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Import Multiple Assessments

There are a number of ways to record an assessment.

To import multiple assessments using the supplied template file, follow the steps below



Step 1. Log into your Community CI system.

The welcome page will be displayed.

Home Page



Step 2. Click on the Contracts link.



The Contracts list will be displayed

Contracts List


Step 3. Select the required Contract to view.


The Contract details are displayed

Contract Detail


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

Download Template


The template will be downloaded to your computer.

Step 5. Open the template


Step 6. Enter the required details

Tip: The Assessment Date, Engagement Start, and Engagement 
End dates must be in the format YYYY-MM-DD
  • Assessment Date
    • Enter the date the assessment was recorded
    • This date must fall within the valid dates for the template
  • Engagement Start
    • Enter the date the engagement started with the client for this contract
    • This date must be before or on the assessment date
  • Engagement End
    • Enter the engagement end date (if applicable)

Date Format

  • Case ID
    • Enter the Case ID for the client
    • This must be an integer
  • Session ID
    • Enter the Session ID for the client
    • This must be an integer
  • Assessment Phase
    • Select the required Assessment Phase from the drop down options
  • Responses
    •  Select the appropriate response from the response columns
      • e.g. Material well-being, Money Management

Select Response


Step 6. Save the file to your computer.

Step 7. Click the three dots on the right-hand side of the Contract and select Import Assessments.

Import Assessment

The Import page is displayed

Import Page


Step 8. Click Choose file


Step 9. Select your saved spreadsheet

Template Chosen


Step 10. Click Next


Step 11. The column matching page is displayed

Match Columns

Because the import template has been used, the columns are automatically matched correctly.

If you chose to import your own spreadsheet with different column headers, you will need to select the correct header to match the required fields.


Step 12. Scroll to the bottom of the page.

The assessment details to be entered are displayed

Records to be imported


Step 13. Click Next at the top of the page

Your data will be processed and validated.

Any errors found will be listed and an error file created.

Records with no errors

For information on errors received, refer to the articles at the end of this page.


Step 14. Click Next

Click OK on the confirmation message

Confirmation message


Your data will be imported.

Imported records


The assessment data is imported into the system.  The status is set to Completed.


Further Information


Updated on August 15, 2018

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