Create Submissions Overview

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 complete.

4. Create a submission from all entered assessments.

5. When complete, submit the record.

Aggregated Submissions

Aggregated Submissions record a summary of all client feedback. Totals are recorded for each measure and for demographic information.

1. Client and assessment information is collated outside the system

2. Create an aggregated submission record

3. Enter the required measure and demographic data as required.

4. When complete, Submit the record.