There are a number of steps in the process of creating a submission. Individual Submissions Individual submissions require a certain amount of client information, linked to individual assessments. 1. Create a Client 2. Record an Assessment against a Client 3. Review the Assessment and, when approved, mark as…
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Once all assessments for a contract have been entered and marked as complete, they can be submitted. Submitting assessments finalises them and allows them to be used in reporting. Remember not to create a submission for individual assessments until all required assessments have been entered and marked as complete. …
There are times when you may wish to edit a submission which has already been submitted. This is not always possible. Only certain users have access to unsubmit. If you do not see the option, speak to your manager, or contact support. Submissions can only be unsubmitted while…
Aggregated submissions allow you to enter summary or aggregated information in a single submission. No identifying client data and minimal demographic data is captured. It may be possible to unsubmit an assessment if you have the correct permissions and the due date has not yet expired. Instructions Step 1….
Aggregated submissions allow you to enter summary or aggregated information in a single submission. No identifying client data and minimal demographic data is captured. Submitting assessments finalises them and allows them to be used in reporting. Instructions Step 1. Log into your Community CI system. The welcome page will…
There are a number of ways to record an assessment. If you have recorded assessment information outside of the system, without using the template file, you can still upload the data. Instructions Step 1. Log into your Community CI system. The welcome page will be displayed. Step…
The format of the date fields in your bulk import file can cause issues. If the format is incorrect you may receive unexpected errors, your records will not be imported or the dates may be saved in the system incorrectly. It is important to ensure all dates in your bulk…
Assessments entered directly in the system begin with a Draft Status. Once the entry has been entered correctly and is ready for submission, it must first be marked as complete. Assessments entered using the bulk import feature are automatically marked complete. Instructions Step 1. Log into your Community CI…
When an assessment is marked as completed, it cannot be edited. If you need to edit a completed assessment, you must first revert the assessment to draft status. For instructions, refer to the following article: Revert a completed assessment