Save an attached Assessment Tool PDF from PARIS to your Home Drive
Copy an Assessment Tool
Correct Information recorded in the Assessment tools – entry form
Attach PDF File Corrections (forgotten or incorrect PDF attachments)
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Correcting these errors all starts by copying the Assessment Tool you need to change. |
Errors can happen when documenting - such as:View Correcting Errors in Assessment Tools demonstration
 Before making any changes, when you have an existing PDF attached to the Assessment tool you are correcting, you need to Save the PDF file to your Home Drive again. |
Save an attached Assessment Tool PDF from PARIS to your Home Drive
1. Select the row in the Assessment Tools grid you need to correct.
The row highlights.
2. Click View File.
The PDF version of the assessment tool opens in a separate window.
3. After verifying the PDF’s accuracy (name, Assessment Tool and date), select the Adobe Reader File menu.
The File Menu displays.
4. Select Save As… .
The Save As window opens.
5. Select your “Home Drive” from the list of available locations.
Select the folder in which to save the file. This may be your My Documents folder, or another folder of your choosing.
6. Verify or create a File Name following the format of “Client first name, Client last name, Name of tool”.
7. Click Save.
The Save As window closes returning you to the Assessment Tool PDF window.
8. Close the PDF.
The file is now ready once again for uploading to the Assessment Tools Grid.
| After the file is uploaded correctly to the Assessment Tools Grid, delete the PDF version on your personal home drive. |
Copy an Assessment Tool
1. Select the row in the Assessment Tools grid you need to correct.
The row highlights.
2. Select Copy current row.
The Assessment tools – entry –copied form displays.
3. The Accept Changes button is active, allowing changes to the form.
For all corrections:
4. Click Accept Changes.
The Assessment tools – entry form closes. The corrected Assessment Tool displays in the Assessment Tools Grid.
5. Changes are not permanent until you click Save (F12).
You might receive a message that you may be creating a duplicate.
When this occurs select Yes.
The corrected assessment tool results are documented and saved in PARIS.
| When an Assessment Tool is changed using Copy current row you must identify the original Assessment Tool containing the duplicate or inaccurate information as Entered in Error. |
Correct Information recorded in the Assessment tools – entry form
This correction is simple! The form allows you to make changes to any field, including the Comments.
Attach PDF File Corrections (forgotten or incorrect PDF attachments)
| Copy current row does not copy any PDF attachments. |
To attach an Assessment Tool PDF to the row:
1. Click Attach File.
The PARIS Windows Explorer opens.
2. Navigate to your home drive and select the file you wish to upload. Ensure the filename corresponds to the client’s name and the assessment tool being recorded.
The file highlights.
3. To verify you are attaching the correct Assessment Tool, right mouse click on the file.
The short cut menu displays of common functions.
4. Select Open on the short cut menu.
The selected Assessment Tool opens.
5. Close the file once you verify it is correct by reviewing the tool, client name and date.
The Assessment Tool closes. The PARIS Windows Explorer still displays with the selected Assessment Tool highlighted.
6. Click Open or double-click the file name. The PARIS Windows Explorer closes. The PDF is attached and the file name displays in the Filename field of the Assessment tools – entry form.
Related Links
Grid Filters
Correcting Errors in Assessment Tools demonstration video