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Record Assessments

This guide will show you step by step how to Add/Edit/Export/Copy and Delete Assessments for a record in the CSATS module. We have even made it easier by including short videos to help.

Explanation of Sections:

Record Assessments: Add Assessments to case.
Export to PDF : Allows Assessments to be exported to PDF format.
Copy Assessments : Copy existing Assessments.
Delete Assessments: Delete existing Assessments.

Add Referral Assessments

  1. Open the record you wish to add assessments for.
  2. Locate the Assessments tab in the left-hand menu and click on it to view client assessments.
  3. On the Assessments screen, click on +Add Form and select from drop-down list which assessment you would like to add.
  4. Complete all required fields (denoted in red).
  5. Click on Choose File to attach a document.
  6. Click Save to save your changes.
Example Add Referral Assessments

Edit Existing Assessment

  1. To Edit an Existing Assessment, locate the Assessment from the client’s assessments list required for amending and from the small down arrow in the blue button select the required action, in this case¬†Edit.
Example Edit Existing Assessment

Export to PDF

  1. To Export an Assessment to PDF, locate the Assessment from the client’s assessments list required for exporting to PDF and from the small down arrow in the blue button select the required action, in this case Export to PDF.
  2. You will be prompted with an Export to PDF pop-up window, enter a filename and click Export.
    *Note: You can select Save Export to Document KLibrary if required.
  3. If required you can view the exported PDF document by clicking the View / Download button on the final export to PDF pop-up window.

Copy

  1. To create a Copy of a completed Assessment, locate the assessment from the client’s assessments list required for copying and from the small down arrow in the blue button select the required action, in this case Copy.
  2. This will take you to the Assessment details just copied and from here you can edit the results as required.
  3. Click Save to save your changes.
Example Copy Assessment

Delete

  1. To Delete an Assessment, locate the Assessment from the client’s assessments list required for deleting and from the small down arrow in the blue button select the required action, in this case Delete.
  2. You will now be prompted with a pop up asking Are you certain that this form should be deleted?.
  3. Click Ok to confirm deletion of assessment.
Example Delete Assessment
Updated on June 9, 2023
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