Decisions Tracker



Tool

When you come to the fork in the road, take it. For that decision, you'll need to have a meeting. Keep track of attendees, decisions, supporting information, options, recommendations and rationales on this handy form. Keeping track of our decisions makes our company efficient, friendly and smart. How Tracking Decisions Makes Our Lives Better. How we do this matters, but how it makes our lives better matters a. An accurate and the best way to manage the decision of any company is the use of a decision log template. Maintain the decision is the core process of any company which is done by the manager of the company. It keeps track of all the decision which have been made up till now and also those people who have made these decisions. California is enjoined from enforcing that State’s COVID–19 restrictions on private gatherings as applied to applicants’ at-home religious exercise pending disposition of the appeal in the United States Court of Appeals for the Ninth Circuit and disposition of the petition for a writ of certiorari, if any.

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Decision Tracker (DT) is an internal web application used by staff of the Center for Veterinary Biologics (CVB) for knowledge management within the agency.

Tracker

Guidance materials for internal users are posted below.

User Guides

Title

Doc ID

Publication Date

Decision Tracker General User Guide for Center for Veterinary Biologics16/17/2020
Decision Tracker Business Administrator User Guide29/23/2020
Decision Tracker Roles and Privileges35/8/2020

Training Videos

The videos demonstrate how to use Decision Tracker for different tasks. They can be used individually or in conjunction with the User Guides.

Title

Description

Decision Tracker Demonstration VideoThis video introduces the application and highlights some of the features.
How to Create a New Item for a New ProposalThis video explains how to create an item in the application.
How to Move an Item ForwardThis video explains how to move an item forward for further action by another user in the application.
How to Initiate a Child WorkflowThis video explains how to send an item to another user for input while maintaining control of the item in the application.
How to Initiate the Internal Program Review This video is intended for Policy Managers or PEL Management Team and explains how to send an item down the path for Internal Program Review in the application.
How to Perform an Internal Program ReviewThis video is intended for all CVB staff and explains how perform an Internal Program Review on an item in the application.


For professionals who work with older adults making significant financial decisions, including attorneys, financial planners, psychologists, bankers, investment brokers, insurance agents, accountants, law enforcement officers, and Adult Protective Services case workers.

Decision Log Examples

Interview is electronically scored and recorded and takes approximately 10 minutes

Tracker

This brief 10-item interview examines a specific financial decision made by an older adult to assess his or her financial judgment, vulnerability to theft and scams, and whether financial predation may have taken place.

The number of older adults with Alzheimer's disease, lack of financial capacity and risk for financial exploitation is increasing. Cognitive impairment and financial exploitation often go hand-in-hand. Professionals working with older adults can help prevent financial exploitation while documenting for compliance and risk management that proper assessments were done prior to the transaction. Learn efficient, accurate, state-of-the-art, and empirically supported methods of evaluating your older client's major financial decisions.

Decision Register

Rationale

Appreciation

Decision Tracker Excel

The Tracker asks the client about choice, rationale, understanding, and appreciation of a financial decision in the context of the client's values. These decisional abilities determine the fidelity, integrity and autonomy of the decision. Exploitation, undue influence, psychological vulnerability and reduced awareness can impair decisional ability.

Decisions Tracker Free

Research

Decision Tracker Template

On-going research is critical to refine and continuously improve our assessments and interviews. We periodically recruit older adults to cross-validate the Financial Vulnerability Assessment. We continue to collect and analyze de-identified data from client interviews in older adults from across the country, many of them Adult Protective Services workers. The Michigan Alzheimer’s Disease Center also includes the Financial Decision Tracker in its longitudinal study on cognitive changes, comparing Tracker results against cognitive status.






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