Creating an Assessment
An assessment can be created either directly from the Assessments home page or from a questionnaire.
Step 1: From the Assessments default home page, click the Start New Assessment tab.
Step 2: Select the client that the assessment applies to from the pulldown menu, then select the questionnaire. Click Next.
Step 3: A new page appears presenting the assessment for modification.
Step 1: From the Manage Questionnaires tab, search, scroll, or filter to find the desired questionnaire to use and click Begin Assessment under the "Actions" column for that questionnaire.
Step 2: Select the associated client/project value from the pulldown menu and click Begin Assessment.
Step 3: A new page appears presenting the assessment for modification.
If no action is taken when created, the assessment will receive a status of "In Progress" and be accessible from the In Progress/Completed tab in the Assessments module by selecting the assessment to update and clicking Edit.
Last modified 1mo ago