Interview System - Revision history

Kempscas: /* Setup */

2017-08-24T14:26:26Z

Setup

← Older revision		Revision as of 14:26, 24 August 2017
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	To add a question to your list, search for it above the list of questions, click on the record selector next to the question, and then push the Add Question button.		To add a question to your list, search for it above the list of questions, click on the record selector next to the question, and then push the Add Question button.

	[[File:Int25.png]]		[[File:Int25.png\|thumb\|none]]

	Once you’ve selected all the questions for your list, you need to order them. Go to the Reorder Questions tab. Select the list you want to work with and the list of questions will appear. Highlight the one you want, then choose the Up or Down arrow to change the order in which it appears. Be sure to save your resulting setup by pressing the You Must Save button.		Once you’ve selected all the questions for your list, you need to order them. Go to the Reorder Questions tab. Select the list you want to work with and the list of questions will appear. Highlight the one you want, then choose the Up or Down arrow to change the order in which it appears. Be sure to save your resulting setup by pressing the You Must Save button.

	[[File:Int26.png]]		[[File:Int26.png\|thumb\|none]]

	You may want to print out your custom lists for review by you or others. You can do this from the Reports Tab. Let’s look at the testList1 list.		You may want to print out your custom lists for review by you or others. You can do this from the Reports Tab. Let’s look at the testList1 list.

	[[File:Int27.png]]		[[File:Int27.png\|thumb\|none]]

	Note the printout shows the question that is associated with the list and the other codes the question is associated with.		Note the printout shows the question that is associated with the list and the other codes the question is associated with.

	[[File:Int28.png]]		[[File:Int28.png\|thumb\|none]]

	===Enter Issues and Advice===		===Enter Issues and Advice===
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	Adding a new issue and advice is as easy as clicking on the arrow with an asterisk, then putting in the issue, the advice, any comment and the date the advice was added		Adding a new issue and advice is as easy as clicking on the arrow with an asterisk, then putting in the issue, the advice, any comment and the date the advice was added

	[[File:Int29.png]]		[[File:Int29.png\|thumb\|none]

	You can now go to the Reports for Advice tab to print out the advice you have associated with a particular code		You can now go to the Reports for Advice tab to print out the advice you have associated with a particular code

	[[File:Int30.png]]		[[File:Int30.png\|thumb\|none]]

	Note the Problem and Advice show up with the code you selected AND all the other codes the advice is associated with.		Note the Problem and Advice show up with the code you selected AND all the other codes the advice is associated with.

	[[File:Int31.png]]		[[File:Int31.png\|thumb\|none]]

	===Choose Reports===		===Choose Reports===
	Choosing Reports from the main Manage the Interview System screen provides you with these overall reports.		Choosing Reports from the main Manage the Interview System screen provides you with these overall reports.

	[[File:Int32.png]]		[[File:Int32.png\|thumb\|none]]

	Let’s look at the Interviews by Advocate for a period of time you enter.		Let’s look at the Interviews by Advocate for a period of time you enter.

	[[File:Int33.png]]		[[File:Int33.png\|thumb\|none]]

Kempscas: /* Add/Edit Questions */

2017-08-24T14:25:36Z

Add/Edit Questions

← Older revision		Revision as of 14:25, 24 August 2017
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	===Add/Edit Questions===		===Add/Edit Questions===
	[[File:Int20.png]]		[[File:Int20.png\|thumb\|none]]

	:i) The Add/Edit Questions button brings us here. First we select a list of questions based upon Problem Code, Specpcode, NatIndx Code, or Word. If you are going to add a new question, use the Word choice and search to see if the question is already in the System.		:i) The Add/Edit Questions button brings us here. First we select a list of questions based upon Problem Code, Specpcode, NatIndx Code, or Word. If you are going to add a new question, use the Word choice and search to see if the question is already in the System.
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	:iv) Once you’ve built a new list or added to an old one, go to the Reorder the Questions tab. Click on a question and press the Up or Down button to change the order in which it is asked. Be sure to save your set up when done.		:iv) Once you’ve built a new list or added to an old one, go to the Reorder the Questions tab. Click on a question and press the Up or Down button to change the order in which it is asked. Be sure to save your set up when done.

