Wiki source code of Inputing Data Basics

Last modified by dmarder on 2015/06/29 15:31
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1 ====== __HOME SCREEN AND TOOLBAR__ ======
2
3 {{video url="https://www.youtube.com/watch?v=xLkFw3x72ZQ&list=PLHcGj4_SxYiEHpLDB9EwgVg6hWPyoVGXr"}}
4
5 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.
6
7 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);" %)
8
9 [[image:first screen||width="75%"]]
10
11 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
12
13
14 We start with the top toolbar in blue:
15
16 * "Home" button: located on the top left of the screen, clicking here allows you to go back to the dashboard of menu options
17 * Clients: this drop-down menu offers a choice between viewing a client list or viewing client workload, both of which serve as management tools
18 * Assessments: this drop-down menu is the way to navigate to a list of client assessments or to view assessments in need of approval. For more information on the data available through those functions and more detailed instruction on how to use them, please refer to the [[Assessments Data>>doc:Assessments Data]] page)
19 * Help: the help button will bring you back to this documentation for further assistance
20 * Logout: after having entered the desired data, end the session by pressing this button on the top right of the screen
21 * NOTE: your name (Last,First) will also appear in the toolbar
22
23 (((
24
25 )))
26
27 (((
28 ===== (% style="line-height: 19.6000003814697px;" %)__CLIENTS LIST AND ORGANIZATION__(%%) =====
29 )))
30
31 (((
32 (% style="line-height: 19.6000003814697px;" %)Next, we examine the data to be found in the main box entitled "Clients List." As its title suggests, this box allows you to view a list of all clients in the system sorted primarily by 3 categories: their unique identifier, their name, and their date of birth.
33
34 [[image:sort.png]]
35
36 Using the toolbar pictured above, which appears on top of the three columns of data, you can choose to arrange the information in a manner that best serves your need.
37
38 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).
39
40
41 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.
42
43 [[image:add to workload.png||width="75%"]]
44
45
46 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.
47
48 [[image:clients workload dropdown.png||width="35%"]]
49
50
51 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.
52
53 [[image:remove from workload.png||width="75%"]]
54
55
56 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.
57
58 [[image:client info.png||width="75%"]]
59
60
61
62 ====== __FILTERING__ ======
63
64 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.
65
66 Once you press the button, a filter section like the one below will open:
67
68 [[image:filter.png||width="75%"]]
69
70
71 This filter gives you the ability to examine your data with more particularity in relation to several important characteristics, each outlined below:
72
73 NOTE: It is NOT necessary to enter information in any of these search boxes within the filter area to retrieve results. Rather, your choices here just allow you to access a much more limited and manageable data set and one that is more appropriate for your current needs.
74
75
76 * Identifier: this function is most useful if you know the unique ID of the client you are looking for, as inputing their number will retrieve all of their results (e.g. "0123456")
77 * Date of Birth: to locate clients with a specific date of birth, input that date here to retrieve all clients that match that data (e.g. 01/01/1960)
78 * First Name: if you want to examine data for all clients with a given first name, insert that name in this box by clicking and entering (e.g. "Michael")
79 * Last Name: if you want to examine data for all clients with a given last name, insert that name in this box by clicking and entering ((e.g. "Abbott") [see illustration below]
80 * Active Only: by checking this box, you further limit the pool of clients by restricting your results to those that are currently active in the system
81 * Organizational Unit: this filter can narrow your results by focusing on clients only from one or a select few OUs
82 * Reporting Unit: this filter can narrow your results by focusing on clients only from one or a select few RUs
83
84 (((
85 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.
86
87 [[image:ou and ru filter.png||width="75%"]]
88
89
90 Let's take a look at a sample filtering search. Here, assume we are only interested in clients whose last name is "Abbott".
91
92 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."
93
94 [[image:filter 2.png||width="75%"]]
95
96 There are several key points here about the filter function:
97
98 * 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.
99 * 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.
100 * The clear button allows you to refresh all of the filters and go back to the default setting of having no filters applied.
101 * 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.
102 * 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.
103 )))
104 )))
105 {{/video}}
106
107
108
109 __1. HOME SCREEN AND TOOLBAR__
110
111 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.
