Difference between revisions of "Disabilities"
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Click on the link to merge. | Click on the link to merge. | ||
| − | From the drop down select the second item you wish to merge | + | From the drop down select the second item you wish to merge. |
[[File:Disabilities_merge.PNG]] | [[File:Disabilities_merge.PNG]] | ||
| − | + | Click the "Merge Data" Button. | |
| − | [[File: | + | [[File:Disadilities_warning.PNG]] |
| + | |||
| + | After reading the above warning click 'OK' to perform the merge or 'Cancel' to go back. This process cannot be undone. | ||
Revision as of 11:07, 26 January 2018
Location in standard build: Administration > Drop-Down Lists > Disabilities
The Disabilities drop-down list is used to populate lists of disabilities that orgs/people on the system may have.
Contents
Examples of use
- When users fill in a main disability for a person, for example on the Client Details screen, this list governs the options they have.
- If a person has more than one disability, this can be stored in the Disabilities for... section using the options created in this list.
The list of disabilities
The list of disabilities is usually set up as part of pre-implementation, so it's rare that you will need to configure a Disabilities list from scratch. However, as with any other Drop-Down List, they can be edited or changed over time.
Click on the menu item. This will show you the list of Disabilities that are currently set up on the system.
Click on "Enter New Disability" to add a new entry to the list, or click on the name of an existing one to edit it.
You can now enter/edit the following details:
- Disability Name
- Notes (for information on this screen only; these are not displayed on reporting outputs, nor are they carried into any entries of [[Disabilities for...}disabilities for orgs/people]])
- Display Order
- Active Disability? - whether this Disability is available for use on the system or not
Click "Save Details" when done.
Merging Disabilities
When viewing an existing Disability, there is a link to "Merge Disabilities" (if you have the correct Group Access permissions) which merges another disability. The records linked to the merged disability will be updated automatically.
Select the first item.
Click on the link to merge.
From the drop down select the second item you wish to merge.
Click the "Merge Data" Button.
After reading the above warning click 'OK' to perform the merge or 'Cancel' to go back. This process cannot be undone.
Select the Disability to be removed/merged
You will be taken to a screen where you can pick the other disability category to be merged into this one. Select "Aphasia" and then click "Merge Data".
Confirm Merge
Now a final warning - click "OK";
Check the updated list
You will be returned to the list of disabilities. The merged category has been removed and the category you kept remains. Any orgs/people who had the merged category selected on their records will have had their records updated so that they now have the category that you kept selected on their records instead.
Finally, you may wish to change the name of the category you kept by clicking on it;
Examples of use
The options set up in the list of Disabilities are used:
- On the Client Details screen, when a user selects a Disability for a client (or on any other org/person Type's Details screen if they have the Disability field visible)
- On the Disabilities for... page, where a user can enter multiple Disabilities for a person
Reporting outputs
Data entered using the list of Disabilities is available:
- As part of a data extraction, both as a filter and an output - only the "Main Disability" field is available for Data Extractions.
- In the KPI Report Designer as a filter - for example, the "Number of Clients Accessing Service By Main Disability" report
- On the Blue Folder Lookup page, using the "Full Disability Records" option to add columns to the output spreadsheet
Rob Kay - manual author (talk) 10:27, 27 April 2015 (BST)