	[[File:Int21.png]]		[[File:Int21.png\|thumb\|none]]

	:v) Add Responses to Select Questions - Here is where we can attach programmed responses to questions. These are prompts that come up when a question is answered a certain way. We’ll see this on the Interview later. This programmed response works when the client says they don’t have a safe place to go. The interviewer is prompted to provide a list of shelters and their phone numbers.		:v) Add Responses to Select Questions - Here is where we can attach programmed responses to questions. These are prompts that come up when a question is answered a certain way. We’ll see this on the Interview later. This programmed response works when the client says they don’t have a safe place to go. The interviewer is prompted to provide a list of shelters and their phone numbers.

	[[File:Int22.png]]		[[File:Int22.png\|thumb\|none]]

	:vi) Reports - This is the area where you can get print outs and reports that will help you when working with questions. For example, you can print a list of your Specpcodes for reference when linking questions to codes. Let’s print out the list of questions under problem code 1, Bankruptcy.		:vi) Reports - This is the area where you can get print outs and reports that will help you when working with questions. For example, you can print a list of your Specpcodes for reference when linking questions to codes. Let’s print out the list of questions under problem code 1, Bankruptcy.

	[[File:Int23.png]]		[[File:Int23.png\|thumb\|none]]

	:::Notice that the list shows the question, the order it occurs, the type of question, and the linkage to not only the selected problem code, but the other Specpcodes and NatIndxes		:::Notice that the list shows the question, the order it occurs, the type of question, and the linkage to not only the selected problem code, but the other Specpcodes and NatIndxes

	[[File:Int24.png]]		[[File:Int24.png\|thumb\|none]]

	===Set Up Custom List===		===Set Up Custom List===

Kempscas: /* Interview System Use */

2017-08-24T14:25:07Z

Interview System Use

← Older revision		Revision as of 14:25, 24 August 2017
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	The Interview System is located on Intake Page 2 of the Client Intake		The Interview System is located on Intake Page 2 of the Client Intake

	[[File:Int1.png]]		[[File:Int1.png\|thumb\|none]]

	Click on Start-Edit Interview to start a new interview. This presents the user with five tasks they can perform:		Click on Start-Edit Interview to start a new interview. This presents the user with five tasks they can perform:

Kempscas: /* Interview System Use */

2017-08-24T14:24:46Z

Interview System Use

← Older revision		Revision as of 14:24, 24 August 2017
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	:5) Print List of Interviews on a Case		:5) Print List of Interviews on a Case

	[[File:Int2.png]]		[[File:Int2.png\|thumb\|none]]

	====Start A New Interview====		====Start A New Interview====
	Let’s start an interview. Make sure you first read the instructions for performing a new Interview		Let’s start an interview. Make sure you first read the instructions for performing a new Interview
	:1) Decide who you are interviewing. If the person being interviewed is not the client, you are prompted to enter contact information. Conflict Check Interviewee before starting. Push the Add to Conflicts as Client if appropriate. [[Media:Int3.png]] [[Media:Int4.png]]		:1) Decide who you are interviewing. If the person being interviewed is not the client, you are prompted to enter contact information. Conflict Check Interviewee before starting. Push the Add to Conflicts as Client if appropriate. [[Media:Int3.png]] [[Media:Int4.png\|thumb\|none]]
	:2) If the person being interviewed is the client, select yes from the pull down and it will immediately take you to the Conduct Interview screen. [[Media:Int5.png]]		:2) If the person being interviewed is the client, select yes from the pull down and it will immediately take you to the Conduct Interview screen. [[Media:Int5.png]]
	:3) The Conduct Interview tab is where the user starts asking questions. First they search for a list of questions. The Search by pull down allows them to search for questions by word, problem code, national index code, special problem code, or a custom list.		:3) The Conduct Interview tab is where the user starts asking questions. First they search for a list of questions. The Search by pull down allows them to search for questions by word, problem code, national index code, special problem code, or a custom list.

