Changes for page Inputing Data Basics

Last modified by dmarder on 2015/06/29 15:31
From version Icon 16.1 Icon
edited by karimpirani
on 2015/02/16 16:49
Change comment: Upload new image clients workload dropdown.png
To version Icon 22.1 Icon
edited by karimpirani
on 2015/02/16 16:58
Change comment: There is no comment for this version

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1 -__HOME SCREEN AND TOOLBAR__
1 +__1. HOME SCREEN AND TOOLBAR__
2 2  
3 3  Once you have logged into the system, select the "Data Entry" box from the complete dashboard of available options to begin the data input process.
4 4  
5 5  Upon clicking the "Data Entry" module, a screen like the one below will appear. This is the data input home screen.(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)
6 6  
7 -[[image:first screen||width="100%"]]
7 +[[image:first screen||width="75%"]]
8 8  
9 9  Outlined below are several basic features you should be aware of in relation to this home screen (above) for all uses of this data entry module
10 10  
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20 20  
21 21  (((
22 22  
23 -(% style="line-height: 19.6000003814697px;" %)__CLIENTS LIST__
23 +(% style="line-height: 19.6000003814697px;" %)__2. CLIENTS LIST AND ORGANIZATION__
24 24  )))
25 25  
26 26  (((
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35 35  
36 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.
37 37  
38 -[[image:add to workload.png]]
38 +[[image:add to workload.png||width="75%"]]
39 39  
40 40  
41 +Once you have added the desired clients to the workload, you can view the workload by utilizing the drop-down menu as described above and shown below.
42 +
43 +[[image:clients workload dropdown.png||width="35%"]]
44 +
45 +
46 +After navigating through that, you will see a page like the one below, with all selected clients in the workload. You can run filters to extract clients (see Part 3 below). Also, you can delete clients from the workload by selecting them—by checking the box next to their identifier—and pressing the red "Remove from Workload" button on the bottom right of the screen.
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48 +[[image:remove from workload.png||width="75%"]]
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50 +
41 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.
42 42  
43 -[[image:client info.png]]
53 +[[image:client info.png||width="75%"]]
44 44  
45 45  
46 46  
47 -__FILTERING__
57 +__3. FILTERING__
48 48  
49 49  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.
50 50  
51 51  Once you press the button, a filter section like the one below will open:
52 52  
53 -[[image:filter.png]]
63 +[[image:filter.png||width="75%"]]
54 54  
55 55  
56 56  This filter gives you the ability to examine your data with more particularity in relation to several important characteristics, each outlined below:
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69 69  (((
70 70  For both OU and RU filters, click on the magnifying glass to input your parameters. A screen like the one below should pop up. From there, you can simply make your OU or RU selections by clicking on the plus icons. Alternatively, you can search OU or RU lists by name in the search box located next to the filter icon (this feature is most useful in the event you have a many OUs and RUs). Make sure to hit the blue "apply" button on the bottom right side of the screen once you have made your selections.
71 71  
72 -[[image:ou and ru filter.png]]
82 +[[image:ou and ru filter.png||width="75%"]]
73 73  
74 74  
75 75  Let's take a look at a sample filtering search. Here, assume we are only interested in clients whose last name is "Abbott".
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76 76  
77 77  Below, we would have pulled up the filter by pressing the blue "Show Filter" section, and then entered "Abbott" in the search box located to the right of "Last Name."
78 78  
79 -[[image:filter 2.png]]
89 +[[image:filter 2.png||width="75%"]]
80 80  
81 81  There are several key points here about the filter function:
82 82  
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1 +XWiki.karimpirani
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