Routes and the Route Explorer
Routes and the Route Explorer
Open the Route Explorer in one of two ways:
or execute <Shift>+<Ctrl>+<R> (think of R-oute)
The Route Explorer behaves exactly like the Interview Explorer, except that it displays only the questions which lie on the currently installed route (and the section and subsection folders which contain them). A route is a named set of questions drawn from many parts of the complete interview which it might be helpful to ask or review sequentially. At any stage of an interview, a different route may be installed as current.
The 3di provides a substantial number of pre-defined Routes, and many of these select the questions which contribute to the making of one or another diagnosis – for example, the ASD_brief Route selects the questions which constitute the 3di’s rapid assessment for ASD. The provided Routes are referred to as System Routes. You can also create your own Routes, as explained in the Custom Routes section which follows here.
It’s important to realise that a red subsection or section icon in the Route Explorer tells you that there is at least one unanswered question on the route; conversely, when all the route questions are answered or disabled, every icon will be green regardless of the status of other questions.
Installing a route:
choose a route from the Choose route dropdown
you will be taken directly to the first unanswered question on the route (or to the first question if all questions are answered)
remember that you can install a different route as often as you like during the course of a single interview (or close the Route Explorer, which removes the current Route and the associated highlighting of questions)
Moving along a route:
to move to the next question on the route:
or execute <Shift>+<Ctrl>+<D> (think of forwar-D)
to move to the prior question on the route:
or execute <Shift>+<Ctrl>+<B> (think of B-ack)
note that completing a question with <Tab> or <Enter> will as usual take you to the next question in the interview, rather than to the next question on the route.
Creating Custom Routes with the Route Editor
Custom Routes behave exactly like the provided System Routes. They appear in all the dropdowns from which Routes can be chosen, and so can be used from the Case Manager to create Route Reports and PreEntry forms, as well as being chosen in the Route Explorer form when an interview is open.
Custom Routes can be used for everything from creating a version of a diagnostic System Route (such as ASD_brief) which adds off‑route questions you routinely like to complete through to a Route with a handful of questions whose responses you like to copy and paste into a final Report from a Route Report.
To create or modify a Custom Route open the Route Editor as follows:
Main Menu 🡪 Utilities 🡪 Create and edit Routes
You specify your Route by ticking or unticking questions in the Selected column shown in the graphic on the next page. By choosing from the dropdown at the top of the form you can start with:
no questions selected – choose No route
the questions of a System Route selected – choose any of the Routes listed as system in the third column of the dropdown
the questions of a Custom Route selected – choose any of the Routes listed as custom in the third column of the dropdown
Find questions you want to add to (or remove from) your Route, and review your current selection, by using the buttons at the head of the first and last columns:
Choose ‘No Route’ to begin with no questions pre-selected
Choose any other Route to pre‑select its questions – you can then add and remove questions
Depress to see all questions in Qid order
Release to return to interview order
Depress to cluster selected questions at the top
Release to return to interview order
Find and select questions via ordering on Qid or interview order
Both edited Custom Routes and edited System Routes can be saved as new Custom Routes
If you started from a Custom Route, replace it with your edited version (so disabled in this case)
System Routes cannot be modified – but edits can be saved as a new Custom Route
The Route Manager
The Route Manager enables you to delete custom Routes, rename them and edit their brief descriptions. To open the Route Manager, do as follows:
Main Menu 🡪 Utilities 🡪 Manage Routes
Select a Route by clicking in the left margin of the corresponding row in the table. Its name and description are copied to the editable fields in the bottom section of the Route Manager. You can then:
either edit those details and use the buttons to Save or Abandon your changes
or use the Delete button to remove the Route
Note than whenever you save a new Route from the Route Editor you are taken automatically to a simplified version of the Route Manager which limits you to editing the temporary name and description assigned by the 3di.
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