Difference between revisions of "Importing Outcome Stars"
(Created page with "''' == Importing Outcome Stars == ''' '''You may have purchased a licence to allow Charitylog users to record Outcome Stars on your system. If so, there is a process that need...") |
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1) Go to ‘Cog’ – ‘Outcomes and Assessments’ – ‘Outcome Groups’ (Or type in search ‘Outcome Groups’) | 1) Go to ‘Cog’ – ‘Outcomes and Assessments’ – ‘Outcome Groups’ (Or type in search ‘Outcome Groups’) | ||
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| + | 2) Select the button which says ‘Import Star Outcome'. | ||
[[File:Outcome_group.PNG]] | [[File:Outcome_group.PNG]] | ||
| + | 3) Select Star Outcome from the dropdown selection. | ||
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| + | [[File:Star_Outcome.PNG]] | ||
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| + | 4) Then ‘Import Star Outcome’ | ||
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| + | [[File:Import_Star_Outcome.PNG]] | ||
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| + | 5) Go into individual user record via ‘Cog – user access – users – then select which user’ | ||
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| + | 6) Under the ‘Navigation’ section within ‘General user details’ set ‘Outcome Star user?’ to ‘Yes’ | ||
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| + | [[File:Outcome_Start_User.PNG]] | ||
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| + | 7) Link to the project within project setup. ‘cog – projects and cases – project setup’ or search ‘project setup’, select your project. Go to the ‘additional data collection’ tab. Then click ‘Save and edit additional data collection’ | ||
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| + | [[File:Project_setup.PNG]] | ||
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| + | [[File:Additional_Data_collection.PNG]] | ||
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| + | 8) Set the ‘used in project’ to ‘yes’ and ‘One or Many assessments Allowed?’ to ‘Multiple outcomes allowed’ Then ‘Save and Close’. | ||
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| + | [[File:Used_in_project.PNG]] | ||
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| + | 9) Go to Client’s record. Then ‘create new referral/case’ Complete any mandatory fields required. Then ‘save and go to... Ladder Outcomes’. | ||
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| + | [[File:Create_new_referral.PNG]] | ||
| + | [[File:Save_and_go_to]] | ||
| + | 10) Then click ‘Show Chart’ | ||
| − | + | [[File:Show_Chart]] | |
Revision as of 15:44, 6 April 2021
Importing Outcome Stars
You may have purchased a licence to allow Charitylog users to record Outcome Stars on your system. If so, there is a process that needs to be undertaken to import these.
Once we have received authorisation to switch the Outcome Stars on and have confirmed the import, you will need to follow these steps to complete the setup.
1) Go to ‘Cog’ – ‘Outcomes and Assessments’ – ‘Outcome Groups’ (Or type in search ‘Outcome Groups’)
2) Select the button which says ‘Import Star Outcome'.
3) Select Star Outcome from the dropdown selection.
4) Then ‘Import Star Outcome’
5) Go into individual user record via ‘Cog – user access – users – then select which user’
6) Under the ‘Navigation’ section within ‘General user details’ set ‘Outcome Star user?’ to ‘Yes’
7) Link to the project within project setup. ‘cog – projects and cases – project setup’ or search ‘project setup’, select your project. Go to the ‘additional data collection’ tab. Then click ‘Save and edit additional data collection’
File:Additional Data collection.PNG
8) Set the ‘used in project’ to ‘yes’ and ‘One or Many assessments Allowed?’ to ‘Multiple outcomes allowed’ Then ‘Save and Close’.
9) Go to Client’s record. Then ‘create new referral/case’ Complete any mandatory fields required. Then ‘save and go to... Ladder Outcomes’.
10) Then click ‘Show Chart’
