Intelligent Intake - Revision history

Jspenceratty at 21:00, 27 November 2018

2018-11-27T21:00:05Z

← Older revision		Revision as of 21:00, 27 November 2018
Line 359:		Line 359:

	<embedvideo service="youtube" dimensions="640x480">https://www.youtube.com/watch?v=NHiIgVByzK8</embedvideo>		<embedvideo service="youtube" dimensions="640x480">https://www.youtube.com/watch?v=NHiIgVByzK8</embedvideo>


			==Training Video - Creating a Document==
			<embedvideo service="youtube" dimensions="640x480">https://www.youtube.com/watch?v=PsUQExwDijE</embedvideo>

Jspenceratty: /* Training Video */

2018-11-26T18:46:56Z

Training Video

← Older revision		Revision as of 18:46, 26 November 2018
Line 357:		Line 357:

	==Training Video==		==Training Video==

			<embedvideo service="youtube" dimensions="640x480">https://www.youtube.com/watch?v=NHiIgVByzK8</embedvideo>

Jspenceratty at 18:44, 26 November 2018

2018-11-26T18:44:53Z

← Older revision		Revision as of 18:44, 26 November 2018
Line 354:		Line 354:
	Case "srchIntakeSystem"		Case "srchIntakeSystem"
	DoCmd.OpenForm "inpClients", , , "Casenum = """ & pvarMyvar & """"		DoCmd.OpenForm "inpClients", , , "Casenum = """ & pvarMyvar & """"


			==Training Video==

Jspenceratty at 18:47, 19 December 2017

2017-12-19T18:47:50Z

Show changes

Jspenceratty at 18:38, 19 December 2017

2017-12-19T18:38:24Z

Show changes

Jspenceratty at 18:24, 19 December 2017

2017-12-19T18:24:58Z

Show changes

Jspenceratty: /* Reports */

2017-12-12T20:02:51Z

Reports

← Older revision		Revision as of 20:02, 12 December 2017
Line 379:		Line 379:
	:4. RInInterviewPrint		:4. RInInterviewPrint
	This report provides a printout of the interview with signature lines for both the interviewee and interviewer. Both of this can be made invisible or ignored if you don’t wish to use them.		This report provides a printout of the interview with signature lines for both the interviewee and interviewer. Both of this can be made invisible or ignored if you don’t wish to use them.
			:5. RInInterQuesPrint
			Used to print out the Fixed Group of Questions from the Intake System Admin Page.
			:6. RInInterQuesPrintsub
			Sub Form on the above Report

