This section discusses how to create, edit, and delete Assessment Measures.
What is an Assessment Measure?
Assessment Measures created in Setup > Templates > Assessments can be implemented into assessments created in Manage > Assessments. They can then be used to track changes in the specified variables longitudinally over time.
In the example below, ‘Earned Income Amount’ was chosen as an Assessment Measure for the AMI Assessment (in Setup > Templates > Assessments).
This Assessment Measure is now reflected in the AMI Assessment located in Manage > Assessments > AMI Assessment (Measures link).
At the user level, this measure can be used to measure progress across time using the Chart feature in the Assessment Measures screen, which can be accessed through the client’s Assessments tab > Assessment History > Measures link.
Creating Assessment Measures
To create an Assessment Measure, go to Setup > Templates and select the Assessments link located in the right sidebar.
This will take you to the Assessments screen. To create a new Assessment Measure, mouse over the Assessment and select the Edit link that appears to the left.
This will take you to the Assessment: Detail/Default Measures screen. To add a new Assessment Measure, select the Add Measure link.
A popup box will appear with a menu. Select the desired default measure then select ‘Add’.
In this example, the ‘Housing Status’ default measure was selected. (Notice you can change the chart color by selecting the box to the right).
The Housing Status default measure will now be measurable over time at the user level, as indicated below.
Editing and Deleting Assessment Measures
To edit an assessment measure go to Setup > Templates > Assessments and mouse over the desired Assessment and select the Edit link that appears to the left.
This will take you to the Assessment: Detail/Default Measures screen where you can delete an Assessment Measure, add a new Assessment Measure, or change the chart color of an Assessment color.
Selecting various chart colors allows you to easily track multiple variables.