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YWHO Data Collection Platform Training / Formation à l’usage de la Plateforme de Collecte des Données CBEJO

page 6/17


Instructions:

Use the Search page to access the Client’s Profile page.

The Client’s Profile page includes the following client-specific information:

On the top-left side of the screen:

  • Centre Number: Unique code associated with your YWHO site.
  • Client ID: Unique client ID.
  • Client First and Last Name: Client’s first and last name.

On the left side of the screen:

  • Visit Lists:
    • Registration Form: Includes client information collected at registration.
    • Visit number and date: Includes a list of all of the client’s visit number, date, and form information for each visit.
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  • By default, visit number and dates will be collapsed when you open a client’s profile. This means that you will need to expand each visit to see its respective forms.
  • Click on the + icon beside each visit number and date to see all forms under that particular visit number and date.
  • Forms under each visit number and date contain data specific to that particular date.


On the right side of the screen:

  • Form Information: Includes all data that has been collected for a particular form (e.g. Reason for Visit form).

On the bottom-left side of the screen:

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  • Click on the hyperlinks above to learn more about the Start Client Data Entry and Add a New Visit functions.



Video Instructions:

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urlhttps://www.youtube.com/watch?v=tIFypqNO1og&list=PLfvY-3dY8UwmFDNiqf_zw97tb14YSG1xG&index=17&t=0s


Form Status Description

Icon

Status

Description

New

The form has not been opened.

In Progress

The form has been started and saved as a draft.

Validated

The form has been submitted and completed.





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