Changes for page Inputing Data Basics

Last modified by dmarder on 2015/06/29 15:31
From version Icon 20.1 Icon
edited by karimpirani
on 2015/02/16 16:56
Change comment: There is no comment for this version
To version Icon 18.1 Icon
edited by karimpirani
on 2015/02/16 16:51
Change comment: Upload new image remove from workload.png

Summary

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1 -__1. HOME SCREEN AND TOOLBAR__
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  
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20 20  
21 21  (((
22 22  
23 -(% style="line-height: 19.6000003814697px;" %)__2. CLIENTS LIST AND ORGANIZATION__
23 +(% style="line-height: 19.6000003814697px;" %)__CLIENTS LIST__
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||width="35%"]]
38 +[[image:add to workload.png]]
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]]
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.
47 -
48 -[[image:remove from workload.png]]
49 -
50 -
51 51  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.
52 52  
53 53  [[image:client info.png]]
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54 54  
55 55  
56 56  
57 -__3. FILTERING__
47 +__FILTERING__
58 58  
59 59  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.
60 60