	===Queries===		===Queries===

Jspenceratty: /* Forms */

2017-12-12T20:02:16Z

Forms

← Older revision		Revision as of 20:02, 12 December 2017
Line 341:		Line 341:
	:11. inpInDocumentBuildsub		:11. inpInDocumentBuildsub
	Part of the inpinDocumentBuild form, this subform is where the instructions on how to handle the List questions in a document is set up. It remains invisible until a List type question is chosen.		Part of the inpinDocumentBuild form, this subform is where the instructions on how to handle the List questions in a document is set up. It remains invisible until a List type question is chosen.
	:12~~. inpInDocumentQsub~~		:12. inpInFixedGroup
	~~Part of the inpInDocument form, this provides a ‘search’ screen that shows the list of questions, the actions and allows you to edit them or go to them on the form.~~
	~~:13~~. inpInFixedGroup
	The introduction form filled out before developing the questions. It defines the name of the group, when it was created, who created it and other basic information.		The introduction form filled out before developing the questions. It defines the name of the group, when it was created, who created it and other basic information.
	:14. inpInInterview		:13. inpInInterview
	The introduction form filled out before beginning the actual questions in the interview. It links the interview to the case, defines who is being interviewed, allows a conflict check and defines the Fixed Group of questions that will be used for the questions.		The introduction form filled out before beginning the actual questions in the interview. It links the interview to the case, defines who is being interviewed, allows a conflict check and defines the Fixed Group of questions that will be used for the questions.
	:15. inpInInterviewReview		:14. inpInInterviewReview
	This is the review sheet that appears at the end of an interview. It allow the user to review the answers, enter a closing note about the interview, send the interview to their case notes, generate a document or print out the interview.		This is the review sheet that appears at the end of an interview. It allow the user to review the answers, enter a closing note about the interview, send the interview to their case notes, generate a document or print out the interview.
	:16. inpInterviewReviewDocs		:15. inpInterviewReviewDocs
	Obsolete form not currently in use.		Obsolete form not currently in use.
	:17. inpInInterviewssrch		:16. inpInInterviewssrch
	Search form that allows the administrator to find a particular interview and move to the client intake to review it. This shows the questions under each interview.		Search form that allows the administrator to find a particular interview and move to the client intake to review it. This shows the questions under each interview.
	:18. inpInPickAdvice		:17. inpInPickAdvice
	This form, available while building questions, allows the user to link a piece of advice to a particular question. Additional advice can also be added using this form.		This form, available while building questions, allows the user to link a piece of advice to a particular question. Additional advice can also be added using this form.
	:19. inpInQuestions		:18. inpInQuestions
	Questions are entered and defined here. This links the question back to a particular Fixed Group. This is where the content of the question, actions taken, format of the answer, the prompt and other features of a question are entered.		Questions are entered and defined here. This links the question back to a particular Fixed Group. This is where the content of the question, actions taken, format of the answer, the prompt and other features of a question are entered.
	:20. inpInQuestionssrch		:19. inpInQuestionssrch
	A screen used to locate a question. This allows the user to see all the questions under a particular group. Double clicking opens up a form allowing the question to be edited and saved.		A screen used to locate a question. This allows the user to see all the questions under a particular group. Double clicking opens up a form allowing the question to be edited and saved.
	:21. inpInQuestionssub		:20. inpInQuestionssub
	A subform on the inpInQuestions form allowing users to review the questions in a Fixed Group and switch to and edit a different one.		A subform on the inpInQuestions form allowing users to review the questions in a Fixed Group and switch to and edit a different one.
	:22. srchInQuestions		:21. srchInQuestions
	A traditional search screen used to locate a question. This allows the user to see all the questions under a particular group. Double clicking opens up a form allows the question to be edited and saved. This is called from the InpInAdmin form.		A traditional search screen used to locate a question. This allows the user to see all the questions under a particular group. Double clicking opens up a form allows the question to be edited and saved. This is called from the InpInAdmin form.
	:23. srchIntakeSystem		:22. srchIntakeSystem
	A traditional search screen used to locate an interview. This allows the user to see all the interviews in the system and what client they belong to. Double clicking opens up the case that the interview belongs to. This shows up on the Ribbon Bar and Touch Tiles under Client information.		A traditional search screen used to locate an interview. This allows the user to see all the interviews in the system and what client they belong to. Double clicking opens up the case that the interview belongs to. This shows up on the Ribbon Bar and Touch Tiles under Client information.
	:24. Code behind the form inpClients Intake System button		:23. Code behind the form inpClients Intake System button
	The button added to Page 2 of the inpClients form opens the intake system. It has the following code.		The button added to Page 2 of the inpClients form opens the intake system. It has the following code.
	:DoCmd.OpenForm "FInInterviewsOnCase"		:DoCmd.OpenForm "FInInterviewsOnCase"
	:Forms!FInInterviewsOnCase!CASENUM = Me!CASENUM		:Forms!FInInterviewsOnCase!CASENUM = Me!CASENUM


	===Reports===		===Reports===

Jspenceratty: /* How to Use the Intake System */

2017-12-12T19:43:57Z

How to Use the Intake System

← Older revision		Revision as of 19:43, 12 December 2017
Line 11:		Line 11:
	==How to Use the Intake System==		==How to Use the Intake System==
	An Example Interview in Pictures		An Example Interview in Pictures

	A. The Interview begins by selecting the Intake System button on page 2 of the Client Intake.		A. The Interview begins by selecting the Intake System button on page 2 of the Client Intake.

Jspenceratty: /* Overview */

2017-12-12T19:43:37Z

Overview

← Older revision		Revision as of 19:43, 12 December 2017
Line 2:		Line 2:
	==Overview==		==Overview==
	The Intelligent Intake System allows users to:		The Intelligent Intake System allows users to:
	A. Build a set of questions to ask clients in an interview that branch to other questions dependent upon the answers given.		:A. Build a set of questions to ask clients in an interview that branch to other questions dependent upon the answers given.
			:B. Build questions that loop back dependent on the answers, such as names and ages of children.
	B. Build questions that loop back dependent on the answers, such as names and ages of children.		:C. Take these questions and answers and save, print and transfer them to case notes.
			:D. Link questions to advice directed at the intake worker and / or client, and display this advice during the interview.
	C. Take these questions and answers and save, print and transfer them to case notes.		:E. Display prompts directed at the intake worker and client dependent upon the question.
			:F. Automatically generate documents, the contents of which are dependent upon the answers given by the client.
	D. Link questions to advice directed at the intake worker and / or client, and display this advice during the interview.

	E. Display prompts directed at the intake worker and client dependent upon the question.

	F. Automatically generate documents, the contents of which are dependent upon the answers given by the client.


	==How to Use the Intake System==		==How to Use the Intake System==