Create an Assessment – from Contract

There are a number of ways to record an assessment.

To record an assessment from a contract, follow the steps below.

 

Instructions

Step 1. Log into your Community CI system.

The welcome page will be displayed.

 

Step 2. Click on the Contracts link.

 

The Contracts list will be displayed

 

Step 3. Select the required Contract to view.

 

The Contract details are displayed

 

Step 4. Click the three dots on the right-hand side of the Contract and select Create Assessment.

 

 

The Create Assessment page is displayed.

 

Step 5.  Click on the Client dropdown to search for a client

 

Type the client name or ID into the field for client records to be displayed

 

Click on the correct Client to select the record

Tip: If the required client record is not listed, 
you can click on the plus (+) sign next to client field 
to create a new client.

 

Step 6.  Click Create

 

 

The assessment page is displayed

 

Step 7. Complete the Administration Section

• Confirm the Assessment Date (defaults to the current date)
  • This date must fall within the valid dates for the template
• Select the Engagement Start Date
  • This date must be before or on the assessment date
• Select the Engagement End Date (if applicable)

 

Step 8. Complete the Case Information Section

• Enter the Case ID for the selected Client
  • This must be an integer
• Enter the Session ID for the selected Client and Case
  • This must be an integer
• Select the Assessment phase (Pre or Post Session)

 

Step 9. Complete the Is Anyone Better Off Section

• Select a rating for each question

 

Tip: While your assessment is in Draft status, 
it can be saved with no questions answered.

If you try to mark the assessment as complete 
with no questions answered, you will receive an error.

 

Further Information

• Create an Assessment – from Client
• Create an Assessment – from Assessments
• Import Multiple Assessments