Overview:
In Version 2.0, the assessments feature has been streamlined under the Administration menu, where you can manage both custom and predefined assessments. This guide walks you through accessing, using, and editing assessments.

Accessing Assessments

  1. Navigate to the Administration Menu:

    • In the top navigation, select the Administration menu.

    • Under this menu, click on Assessments.

  2. Tabs Overview:

    • Facility Assessments: Here, you can create and manage custom assessments for your facility.

    • Predefined Global Assessments: This tab contains a list of predefined assessments that can be used across different facilities.

Working with Assessments

Facility Assessments:

  • This tab allows you to create custom assessments for your facility. These assessments are specific to your facility's needs and can be fully tailored.

  • For details on how to build custom assessments, refer to the product manual, Page 9.

Predefined Global Assessments:

  • In this tab, you will find a list of predefined assessments that are available for use.

  • You have two options for working with these assessments:

    • Option 1: **Select Assessments to Use

      • Simply check the box next to the assessments you want to use. Once selected, they will automatically appear in the resident assessment list.

    • Option 2: **Copy Assessments to Facility Assessments

      • If you wish to edit a predefined assessment, you can copy it to the Facility Assessments tab. After copying, the assessment will be listed under Facility Assessments, where you can make necessary edits.

      • Once customized, the assessment will also appear in the resident assessment list.


Managing Assessment Statuses

The list under the Facility Assessments tab, each assessment includes a Status field that helps organize which assessments are available for use.

At the top of the assessment list is a Status dropdown filter with the following options:

  • All

  • Active

  • Development in Progress

  • Inactive

By default, the list displays only assessments with the Active status.


Removing an Assessment from the Active List

If you no longer want an assessment to appear in the active assessment list:

  1. Go to Facility Assessments

  2. Click the assessment name (hyperlink)

  3. In the Assessment Info panel on the right side of the screen, locate the Status field
    (This is the last field before the Cancel and Save buttons.)

  4. Change the status to Inactive

  5. Click Save

Setting an assessment to Inactive replaces the need to delete it and removes it from the active assessment selection list.

Using “Development in Progress” Status


When creating or editing a new assessment, you can set the status to Development in Progress while the assessment is still being built or reviewed.

Assessments marked as Development in Progress will not appear in the available assessment list when working with residents. This allows you to safely work on assessments before making them available to staff.

Important:
When searching for assessments, make sure to pay attention to the Status filter so you can easily locate assessments that are still in development. Once the assessment is ready for staff use, change the status to Active.