Web:Interview System - Revision history

Kempscas: /* Choose Reports */

2017-09-18T21:01:40Z

Choose Reports

← Older revision		Revision as of 21:01, 18 September 2017
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	===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 overall reports.

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

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

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

Kempscas: /* Enter Issues and Advice */

2017-09-18T21:01:12Z

Enter Issues and Advice

← Older revision		Revision as of 21:01, 18 September 2017
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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\|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\|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\|thumb\|none]]~~

	===Choose Reports===		===Choose Reports===

Kempscas: /* Set Up Custom List */

2017-09-18T21:00:51Z

Set Up Custom List

← Older revision		Revision as of 21:00, 18 September 2017
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	Click on a list and the questions that are part of that list will show up on the right		Click on a list and the questions that are part of that list will show up on the right

	To add a new list, click on the ~~arrow pointing~~ to ~~the asterisk and put in the necessary information~~		To add a new list, click on the "New List" button to enter a new list.

	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\|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.

	~~[[File:Int26~~.~~png\|thumb\|none]]~~		Once you’ve selected all the questions for your list, you need to order them. Go to the "Order Questions" button on the Main Management page. 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.

	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\|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\|thumb\|none]]~~

	===Enter Issues and Advice===		===Enter Issues and Advice===

Kempscas: /* Add/Edit Questions */

2017-09-18T20:58:55Z

Add/Edit Questions

← Older revision		Revision as of 20:58, 18 September 2017
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	: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\|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\|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\|thumb\|none]]~~

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

Kempscas: /* Add/Edit Questions */

2017-09-18T20:58:29Z

Add/Edit Questions

← Older revision		Revision as of 20:58, 18 September 2017
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	::(c) National Index Codes – 1010000 to 1999999		::(c) National Index Codes – 1010000 to 1999999
	:::If the question was already in the system, it will show what codes it is currently associated with. Pull down the combo box of the code or list you want to use and make your selection. The question will then be associated with that list or code. To delete a mistake, highlight the code and press the orange Delete button.		:::If the question was already in the system, it will show what codes it is currently associated with. Pull down the combo box of the code or list you want to use and make your selection. The question will then be associated with that list or code. To delete a mistake, highlight the code and press the orange Delete button.
	: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) If you’ve built a new list or added to an old one, go to the Main form and select "Order Questions" to change the order of the questions.

	~~[[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.

Kempscas: /* Add/Edit Questions */

2017-09-18T20:56:36Z

Add/Edit Questions

← Older revision		Revision as of 20:56, 18 September 2017
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	===Add/Edit Questions===		===Add/Edit Questions===
	[[File:~~Int20~~.png\|thumb\|none]]		[[File:WebInterviewAddEditQuestion.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.

Kempscas: /* Management */

2017-09-18T20:51:18Z

Management

← Older revision		Revision as of 20:51, 18 September 2017
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	Some initial investment of time is essential. The System includes over 800 questions, over 800 pieces of advice, and over 150 programmed responses. However, these may need to be made state specific. They might also be on topics you don’t need		Some initial investment of time is essential. The System includes over 800 questions, over 800 pieces of advice, and over 150 programmed responses. However, these may need to be made state specific. They might also be on topics you don’t need
	===Management===		===Management===
	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 Administration, expanding the Interview Management container, and clicking on Interview Management. 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\|thumb\|none]]		[[File:WebInterviewManagementMain.png\|thumb\|none]]

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

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

2017-09-18T20:48:34Z

Print List of Interviews on This Case

← Older revision		Revision as of 20:48, 18 September 2017
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	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]]		[[File:WebListOfInterviews.png\|thumb\|none]]

	==Setup==		==Setup==

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

2017-09-18T20:46:31Z

Relate Other Interviews to This Case

← Older revision		Revision as of 20:46, 18 September 2017
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	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]]		[[File:WebRelateInterview.png\|thumb\|none]]

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

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

2017-09-18T20:45:03Z

Show Old Interviews on a Case

← Older revision		Revision as of 20:45, 18 September 2017
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	====Show Old Interviews on a Case====		====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~~.		Use the dropdown box to select an existing interview and to show its entries.

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

	~~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====