Changes for page editing options

Last modified by karimpirani on 2014/07/01 16:42
From version Icon 6.2 Icon
edited by karimpirani
on 2014/06/20 10:21
Change comment: There is no comment for this version
To version Icon 9.1
edited by karimpirani
on 2014/07/01 16:42
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Content
... ... @@ -1,17 +1,13 @@
1 -**Help for Client Assessment Data Edit Options**
1 +**Help - Client Assessment Data Edit Options**
2 2  
3 3  
4 4  
5 5  The Client Assessment Data Edit Options page allows you to Edit an assessment and notes for one of your clients.
6 6  
7 -
7 +When you first bring up an assessment to view (e.g. CANS as shown in the set of figures below), click on the Edit button at the bottom of the page to display the assessment Edit page:
8 8  
9 -When you first bring up an assessment to view (e.g. CANS as shown in the set of figures below),
9 +[[image:editing options 1.PNG||width="100%"]]
10 10  
11 -click on the Edit button at the bottom of the page to display the assessment Edit page:
12 -
13 -[[image:editing options 1.PNG]]
14 -
15 15  
16 16  
17 17  All options on the assessment header bar as described in [[Client Assessment Data View Options>>doc:Client Assessment Data View Options]] are available on this page.
... ... @@ -20,47 +20,42 @@
20 20  
21 21  **Assessment Edit options**
22 22  
23 -~1. You can enter the assessment score (0..3, N/A) by typing the number or by clicking on the option button for each assessment item.
19 +~1. You can enter the assessment score (0,1,2,3, or N/A) by typing the number or by clicking on the option button for each assessment item.
24 24  
25 -
26 -
27 27  2. To view definitions for the assessment items, click on the title of an item to bring up a display of its ratings definitions.
28 28  
29 -You may also select one of the rating options from the popup help window.
23 +You may also select one of the rating options from the pop-up help window.
30 30  
25 +[[image:editing options 2.PNG||width="100%"]]
31 31  
32 -[[image:editing options 2.PNG]]
33 -
34 34  
35 35  
36 36  3. To add notes for a given assessment item, click on the Notes area adjacent to the item.
37 37  
31 +[[image:editing options 3.PNG||width="100%"]]
38 38  
39 -[[image:editing options 3.PNG]]
40 40  
41 41  
42 42  
43 -
44 44  
45 45  4. Along the bottom of the page, the following options are also provided:
46 46  
47 -[[image:editing options 4.PNG]]
39 +[[image:editing options 4.PNG||width="100%"]]
48 48  
49 -4.1 PRINT- Open the OA-SMR report utility to present a detailed assessment report
50 50  
51 -4.2 RESET - Reverts the form to display the data that was last Saved. All changes made since the last SAVE will be lost.
42 +4.1 PRINT: Open the OA report utility to present a detailed assessment report
52 52  
53 -4.3 SAVE - save your work. This will copy all current data to the survey database.
44 +4.2 RESET: Reverts the form to display the data that was last Saved. All changes made since the last SAVE will be lost.
54 54  
55 -4.4 STOP EDITING - Saves the data and returns to the [[Client Assessment Data View>>doc:Client Assessment Data View]]
46 +4.3 SAVE: Saves your work. This will copy all current data to the survey database.
56 56  
57 -4.5 SUBMIT FOR APPROVAL - submits the assessment for review by your supervisor
48 +4.4 STOP EDITING: Saves the data and returns to the [[Client Assessment Data View>>doc:Client Assessment Data View]]
58 58  
59 -4.6 SUBMIT AND APPROVE - submits and approves the assessment (this option may be available depending on the permissions set for your role)
50 +4.5 SUBMIT FOR APPROVAL: Submits the assessment for review by your supervisor
60 60  
61 -4.7 DELETE - deletes the assessment
52 +4.6 SUBMIT AND APPROVE: Submits and approves the assessment (this option may be available depending on the permissions set for your role)
62 62  
63 -
54 +4.7 DELETE: Deletes the assessment
64 64  
65 65  
66 66