112
113 Upon clicking the "Data Entry" module, a screen like the one below will appear. This is the data input home screen.
114
115 [[image:http://wiki.objectivearts.com/bin/downloadrev/Documentation/Inputing+Data+Basics/first%20screen?rev=1.1||alt="first screen" width="75%"]]
116
117 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
118
119 We start with the top toolbar in blue:
120
121 * "Home" button: located on the top left of the screen, clicking here allows you to go back to the dashboard of menu options
122 * Clients: this drop-down menu offers a choice between viewing a client list or viewing client workload, both of which serve as management tools
123 * Assessments: this drop-down menu is the way to navigate to a list of client assessments or to view assessments in need of approval. For more information on the data available through those functions and more detailed instruction on how to use them, please refer to the [[Assessments Data>>url:http://wiki.objectivearts.com/bin/view/Documentation/Assessments+Data]] page)
124 * Help: the help button will bring you back to this documentation for further assistance
125 * Logout: after having entered the desired data, end the session by pressing this button on the top right of the screen
126 * NOTE: your name (Last,First) will also appear in the toolbar
127
128 __2. CLIENTS LIST AND ORGANIZATION__
129
130 Next, we examine the data to be found in the main box entitled "Clients List." As its title suggests, this box allows you to view a list of all clients in the system sorted primarily by 3 categories: their unique identifier, their name, and their date of birth.
131
132 [[image:http://wiki.objectivearts.com/bin/downloadrev/Documentation/Inputing+Data+Basics/sort.png?rev=1.1||alt="sort.png"]]
133
134 Using the toolbar pictured above, which appears on top of the three columns of data, you can choose to arrange the information in a manner that best serves your need.
135
136 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).
137
138 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.
139
140 [[image:http://wiki.objectivearts.com/bin/downloadrev/Documentation/Inputing+Data+Basics/add%20to%20workload.png?rev=1.2||alt="add to workload.png" width="75%"]]
141
142 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.
143
144 [[image:http://wiki.objectivearts.com/bin/downloadrev/Documentation/Inputing+Data+Basics/clients%20workload%20dropdown.png?rev=1.1||alt="clients workload dropdown.png" width="35%"]]
145
146 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.
147
148 [[image:http://wiki.objectivearts.com/bin/downloadrev/Documentation/Inputing+Data+Basics/remove%20from%20workload.png?rev=1.3||alt="remove from workload.png" width="75%"]]
149
150 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>>url:http://wiki.objectivearts.com/bin/view/Documentation/Assessments+Data]] page for more information about how to use this feature.
151
152 [[image:http://wiki.objectivearts.com/bin/downloadrev/Documentation/Inputing+Data+Basics/client%20info.png?rev=1.1||alt="client info.png" width="75%"]]
153
154 __3. FILTERING__
155
156 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.
157
158 Once you press the button, a filter section like the one below will open:
159
160 [[image:http://wiki.objectivearts.com/bin/downloadrev/Documentation/Inputing+Data+Basics/filter.png?rev=1.1||alt="filter.png" width="75%"]]
161
162 This filter gives you the ability to examine your data with more particularity in relation to several important characteristics, each outlined below:
163
164 NOTE: It is NOT necessary to enter information in any of these search boxes within the filter area to retrieve results. Rather, your choices here just allow you to access a much more limited and manageable data set and one that is more appropriate for your current needs.
165
166 * Identifier: this function is most useful if you know the unique ID of the client you are looking for, as inputing their number will retrieve all of their results (e.g. "0123456")
167 * Date of Birth: to locate clients with a specific date of birth, input that date here to retrieve all clients that match that data (e.g. 01/01/1960)
168 * First Name: if you want to examine data for all clients with a given first name, insert that name in this box by clicking and entering (e.g. "Michael")
169 * Last Name: if you want to examine data for all clients with a given last name, insert that name in this box by clicking and entering ((e.g. "Abbott") [see illustration below]
170 * Active Only: by checking this box, you further limit the pool of clients by restricting your results to those that are currently active in the system
171 * Organizational Unit: this filter can narrow your results by focusing on clients only from one or a select few OUs
172 * Reporting Unit: this filter can narrow your results by focusing on clients only from one or a select few RUs
173
174 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.
175
176 [[image:http://wiki.objectivearts.com/bin/downloadrev/Documentation/Inputing+Data+Basics/ou%20and%20ru%20filter.png?rev=1.1||alt="ou and ru filter.png" width="75%"]]
177
178 Let's take a look at a sample filtering search. Here, assume we are only interested in clients whose last name is "Abbott".
179
180 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."
181
182 [[image:http://wiki.objectivearts.com/bin/downloadrev/Documentation/Inputing+Data+Basics/filter%202.png?rev=1.1||alt="filter 2.png" width="75%"]]
183
184 There are several key points here about the filter function:
185
186 * 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.
187 * 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.
188 * The clear button allows you to refresh all of the filters and go back to the default setting of having no filters applied.
189 * 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.
190 * 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.