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Below is an alphabetical list of the fields and options located on the Charting Timetable - Data Entry page. To jump directly to the information for a specific field or option, press <Ctrl+F> to access your browser's search field and enter the name of the field/option in question.
Click the Chart Event drop-down arrow and select the type of event for which the charting timetable record is being entered. The default value is "All Events."
NOTE: This option is only available when entering a new charting timetable record. The chart event type of existing records cannot be changed.
NOTE: If a specific event type was selected on the previous (Charting Timetable Data Entry Selection) page, only that event type is available for selection on the Charting Timetable Data Entry page when entering a new record.
This option is only available after charting timetable records have been saved, and it is used for the purposes of deleting those records.
NOTE: The Delete? checkbox is only displayed for records without done dates (if a done date is in place it must first be removed), and those for which no assessment data entry has been done. (Keep in mind that if your agency has the optional "Chart Events Done Dates Data Entry" permission feature turned on, you must have that permission in order to add or remove chart event done dates.)
NOTE: Unless you are a supervisor or in a specific user group ("System Administrator," "Executive Officer," "Direct Care Program Director," "Direct Care Admin Support," or "Executive Support Staff"), you can only enter, update, and delete chart event records for those events to which you are assigned, regardless of permission assignments.
NOTE: Users with the Restrict Charting Event Deletion data entry/access permission do not see the Delete? checkbox and cannot delete existing charting events regardless of whether a done date has been entered.
If applicable, in the Done Date field type or make changes to the date on which the event was completed (using mm/dd/yyyy format).
TIP: The date entered must fall within the date range entered on the previous (Charting Timetable Data Entry Selection) page.
In the Due Date field, type or make changes to the date on which the chart event must be completed (using mm/dd/yyyy format).
NOTE: Users with the Restrict Charting Event Due Date Data Entry permission cannot edit existing charting event due dates.
TIP: The date entered must fall within the date range entered on the previous (Charting Timetable Data Entry Selection) page.
Click the Worker drop-down arrow and select the staff member/reviewer responsible for the selected event.
NOTE: You will only see yourself in the worker selection list unless: a) you are a member of the "Executive Officer," "Direct Care Program Director," "Direct Care Admin Support," or "Executive Support Staff" user groups, -or- b) you are assigned as a supervisor in the Human Resources module Staff Information feature. If you fall under either of those criteria, you will see other users in the worker selection list; specifically, those who have the "Include in Direct Care Staff" permission who also meet at least one of the following categories:
Program directors and deputy directors as assigned in the System Setup module, Agency Program Information, Configure Administration feature
Anyone already assigned a chart event within the specified date range
Anyone with a caseload in the program today
Anyone with chart access to the program
Anyone in the "Direct Care Staff," "Direct Care Admin Support," "Entitlements," and "Housing Reception Desk" user groups, or anyone in the "Executive Officer" or "Executive Support Staff" user groups if a preference has not been set behind-the-scenes to exclude them. (Users in these user groups do not need the "Include in Direct Care Staff" permission in order to be included in the worker list.)
https://demodb.footholdtechnology.com/help/?10435
