Purpose
To align with the philosophy of ‘gather once; use multiple times’, the details tab was created on the person record. Any information collected regarding an individual/family circumstances goes under this tab within the appropriate navigation sections.

Step by Step
Anchor Point: Details tab on Person Record

Create New (First Entry)

1. From the Person Record page, select the Details tab from the Navigation Bar
2. Select the required Domain from left Navigation Panel
3. Select the required sub tab from within the Domain section
4. Select New
5. A modal containing the questions pertaining to that domain will open

 

6. Record the conversation in the corresponding ‘explain’ boxes
7. Select the checkbox answer on the corresponding question with the best response based on the conversation (all default to ‘not discussed’)
8. Select Save & Exit to keep the information editable
9. Select Finish to make the information part of the permanent record (best practice is to ‘finish’)

Notes:

• The intent of the questions is to have a conversation about the topic of the question, record the conversation then evaluate from there whether to answer ‘yes’ or ‘no’ to the actual question
• Not every question needs to be completed. Record what the individual/family will respond to and ‘finish’ the page to make it not editable
  

Create New (from ‘completed’ entry)

10. Select New
11. A modal containing the questions pertaining to that domain will open
12. The last responses to the questions will be contained in the ‘new’ detail page
13. Keep what responses are still relevant and overwrite the information that is not relevant
14. Add any new information

Notes

• Save & Exit and Finish buttons work the same as point 8 and 9 above

Related Information

User Guide Information :

• Details-View
• Details-Status
• Appendix-Details Tab and Details Tab Snapshots in Assessments
• Appendix- Details Tab Fields
• Appendix-Health_Safety Summary Comments by Document Type
  
  

Procedure Information:

• R5 Common Notification Procedure
• R5 Completing Holistic Assessment Procedure
• R5 Updating Holistic Assessment Procedure
• R5 Completing SSA Procedure
  
  

Supporting Documents:

• R5 Assessment Domains and Factors Definition
• R5 Guidelines for Recording Information in Mobius