Wiki source code of editing options
Version 8.1 by karimpirani on 2014/06/25 17:43
Show last authors
| author | version | line-number | content |
|---|---|---|---|
| 1 | **Help for Client Assessment Data Edit Options** | ||
| 2 | |||
| 3 | |||
| 4 | |||
| 5 | The Client Assessment Data Edit Options page allows you to Edit an assessment and notes for one of your clients. | ||
| 6 | |||
| 7 | |||
| 8 | |||
| 9 | When you first bring up an assessment to view (e.g. CANS as shown in the set of figures below),(% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)click on the Edit button at the bottom of the page to display the assessment Edit page: | ||
| 10 | |||
| 11 | [[image:editing options 1.PNG||width="100%"]] | ||
| 12 | |||
| 13 | |||
| 14 | |||
| 15 | 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. | ||
| 16 | |||
| 17 | |||
| 18 | |||
| 19 | **Assessment Edit options** | ||
| 20 | |||
| 21 | ~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. | ||
| 22 | |||
| 23 | |||
| 24 | |||
| 25 | 2. To view definitions for the assessment items, click on the title of an item to bring up a display of its ratings definitions. | ||
| 26 | |||
| 27 | You may also select one of the rating options from the popup help window. | ||
| 28 | |||
| 29 | [[image:editing options 2.PNG||width="100%"]] | ||
| 30 | |||
| 31 | |||
| 32 | |||
| 33 | 3. To add notes for a given assessment item, click on the Notes area adjacent to the item. | ||
| 34 | |||
| 35 | [[image:editing options 3.PNG||width="100%"]] | ||
| 36 | |||
| 37 | |||
| 38 | |||
| 39 | |||
| 40 | |||
| 41 | 4. Along the bottom of the page, the following options are also provided: | ||
| 42 | |||
| 43 | [[image:editing options 4.PNG||width="100%"]] | ||
| 44 | |||
| 45 | |||
| 46 | 4.1 PRINT: Open the OA report utility to present a detailed assessment report | ||
| 47 | |||
| 48 | 4.2 RESET: Reverts the form to display the data that was last Saved. All changes made since the last SAVE will be lost. | ||
| 49 | |||
| 50 | 4.3 SAVE: Saves your work. This will copy all current data to the survey database. | ||
| 51 | |||
| 52 | 4.4 STOP EDITING: Saves the data and returns to the [[Client Assessment Data View>>doc:Client Assessment Data View]] | ||
| 53 | |||
| 54 | 4.5 SUBMIT FOR APPROVAL: Submits the assessment for review by your supervisor | ||
| 55 | |||
| 56 | 4.6 SUBMIT AND APPROVE: Submits and approves the assessment (this option may be available depending on the permissions set for your role) | ||
| 57 | |||
| 58 | 4.7 DELETE: Deletes the assessment | ||
| 59 | |||
| 60 | |||
| 61 | |||
| 62 | |||
| 63 | 5. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page |