Assessments

There are a number of ways to record an assessment. To record an assessment from a client record, follow the...

There are a number of ways to record an assessment. To record an assessment from the assessments page, follow the...

There are a number of ways to record an assessment. To record an assessment from a contract, follow the steps...

There are a number of ways to record an assessment. To import multiple assessments using the supplied template file, follow...

There are a number of ways to record an assessment. If you have recorded assessment information outside of the system,...

Assessments entered directly in the system begin with a Draft Status. Once the entry has been entered correctly and is...

Although an assessment has been saved successfully, you may still receive errors when you try to complete it. Assessments created...

When an assessment is marked as completed, it cannot be edited. If you need to edit a completed assessment, you...

If you need to edit a completed assessment, you must first revert the assessment to draft status.   Instructions Step...

When importing assessments using the bulk import tool, there are a number of errors that may occur. The errors, their...