Progress Reports - comments and tasks for edits and review
complete
Nikolaj Hendriksen
Statuses:
* Draft
* In Review
* Published
* (Archived)
Change status via call-to-action button. (Ie. Publish when in Draft / In Review and Unpublish otherwise). Alternative Drop-down action to Review (when in draft).
Element Guides:
* Insert "custom field" within sections in templates that prompts user to enter certain information (with a title, hint and data type, just like session note templates). A custom field is not re-usable between reports or sections.
Comments:
* Add comments to sections (hover / right click, etc.)
* Resolve comments
* Reply to comments
* Tag other users in comments
While editing report:
Show number of unresolved comments / element guides and easily navigate between these.
Signatures:
Align signatures and signature requests with session notes.
Role Privileges:
* New role privilege to determine what statuses a role can see.
Publish report:
* Warn about unresolved comments
Duplicate existing report functionality.
Nikolaj Hendriksen
complete
Drafts, review and comments are now available for progress reports in v2.6.0
C
Courtney Tarbox, MS, BCBA
Nikolaj Hendriksen Amazing, thank you!
Nikolaj Hendriksen
James Thoman I have merged your feedback into this one. It's underway and expected to be released within the next few weeks.
Nikolaj Hendriksen
Merged in a post:
Block Treatment Plan if info is not completed/checedk
J
James Thoman
Would like to have a rule on the treatment plan to prevent it from being signed before all the information is checked.
For example, "if *** does not save"
This post was marked as
in progress
Nikolaj Hendriksen
planned