Last modified by karimpirani on 2015/02/20 14:24
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edited by sghareeb
on 2014/06/30 10:13
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To version Icon 22.1 Icon
edited by karimpirani
on 2015/02/20 14:14
Change comment: There is no comment for this version

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7 7  The Menus available and viewable by each user will be based on their roles and permissions. For example, the Admin Users will see basically everything, while a system user in the role of clinician, caseworker or supervisor will only see menu options that are relevant to their roles, permissions, responsibilities and the corresponding clients, programs and OUs.
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10 -screen shots here - 4
10 +* (% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)to do screen shots here
11 +** (% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)2 on main main router icons
12 +** (% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)2 on header info
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17 17  === System Setup and Administration ===
18 18  
19 19  All the administration items to be set up are included on this menu drop-down. This illustrates where to set up Roles, Organization Units, Staff, Clients, Responsibilities, Taxonomy (Tags), Batch Uploads (imports) and Exports. This information can also be imported from another system of record, EHR system or other types of corporate system. The imports are still set up here, but the data does not need to be loaded manually for each individual item, staff member or client, etc.
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53 53  Recent clients and recent assessments can be quickly found in the Recent Items menu and pop-up window as shown below.
54 54  
55 55  [[image:Menu - Recent Items .png||width="50%"]]]
53 +
54 +
55 +=== Data Entry ===
56 +
57 +
58 +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.
59 +
60 +Upon clicking the "Data Entry" module, a screen like the one below will appear. This is the data input home screen.
61 +
62 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Inputing+Data+Basics/first%20screen||alt="first screen" width="75%"]][[image:first screen]]
63 +
64 +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
65 +
66 +We start with the top toolbar in blue:
67 +
68 +* "Home" button: located on the top left of the screen, clicking here allows you to go back to the dashboard of menu options
69 +* Clients: this drop-down menu offers a choice between viewing a client list or viewing client workload, both of which serve as management tools
70 +* 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)
71 +* Help: the help button will bring you back to this documentation for further assistance
72 +* Logout: after having entered the desired data, end the session by pressing this button on the top right of the screen
73 +* NOTE: your name (Last, First) will also appear in the toolbar
74 +