Setting up Care Categories and Statements

Before using Care Plans, you will need to setup appropriate Categories and Statements for selection.

TABLE OF CONTENTS

• Locating the Setup Area
• Adding Categories
• Adding Statements
• Adding Custom Questions
• Re-Ordering Categories and Statements
• Additional Permissions

Locating the Setup Area

Navigate to Administration -> Standard Values in the left hand navigation menu. Under the Defaults area, find and click on Care Statements.

This will take you to a screen specifically for adding/editing Categories and Statements for use with the Care Plan. Any existing ones will be displayed by default and you can use the + icon to break down any Categories to see the Statements underneath,

Adding Categories

To add a Category to the top of this list, click on the File menu and select Add Master Category.

To add a Category underneath an existing one to create a sub-category, first click on the Category in the list you wish to add to, then click Add -> Add Sub-Category.

Whichever option you choose you will see a modal asking for the following information:

When finished, click on the Save button and the list will update accordingly.

Adding Statements

Locate the Category you wish to add a Statement underneath first. Then click on Add -> Add Statement.

A modal will appear for you to fill out the title/label of the Statement and any default notes that will display when added to a Learners Care Plan. Click Save when finished and the list will update accordingly.

Adding Custom Questions

If a Statement may require additional fields then you can add a list of custom Questions for it. To do this, locate the Statement you wish to edit and click on it to get the relevant modal.

On the right hand side you will see a list of existing Questions setup (blank if none have been setup as yet). To add one click on Action -> Add Question. This will ask you to enter the following:

When finished, click on the Save button and the list on the right will update accordingly.

To edit an existing Question, click on the notepad icon in the same row.

To remove an existing Question, click on the trash icon in the same row.

Re-Ordering Categories and Statements

To change the order the Categories and/or Statements will list, you can do one of the following:

• For root/master Categories, click on File -> Move Master Categories.
• For sub-categories, click on the relevant Category they fall under, then Move -> Move Sub Categories.
• For Statements, click on the relevant Category they fall under, then Move -> Move Statements.

Additional Permissions

Whilst the Care Plan screen itself requires permission to access, you may require certain Categories and/or Statements can only be viewed by certain groups as well.

You can do this by either:

• Clicking on a Category and clicking the Permissions button. By default it will allow full access but you can use the New Permission button to set certain groups that would have access and whether that be View/Edit access accordingly.
• Clicking on a Statement and clicking Action -> Permissions. By default it will allow full access but you can use the New Permission button to set certain groups that would have access and whether that be View/Edit access accordingly.