Roles and Responsibilities Provider Data Entry User: N/A Provider Supervisors: Add Elements to a Modification Addition of a New Goal On the Modifications Review Switchboard, select Goal Modification” to initiate a Modification to “Add Goals. The Modify Goals pop-up screen will display. It displays all of the existing Goals included in the ISP document. Enter the title of the Goal in the Title” text box. “Goal Enter the Goal description in the text box. “Goal” Select a date in the Goal Identified” calendar drop down. “Date Note: The date selected for the Goal Identified” needs to be in the past. “Date Select an option from the Identified by” drop down. “Goal Click and Close.” “Save The system will return to the Modification Details screen and will display the original entry, new entry, Modification type, and the date and individual who created the Modification for the completed Modification. In the image below, the original entry displays N/A because it is a newly added Goal. Note: It is also possible to select a Goal,” on the same pop-up accessed from the Goal “Delete “Add Modification” button. To do so, select the button for the newly added Goal that requires deletion and click Goal.” Please note that the delete function operates differently for newly added Goals and “Delete existing Goals. Deleting a newly added Goal will remove the entire Goal from the Modification. Deleting an existing Goal Modification will only remove the modified information. The Goal will remain a part of the ISP. It is not possible to delete an unmodified existing Goal. Modification of an Existing Goal
Roles and Responsibilities Provider Data Entry User: N/A Provider Supervisors: Add Elements to a Modification Addition of a New Goal On the Modifications Review Switchboard, select “Add Goal Modification” to initiate a Modification to Goals. The Modify Goals pop-up screen will display. It displays all of the existing Goals included in the ISP document. Enter the title of the Goal in the “Goal Title” text box. Enter the Goal description in the “Goal” text box. Select a date in the “Date Goal Identified” calendar drop down. Note: The date selected for the “Date Goal Identified” needs to be in the past. Select an option from the “Goal Identified by” drop down. Click “Save and Close.” The system will return to the Modification Details screen and will display the original entry, new entry, Modification type, and the date and individual who created the Modification for the completed Modification. In the image below, the original entry displays N/A because it is a newly added Goal. Note: It is also possible to select “Delete a Goal,” on the same pop-up accessed from the “Add Goal Modification” button. To do so, select the button for the newly added Goal that requires deletion and click “Delete Goal.” Please note that the delete function operates differently for newly added Goals and existing Goals. Deleting a newly added Goal will remove the entire Goal from the Modification. Deleting an existing Goal Modification will only remove the modified information. The Goal will remain a part of the ISP. It is not possible to delete an unmodified existing Goal. Modification of an Existing Goal
isp-userguide-lesson7-feb2016.docx