Follow these steps to add a assessment to an existing resident:

  1. Goto the 'Home' page and select the resident you would like to add an assessment to.
    For this example we are adding an assessment to May June.



  2. After the 'Residents Information' page opens goto the menu bar and select 'Assessments'.




  3. When the assessments page opens and you find the assessment you would like to add.
    Click on that assessment. For this example the assessment we are going to add is 'GENERAL ASSESSMENT'. 


    NOTE: If the assessment you want is not listed here you will need to goto 'ADMINISTRATION' from the menu bar and
    select 'Assessments' and check the assessment you want. You can also create a custom assessment if desired.  
    Administration permission level is required to access this.





  4. Next click on the icon to add the new assessment. In this example the icon to click on is 'New General Assessment'.




  5. Next enter your information into the necessary fields and click 'Save'





  6. Your new assessment has successfully been saved and will now show in the list.
    You can click on the 'Cancel' button to go back the the "Resident Information'
    or navigate by using the menu bar.