Working with Program Status Records







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To enter, update, or delete a program status record, complete the following steps from the AWARDS Home screen:

    1. Click Charts from the left-hand menu, and then click Services - IndividualThe Individual Services fly-out menu is displayed.
    2. Click Program Status.  The Program Status index page is displayed.

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the client for whom program status records are to be worked with.
    2. Click the Client drop-down arrow and select the client for whom the program status records are to be worked with.

  TIP: If the program status info to be worked with is for a former (discharged) client, first click the Roster Archives checkbox beneath the client selection option.

The index page is automatically refreshed to display any existing amendment records for the selected individual.

IMPORTANT! Some programs are configured to have a default status if a program status record has not been explicitly created for the client.  If the selected program has a default, it is noted at the top of the index page as shown in the screen above, though no default record is displayed in the index itself.  If there is not a default status, that text is not displayed and the client only has an active status if one has been manually entered for him/her.

  TIP: When working on the index page, records are easily accessible using the following tools and navigation features:

Sorting options - By default records in the index are sorted chronologically by Start Date, with the newest listed first.  Click a column header in the data table to sort the index by a different type of data. Click the heading again to reverse the sort order. 

Navigation options - 10 records are displayed on the page by default.  To access records on subsequent pages of the index (when applicable), click the arrows in the bottom-right corner of the table.  To display 25 or 50 records at a time, click the Show drop-down to the left of the record count, also in the bottom-right corner, and make a selection.

Once you select records on the index, a count of how many total records are selected is displayed in the action bar. Selections are maintained while moving from one page of the index to the next; meaning, you can select records on the first page (showing records 1-10 by default) and move to the next page (displaying records 11-20) without losing the selections made on the first page. Links for Show all selected records and Uncheck All are available beneath the index table for easy navigation.

Search and filtering options - A Search field is available on the action bar along with a corresponding Filter by drop-down list.  To search the contents of the index (including those records not currently displayed on the page), enter a value in the Search field.  The index is automatically updated as you type.  To further narrow your search, use the Filter by selection to indicate whether the search should look at data in "All Columns" (the default) or a specific column.

ReporBuilder access - The Program Status ReportBuilder link on the left-hand menu bar provides a shortcut to access the ReportBuilder for this feature. For instructions on using that ReportBuilder, click here. 

    1. At this time complete one or more of the following data entry tasks as needed, keeping in mind that only one record can be in effect at a time:

   Add a new program status record - Click the add new icon from the action bar above the records table.  A new data entry page is displayed.  Configure the fields and options on this page as necessary, and then click Save.  The program status record is saved, and a confirmation page is displayed.

  TIP: For more information on each field/option available on the data entry page, see Program Status Fields / Options.

  NOTE: For your reference, the data entry page includes an expandable "Program History" section in which you can view a read-only summary of a client's admission and discharge dates within the selected program.

   Update an existing program status record - Click the record to be updated, or click the checkbox to the left of that record, and then click the edit icon from the action bar above the records table.  A data entry page is displayed.  Make changes to the information on this page as needed, and then click Save.  The program status record is saved, and a confirmation page is displayed.

  TIP: For more information on each field/option available on the data entry page, see Program Status Fields / Options.

  NOTE: For your reference, the data entry page includes an expandable "Program History" section in which you can view a read-only summary of a client's admission and discharge dates within the selected program.

   View or print an existing program status record - Click the checkbox to the left of the record to be viewed or printed, and then click the view icon from the action bar above the records table.  A read-only version of the record is displayed and can be printed as needed using your browser's print option.

   Delete an existing program status record - Click the checkbox(es) to the left of the record(s) to be deleted, and then click the delete icon from the action bar above the records table.  A confirmation message is displayed.  Click OK to proceed with the deletion.  The selected records(s) are deleted and the updated index is displayed.

   Return to the Program Status index - To do so, click the To Index icon from the action bar while working in a program status record to return to the index page.  You can also return to the index page at any time by clicking Program Status from the breadcrumbs trail below the AWARDS navigation bar.

The process of working with program standard records is now complete.

  https://demodb.footholdtechnology.com/help/?11867