Changes for page editing options

Last modified by karimpirani on 2014/07/01 16:42
From version Icon 9.1
edited by karimpirani
on 2014/07/01 16:42
Change comment: There is no comment for this version
To version Icon 7.1 Icon
edited by karimpirani
on 2014/06/20 10:21
Change comment: There is no comment for this version

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1 -**Help - Client Assessment Data Edit Options**
1 +**Help for 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 -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:
7 +
8 8  
9 -[[image:editing options 1.PNG||width="100%"]]
9 +When you first bring up an assessment to view (e.g. CANS as shown in the set of figures below),
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]]||width="100%"]]
14 +
11 11  
12 12  
13 13  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.
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16 16  
17 17  **Assessment Edit options**
18 18  
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.
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.
20 20  
25 +
26 +
21 21  2. To view definitions for the assessment items, click on the title of an item to bring up a display of its ratings definitions.
22 22  
23 -You may also select one of the rating options from the pop-up help window.
29 +You may also select one of the rating options from the popup help window.
24 24  
25 -[[image:editing options 2.PNG||width="100%"]]
26 26  
32 +[[image:editing options 2.PNG]]||width="100%"]]
33 +
27 27  
28 28  
29 29  3. To add notes for a given assessment item, click on the Notes area adjacent to the item.
30 30  
31 -[[image:editing options 3.PNG||width="100%"]]
32 32  
39 +[[image:editing options 3.PNG]]||width="100%"]]
33 33  
41 +
34 34  
35 35  
44 +
36 36  
37 37  4. Along the bottom of the page, the following options are also provided:
38 38  
39 -[[image:editing options 4.PNG||width="100%"]]
48 +[[image:editing options 4.PNG]]||width="100%"]]
40 40  
41 41  
42 -4.1 PRINT: Open the OA report utility to present a detailed assessment report
51 +4.1 PRINT- Open the OA-SMR report utility to present a detailed assessment report
43 43  
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.
53 +4.2 RESET - Reverts the form to display the data that was last Saved. All changes made since the last SAVE will be lost.
45 45  
46 -4.3 SAVE: Saves your work. This will copy all current data to the survey database.
55 +4.3 SAVE - save your work. This will copy all current data to the survey database.
47 47  
48 -4.4 STOP EDITING: Saves the data and returns to the [[Client Assessment Data View>>doc:Client Assessment Data View]]
57 +4.4 STOP EDITING - Saves the data and returns to the [[Client Assessment Data View>>doc:Client Assessment Data View]]
49 49  
50 -4.5 SUBMIT FOR APPROVAL: Submits the assessment for review by your supervisor
59 +4.5 SUBMIT FOR APPROVAL - submits the assessment for review by your supervisor
51 51  
52 -4.6 SUBMIT AND APPROVE: Submits and approves the assessment (this option may be available depending on the permissions set for your role)
61 +4.6 SUBMIT AND APPROVE - submits and approves the assessment (this option may be available depending on the permissions set for your role)
53 53  
54 -4.7 DELETE: Deletes the assessment
63 +4.7 DELETE - deletes the assessment
55 55  
56 56  
57 57  
67 +
68 +
58 58  5. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page