To complete the Res/Day Hab Daily Checklist, complete the following steps from the AWARDS Home screen:

1. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the individual for whom checklist data entry is to be done.
2. Click Charts from the left-hand menu, and then click Services - Individual.  The Individual Services menu fly-out is displayed.
3. Click Res/Day Hab Daily Checkilst.  The Res/Day Hab Daily Checklist page is displayed.

  NOTE: The label of this feature and the pages within it vary based on the type of program being worked with; for example, the feature is typically shown as Res Hab Daily Checklist for Residential Habilitation programs, and Day Hab Daily Checklist for Day Habilitation programs.  Other programs may have a more generic label in place for all programs, such as Hab Daily Checklist.  Regardless of the label used, the functionality is the same as that described in this portion of Online Help. 

4. Click the Individual drop-down arrow and select the individual for whom checklist data entry is to be done.

  TIP: If the checklist data entry to be completed is for a former (discharged) individual, first click the Roster Archives checkbox.

5. Confirm that the Database selection is set to its default - "Data Entry."
6. Click the Display drop-down arrow, select the type of checklist to be completed, and then enter a Date or Month/Year for the checklist to be worked with, as specified here:

  Daily - When selected, in the Date field type the date for which checklist data entry is to be done, using mm/dd/yyyy format or selecting the date using the available date picker.

  TIP: The specified date must fall within the program's standard note editing window, as set under System Setup > Business Rules > Service Records Editing Rules.  The default window is 10 days.

Continue with step 7.

  Weekly - When selected, in the Date field type the date of the first day of the week for which checklist data entry is to be done, using mm/dd/yyyy format or selecting the date using the available date picker; for example, if February 1st is specified here the weekly checklist will cover February 1st to February 7th.  If today's date or any dates in the past six days are specified here, the checklist will include the seven days surrounding (and including) it,not including future dates.

  TIP: In order to complete data entry for a given date during the specified week, that date must fall within the program's standard note editing window, as set under System Setup > Business Rules > Service Records Editing Rules.  The default window is 10 days.

Continue with step 7.

  Monthly - When selected, click the Month and Year drop-down arrows and select the month and year for which checklist data entry is to be done.  Continue with step 9.

7. Click CONTINUE.  The Res/Day Hab Daily Checklist data entry page is displayed, containing a table listing current goals from the res/day hab plan for the individual, the valued outcome type for each, and a rating scale to be used to indicate individual accomplishment for the day.

  NOTE: The specific labels on this page may vary from program to program based on the configuration of the plans data is being pulled from.  Common label sets include Valued Outcome, Staff Services/Supports, and Hab Activities, or Valued Outcome, Goal, and Task/Activity.  Regardless of the labels, the functionality described here is the same. 

8. Click the rating scale drop-down arrow for each goal/service and select the appropriate rating.  When completing this data entry, keep in mind the following:

  If the rating drop-down is not available, the date specified in step 8 is outside of the standard note editing window.

  Entering a rating creates a plan linked progress note for that goal/service.  The note's writer will reflect the individual who entered the rating.  As part of this note some programs are set up to capture duration during checklist data entry using Start Time and End Time drop-downs for each goal/service.  If available, make selections as appropriate.  (If this aspect of the checklist functionality is not currently turned on and you would like it to be, please contact the Help Desk for assistance.)

  If a rating has already been entered by another worker, it is displayed above the rating drop-down along with the worker's initials (and note duration, if specified).

When all selections have been made, continue with step 13.

9. Click CONTINUE.  The Res/Day Hab Daily Checklist page is displayed, containing a table listing data for the selected and previous months as entered using the daily and/or weekly checklists.

  NOTE: The specific labels on this page may vary from program to program based on the configuration of the plans data is being pulled from.  Common label sets include Valued Outcome, Staff Services/Supports, and Hab Activities, or Valued Outcome, Goal, and Task/Activity.  Regardless of the labels, the functionality described here is the same.

10. At the bottom of the page, click the Status drop-down arrow for each goal/service and make a selection.

  NOTE: The contents of the Status selection list are configurable and may vary by program type.  If you'd like to request a change to the list contents, please contact the Help Desk for assistance.

11. In the Criteria to Meet field for each goal/service and enter criteria details.

  NOTE: The label of this field is configurable and may vary.  If you'd like to edit the label, please contact the Help Desk for assistance.

12. In the Comments text box type any comments for the month as needed.
13. Click CONTINUE.  The checklist data is saved and a read-only report version of the page is displayed.

If the "Monthly" checklist was completed, the process of working with the checklist is now done and the remaining steps do not apply. 

  TIP: If electronic signatures functionality is configured for monthly checklists and the signing rules indicate that the checklist should be available for you to sign at this time, you have the option to do so directly from the confirmation page.  For instructions on electronically signing monthly checklists, click here.

If the "Daily" or "Weekly" checklist was completed, continue with step 14.

14. Each piece of attempt/accomplishment rating scale data entered on the checklist appears as a link in confirmation mode with the worker's initials next to it.  To enter a progress note linked to one of the goals/services, click the corresponding link.  When doing so the Progress Note Data Entry Settings page is displayed.  The service type and date on that page carry over from the checklist, but the Duration and Start Time can be updated as needed before clicking CONTINUE to proceed.

  NOTE: The default duration value is configurable and may vary by program type.  For more information, please see the Service Contacts - Implementation Request Form.

15. In the Staff Action and Consumer Response and Enter General Narrative Note in Text Box text fields, enter progress note information as needed.
16. Click SAVE NOTE.  The progress note is saved and, depending on how your agency has configured its data entry workflow, either the checklist is once again displayed, or a read-only report version of the note is displayed on a confirmation page.

  TIP: When using the second of the two workflows noted in step 16, click Return to Res/Day Hab Checklist to return to the checklist at this time, or click Note Index to navigate to the client's Progress Note Editing Index page.

  TIP: If it's ever necessary to access/edit the progress note you've just written in the future, you can do so using the Services - Individual module's Progress Notes feature.

The process of working with the res/day hab daily checklist is now complete.

  https://demodb.footholdtechnology.com/help/?12051