Version 23.1 by karimpirani on 2015/02/20 14:15
Show last authors
1 The Menu Structure is along the top of the browser window. All the headings have a drop down. The basic are show below.
2
3 The System Setup in the first item, which includes all the system administration, set up and initial configuration. The menu items and examples are shown below.
4
5 === Context Sensitive Menu Structure ===
6
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.
8
9
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
13
14 === System Setup and Administration ===
15
16 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.
17
18 [[image:Admin - Roles Menu.png||width="70%"]]
19
20 === Measurement Tools and Assessment ===
21
22 This is where the assessments can most easily be found. This includes assessment for a client as well as the various assessments that could be performed with a client. The image below gives an example with the CANS assessment.
23
24 [[image:Menu Assessment drop down - CANS example.png||width="70%"]]
25
26 === Reports and Analytics ===
27
28 Included in the Reports and Analytics drop down menu primarily are "Reports" and "Algorithms" at this time. Other items may be added to this menu.
29
30
31 Accessing Algorithms is shown below.
32
33 [[image:Menu Bar - Algos.png||width="50%"]]
34
35
36 Accessing Reports is shown below. The structure of the Reports menu bar will evolve over time as more reports are included in the system. Reiterating, what is viewable will also vary based on a users roles, permissions, and assignment to corresponding OUs and RUs.
37
38 [[image:Menu Bar - Reports.png||width="50%"]]
39
40
41 === Data Entry ===
42
43 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.
44
45 Upon clicking the "Data Entry" module, a screen like the one below will appear. This is the data input home screen.
46
47 [[image:http://wiki.objectivearts.com/bin/download/Documentation/Inputing+Data+Basics/first%20screen||alt="first screen" width="75%"]][[image:http://wiki.objectivearts.com/bin/download/Documentation/Inputing+Data+Basics/first%20screen]][[image:http://wiki.objectivearts.com/bin/download/Documentation/Menu+Structure+and+General+Navigation/first%20screen||alt="first screen"]][[image:first screen]]
48
49 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
50
51 We start with the top toolbar in blue:
52
53 * "Home" button: located on the top left of the screen, clicking here allows you to go back to the dashboard of menu options
54 * Clients: this drop-down menu offers a choice between viewing a client list or viewing client workload, both of which serve as management tools
55 * 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)
56 * Help: the help button will bring you back to this documentation for further assistance
57 * Logout: after having entered the desired data, end the session by pressing this button on the top right of the screen
58 * NOTE: your name (Last, First) will also appear in the toolbar
59
60
61 === Support ===
62
63 Other stand-alone modules will typically show up under the support tab. Analytic, Algorithm and Reporting modules will show up under the corresponding topic.
64
65 [[image:Menu - Other modules .png||width="50%"]]]
66
67
68 === Recent Items ===
69
70 Recent clients and recent assessments can be quickly found in the Recent Items menu and pop-up window as shown below.
71
72 [[image:Menu - Recent Items .png||width="50%"]]]
73
74 === ===