Assessments for End Users

Assessments are tools used to track progress, status, or required screenings over time. They can take the form of:

• Scales/Matrices (e.g., Crisis to Thriving matrix)
• Pre/Post Tests
• HUD Homeless Entry & Exit Status
• Checklists or Logs for tracking processes

Assessments are added to work templates by administrators, and only those included will be visible in a staff person’s workflow.

Assessment Features

• Each assessment has a name and is linked to one or more program types by an administrator.
• Recent assessments are accessible from the Household or Participant summary snapshot on the dashboard.
• Assessments can be taken from the Work Template or sent to clients via email or SMS.
• Assessments may be multi-page and divided into sections with labels for clarity.

Steps to Create or Send an Assessment

Adding a New Assessment

• Click the Green plus (+) button to create a new assessment.
• Select Participants.
• In the Select as Assessment Start Date field, enter the date the assessment was taken.
• Set a Follow-Up Date, if desired.
• Click Start Assessment to walk through the assessment with the client. 

Emailing an Assessment

• Click the email option to send an assessment to a client.
• Choose how to send the assessment.
  • If the participant has an email in the system, the assessment will be sent there.
  • If no email exists, you can enter one for the participant.
• Once sent, an arrow icon appears. Click it to view the send history of the assessment.