Running an assessment on the Program page

Complete the following steps to run an assessment from the Program page.

About this task

If configured to be shown, you can also capture the source of the assessment and the name of the system where the assessment originated.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
  3. Click a client name.
    Their Summary View opens.
  4. Open the Program page:
    • In the Programs card on the Summary page, click the name of the program.
    • On the Programs page, click the name of the program.
    The Program is displayed, including a list of all modules for the program.
  5. Identify the modules that you want to work with.
    Expand modules to find mandatory assessments.
  6. Click the assessment that you want to run.
    If the assessment type is Script, the assessment questions are displayed. If the assessment type is Score Only, you capture the assessment score only and generate the assessment result by entering a score for each measure that is assessed.
    • The first time that you run the assessment, it is blank and ready to run.
    • If the assessment was run previously, prior results are displayed for your reference. Click Repeat to start a new instance of a completed assessment.

    Color might be configured to let you emphasize the importance of certain questions or information with clients. Hyperlinks to external websites might be configured to let you direct clients to supplementary reference information.

  7. From the Source menu, if applicable, select one of the configured values that indicate the source of the assessment.
  8. From the Original Source System menu, if applicable, select one of the configured values that indicate where the assessment originated.
  9. Click Save to save the assessment.
    You can return to a saved assessment later and complete it, or you can complete it immediately.
  10. Click Complete to calculate results and generate suggestions.
    The results are displayed on the page. You can see the suggestions generated for an assessment on the Plan page.
  11. To see the suggestions:
    1. Go to the Plan page by clicking Plan > Plan in the navigation menu.
    2. The suggested goals and actions are displayed on the Plan page.