be here. What is happening? ======
	4	+====== **Q**: I am trying to view client information, but it does not seem to be here. What is happening? ======
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	6	+**A**: The information or data that you anticipated would be in the system might not have been uploaded to it yet. Sometimes, in fact, batch uploads (the means of getting data into the system) are scheduled to take place at regular intervals in advance (e.g. every morning at 4am) and the data might still be in the "waiting to be uploaded" phase. If this is the case, please check back after the next batch uploads is scheduled and takes place, as the data has probably been added at that point.
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7		-Q: I am trying to create a master report or see a shared report or
	8	+====== **Q**: I am trying to create a master report or see a shared report or assign responsibilities but the system won't allow me access. Why? ======
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9		-certain information/data, but the system won't allow me to access it. Why is this the case?
	10	+**A**: You are probably restricted from seeing this information or taking these actions because of the levels of responsibility and access set up through your organization. Remember that items shown throughout the system (e.g. client data, menu options, shared reports) are context sensitive and based strictly on the roles, permissions, and responsibilities set up by your organization. Please contact your system administrator if you feel like your inability to access is in error or to clarify your viewability privileges.
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11		-A: You are probably restricted from seeing this information because of the levels of responsibility and access set up through your organization. Remember that items shown throughout the system (e.g. client data or menu options) are context sensitive and based strictly on the roles, permissions, and responsibilities set up by your organization. Please contact your system administrator if you feel like your inability to access is in error or to clarify your viewability privileges.
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14		-batch uploads can be scheduled, data has not been received...
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16	16	====== **Q**: I want to learn how to create a new report. Where should I go? ======
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18		-A: To get a quick overview of report creation, you can click [[here>>doc:Creating a New Report - Overview]]. Remember as well that there are many different report types you can look into including: [[Progression>>doc:Progression Report]], [[Tickler>>doc:Tickler Report]], [[Assessment Aging>>doc:Assessment Aging]], [[Outcome Snapshot>>doc:Outcome Snapshot Report]], [[Outcome Comparison>>doc:Outcome Comparison Report]], [[Count Clients>>doc:Count Clients Report]], [[Count Assessments>>doc:Count Assessments Report]], and [[Clients with no Assessments>>doc:Clients with No Assessments Report]].
	14	+**A**: To get a quick overview of report creation, you can click [[here>>doc:Creating a New Report - Overview]]. Remember as well that there are many different report types you can look into including: [[Progression>>doc:Progression Report]], [[Tickler>>doc:Tickler Report]], [[Assessment Aging>>doc:Assessment Aging]], [[Outcome Snapshot>>doc:Outcome Snapshot Report]], [[Outcome Comparison>>doc:Outcome Comparison Report]], [[Count Clients>>doc:Count Clients Report]], [[Count Assessments>>doc:Count Assessments Report]], and [[Clients with no Assessments>>doc:Clients with No Assessments Report]].
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20	20	====== **Q**: The parameter options in the report section seem broad. Is there a way to tailor the options (and pull-down menus) to my organization more specifically? ======
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22		-A: Yes, most definitely. Like many things in the OA system, parameters are also configurable based on the needs of your organization, and we are certainly happy to help you with this. For example, if you only work with children, we can configure the age section options to reflect only that pool of the population - thereby potentially easing some burden for you.
	18	+**A**: Yes, most definitely. Like many things in the OA system, parameters are also configurable based on the needs of your organization, and we are certainly happy to help you with this. For example, if you only work with children, we can configure the age section options to reflect only that pool of the population - thereby potentially easing some burden for you.
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24	24	====== **Q**: Also, what is the default setting on parameters? Am I filtering things out or choosing to include them? ======
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26		-A: You can indeed leave some parameter areas blank. Making selections for parameters means you are choosing to narrow down your criteria for that specific paramater (i.e. Reporting Units). The rule is that your parameter entries are ways to limit the types of things included in your report. Choosing none (i.e. making no selection or leaving things blank), on the other hand, implies you do not wish to narrow your data down by that criterion and so the report will simply include all possibilities/options.
	22	+**A**: You can indeed leave some parameter areas blank. Making selections for parameters means you are choosing to narrow down your criteria for that specific paramater (i.e. Reporting Units). The rule is that your parameter entries are ways to limit the types of things included in your report. Choosing none (i.e. making no selection or leaving things blank), on the other hand, implies you do not wish to narrow your data down by that criterion and so the report will simply include all possibilities/options.
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28	28	====== **Q**: I can't seem to see the report I just generated. Why is it not opening? ======
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	82	+(% style="font-family: sans-serif; font-size: 14px; font-style: normal; line-height: 19.600000381469727px; text-align: start;" %)batch uploads can be scheduled, data has not been received...
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	87	+(% style="font-family: sans-serif; font-size: 14px; font-style: normal; line-height: 19.600000381469727px; text-align: start;" %)batch uploads can be scheduled, data has not been received...
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