This list encompasses what is expected to be completed during the Designer Rights Training. Please review each section and ensure the items listed are completed. 
 

Session 1 - ClientTrack Tool Fundamentals

• Create a workgroup and organization with your name on it. This is where we will check to see if the things that have been done have actually been done.
  • If you are going through the Design Rights Training proper, name it using first the quarter of the year that the training takes place in followed by your name (i.e. "Q1 Bob Ross")
  • If you are not in a specific class, just use your name (i.e. "Bob Ross")

Sessions 2-5 - Form Designer

In Session 2, we create a bare bones data entry form and search form and menu it up. The following few sessions, we elaborate on them and build out what is in those forms. Depending on how long each session takes, it may change which session each item is explained in.

• A new health assessments menu group named after yourself will be added with your new menu options - there should be four menu options inside of this menu group:
  • Normally the names of the menu options are prefixed with the same name as your workgroup, but the following items are expected. Verbiage is not important.
    • Health assessment
    • ER Visits (Session 3 or 4)
    • Health Report (Session 10)
    • Health workflow (Session11)
• Copy and configure the edit client FormID 1 and set the workgroup override for your workgroup
  • on the edit client form there should be a dropdown for hair color based on CUSTOM_cmClient.HairColorSingle
• When you select the health assessment menu option, you should be taken to a search page with the following features:
  • This form will be based on a custom CT table that is named after yourself
  • An add new button in the top right hand corner to allow creation of new records
  • Records created from that add new button should be visible in the search results
  • In the search results, there should be an edit button that allows you to edit a previously created record
  • In the search results, there should be a delete button that allows you to delete a record and then restore it from the button in the top right hand corner of the page
  • At least the assessment date of the record must be shown in the results
• On the search page, there will be an add new button that will take you to a health assessment data entry form that should have the following features:
  • This form will be based on a custom CT table that is named after yourself and will be the same as the search form
  • The assessment plugin must be added with a default value of @AssessmentID@
  • Assessment date with the date element type
  • A single select drop down list asking if they have a disability
    • If yes is selected, a text box where you can enter the names of the disabilities
  • A multi-select list for allergies that also contains other
    • If other is selected, a text box will appear asking for the name(s) of other allergies
    • A formula element that will display the values selected on the multi-select list
  • A provider search element to be able to select a specific provider
    • The search element using the cmProvider table
    • The ProviderID field that will capture and save the ProviderID
      • The ProviderID will be required to save the form
      • A rule that will blank out the ProviderID if you remove the text from the provider name field
    • A signature field
  • A health concerns sub-rendered form
    • It must have a dropdown asking if they have any health concerns
      • If they select yes, a text field should appear where the concern can be noted and will be required
      • If they say no, the text field should not be displayed and will not be required
    • This multi edit form must be unique to every different health assessment
  • A row summary that will require that a single health concern must be added in order for the form to save
• An ER visits multi-edit form
  • This will be added as a menu option inside of the health assessments menu group
  • This will also be added as a sub-render inside of the health assessment data entry form
    • This sub-render will show all results per client regardless of which health assessment was opened

Session 6 - Dashboard Designer

• In the client workspace, you should have a custom dashboard in your workgroup
• The health assessment search form should be added onto the client dashboard
  • Don't forget that until you check it in, no one else can see your changes
• On the client information form, you should see if the client has any disabilities based on the most recent health assessment

Session 7 - Query Designer

• A query based on the health assessment form should contain the following:
  • Assessment date
  • The item description of the disability dropdown
  • The disability note text
  • A single column that contains the text values of all the items selected in the allergy multi-select
  • The health assessment data entry form's secondary key
• A query based on the health concerns form that contains the following:
  • The item description of the health concerns dropdown
  • The disability note text
  • The health assessment data entry form's secondary key
  • The health concerns multi-save form's secondary key

Session 8 - Eligibility Rulesets and Chart Designer

• Create a program named after yourself
• Create an eligibility rule set named after yourself with the following requirements:
  • The client must be over the age of 18
  • On the most recent health assessment, the disability dropdown must have selected yes
    • This rule should be based on a copy of the health assessment query made in Session 7
    • The new query's name should start with "eligibility" and then add your name to the end of the query
• Copy and configure the find client form and set the workgroup overrides for your workgroup
  • Add a ChartResults plugin
    • This chart should show a breakdown of the ClientCalculations.GenderDesc for each client
  • Copy and configure the query noted in the training video
    • If the query no longer exists because the site has been reset, use QueryID 414. (this will cause the columns noted in the video to be out of order)
    • This should be named "chart" followed by your name
    • Add the ChartQuery plugin to the find client form
    • This should do a matching gender breakdown as the ChartResults plugin
    • The first name filter (only) on the find client search form should also filter results in this ChartQuery plugin
  • A gender chart should also be on the bottom of your client dashboard

Session 9 - Data Explorer

• Two new data domains need to be created
  • Health assessment domain:
    • Based on the matching query copied from Session 7
    • This domain will be a starting point and should be connected to the client workspace
  • Health concern data domain:
    • Based on the matching query copied from Session 7
    • This domain will not be a starting point
  • The connection from the health domain to the concerns domain should be one to many
  • The connection from the concerns domain to the health domain should be one to one

Session 10 - Report Designer

• Build a report in report designer to show a client's health assessments
  • This report should be based on a copy of the health assessment query from Session 7
    • The query should be named "report" followed by your name
  • This report should have the following features:
    • Header with the names of each field
    • These columns must be on the report:
      • Assessment date
      • Client's name
      • Disability (from the yes/no dropdown)
      • Disability test
      • Text list of allergies selected
      • Provider name
    • A summary that will give at least one total
• Create a report launch form that will run the report above
  • This report launch form should have at least the following filters:
    • Date range dropdown list and date selection elements
    • A multi-select element to select organizations
  • All filters on the report launch form should properly filter the reports results
• Add a menu option to the health assessment menu group that will take users to the report launch forms

Sessions 11-12 - Workflow Designer 

• A new client intake workflow will be created
• Workflow should be menued up in the health assessments menu group
• Workflow should have the following steps inside of it (the first 3 steps must be in order):
  • Initialize Step
  • Find/edit client
  • Family members
  • Enrollment
  • Loop step
    • Will loop through the family members and give each a service
  • Refresh entity step
  • Question step asking if you want to add a service
  • Assessment step
    • Inside of the assessment workflow you should have the following:
      • Education assessment
      • Health assessment from Session 2
• The view related assessments must show your health assessment on all entry assessments
  • The workflow should be setup to find the related health assessment based on the related assessment setup