The 'Interpreter Present Review' function is accessible in the DEX Tools suite on the Toolbar of the Work tab.
1. Click the 'Work' tab if not already working within this area of Ivo.
2. Click the 'Show DEX Tools' button to display the DEX Tools suite.
3. Click on the 'Interpreter Present Review' button.
4. You can select the date range, though Ivo will autofill the current reporting period. You can make selections based on a single funding source by ticking the appropriate box.
5. Make the selections for the type of records you wish to review, and for Ivo Administrators you can select the 'Show file notes for all staff' option to view all staff records. Non-administrators won't be have this option displayed.
6. Click the 'Refresh Data' button to display the results based on your selections.
7. On the far right side of the screen, you can select to set the Interpreter present field of all file notes as the default answer of either yes or no.
Then click the arrow button at the side of the drop down and a secondary window will appear to notify you that the action will affect all file notes displayed in the results on the left hand side of the screen.
8. Select 'Yes' if you wish to proceed, or 'No' if you want to cancel the process.
Please note that if you selected to proceed to default all file notes with a single answer, you can always change the answers in the file notes themselves.