Kempscas: /* Management */

2017-08-24T14:24:14Z

Management

← Older revision		Revision as of 14:24, 24 August 2017
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	1) Management – The Interview Management requires administrative rights and can be accessed by going to Admin Setup Functions Interview System. This is where you are presented with the simple Manage the Interview System screen that allows you to work with Questions, Custom Lists, Issues and Advice, and overall reports.		1) Management – The Interview Management requires administrative rights and can be accessed by going to Admin Setup Functions Interview System. This is where you are presented with the simple Manage the Interview System screen that allows you to work with Questions, Custom Lists, Issues and Advice, and overall reports.

	[[File:Int19.png]]		[[File:Int19.png\|thumb\|none]]

	===Add/Edit Questions===		===Add/Edit Questions===

Kempscas: /* Setup */

2017-08-24T14:23:18Z

Setup

Show changes

Kempscas: /* Print List of Interviews on This Case */

2017-08-23T22:33:31Z

Print List of Interviews on This Case

← Older revision		Revision as of 22:33, 23 August 2017
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	====Print List of Interviews on This Case====		====Print List of Interviews on This Case====
	~~7) Print List of Interviews on this Case –~~ The user can also print a list of all the Interviews on this case		The user can also print a list of all the Interviews on this case

			[[File:Int18.png\|thumb\|none]]

	==Setup==		==Setup==

Kempscas: /* Relate Other Interviews to This Case */

2017-08-23T22:32:38Z

Relate Other Interviews to This Case

← Older revision		Revision as of 22:32, 23 August 2017
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	====Relate Other Interviews to This Case====		====Relate Other Interviews to This Case====
	~~6) Relate Other Interviews to this Case –~~ A user may wish to relate an interview with another client to this case. For example, the client has a divorce and this is a landlord tenant case. You may wish to relate the interview from the divorce. You might want to relate the interviews with another tenant from the same apartment complex.		A user may wish to relate an interview with another client to this case. For example, the client has a divorce and this is a landlord tenant case. You may wish to relate the interview from the divorce. You might want to relate the interviews with another tenant from the same apartment complex.

			[[File:Int17.png\|thumb\|none]]

	====Print List of Interviews on This Case====		====Print List of Interviews on This Case====

Kempscas: /* Show Old Interviews on a Case */

2017-08-23T22:31:30Z

Show Old Interviews on a Case

← Older revision		Revision as of 22:31, 23 August 2017
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	====Show Old Interviews on a Case====		====Show Old Interviews on a Case====
	~~5) Show Old Interviews on a Case –~~ Clicking on the Show Old Interviews on a Case button displays a pull down with the list of old interviews that apply to the case.		Clicking on the Show Old Interviews on a Case button displays a pull down with the list of old interviews that apply to the case.

			[[File:Int15.png\|thumb\|none]]

	i) This includes interviews from other cases related to this case. This review sheet shows the question, answer, and interviewer’s comments.		This includes interviews from other cases related to this case. This review sheet shows the question, answer, and interviewer’s comments.

			[[File:Int16.png\|thumb\|none]]

	====Relate Other Interviews to This Case====		====Relate Other Interviews to This Case====

Kempscas: /* Resume An Old Interview */

2017-08-23T22:29:54Z

Resume An Old Interview

← Older revision		Revision as of 22:29, 23 August 2017
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	====Resume An Old Interview====		====Resume An Old Interview====
	~~4) Resume an Old Interview~~
	This is not shown, since it is similar to conducting a normal Interview. The user selects the old interview and is taken to the Review Interview tab so they can review what was already asked. They can then go to the Conduct Interview tab to ask more questions from whatever list they select.		This is not shown, since it is similar to conducting a normal Interview. The user selects the old interview and is taken to the Review Interview tab so they can review what was already asked. They can then go to the Conduct Interview tab to ask more questions from whatever list they select.