Changes for page Inputing Data Basics

Last modified by dmarder on 2015/06/29 15:31
From version Icon 14.1 Icon
edited by karimpirani
on 2015/02/16 16:29
Change comment: Upload new image add to workload.png
To version Icon 19.1 Icon
edited by karimpirani
on 2015/02/16 16:51
Change comment: Upload new image remove from workload.png

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19 19  * NOTE: your name (Last,First) will also appear in the toolbar
20 20  
21 21  (((
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22 22  (% style="line-height: 19.6000003814697px;" %)__CLIENTS LIST__
23 23  )))
24 24  
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32 32  This can be done by clicking on the various categories to arrange the set by unique ID (from lowest to highest OR highest to lowest), name (alphabetically), or date of birth (oldest to youngest OR youngest to oldest).
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34 34  
36 +For management purposes, the "Add to Workload" feature may be of use. Simply select the several clients you would like to assign to the workload by checking the boxes next to their names, and then press the "Add to Workload" button on the bottom right of your screen.
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38 +[[image:add to workload.png]]
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41 +To view information for any specific or and individual client, simply press anywhere on the horizontal bar where the client's information appears. Once you do that, you will get a screen like the one below, which gives you information about the clients assessments, their ID numbers, dates, and status. See the [[Assessments Data>>doc:Assessments Data]] page for more information about how to use this feature.
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43 +[[image:client info.png]]
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35 35  __FILTERING__
36 36  
37 37  The last major element of the home screen that will assist you is the filter function, which you can utilize by pressing the blue "Show Filter" button to the top right of the screen.
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71 71  * Once you enter any criteria into the filter, the previously blue "Show Filter" section will turn green and read "Hide Filter." If you want to minimize the filter, you can now press the green "Hide Filter" button to deflate the search terms. Note, however, that the button will still remain green, as this indicates that some filter is being applied. Thus, you can always check whether a filter is operating based on the color of the filter button.
72 72  * To delete a previously entered filter or to filter according to different terms, just re-open the filter and change the desired terms. Then, press the blue filter button on the bottom right to apply the filter to your data.
73 73  * The clear button allows you to refresh all of the filters and go back to the default setting of having no filters applied.
86 +* The refresh button on the upper right hand corner of the box allows you to check to see if any new data has appeared since your last search with similar parameters.
74 74  * Additional note about filter searches: for the identifier, first name, and last name search boxes, your entries do not need to be complete words or ID numbers. Rather, you can run a stem search with, for example, just the first three numbers in the ID ("012") or just the first three letters of a last name ("Abb") to yield all results that conform to those criteria.
75 75  )))
76 76  )))
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