This tutorial covers how to create a general Assessment. This is not be confused with a Program Status Assessment. A general Assessment is used to determine program eligibility, a Program Status Assessment is used to determine a client's progress within a program.
This tutorial includes three steps to set up a General Assessment
- Create the Assessment Screen
- Create the Assessment Measures
- Make the Assessment Screens Available for the End User
Create the Assessment Screen
The System Administrator has full capability to manage all aspects of Assessments. The process begins with the creation of an Assessment screen using the Screen Editor. To begin, click on the Launchpad icon and click Setup. Click on the Screens tab to work with the system Screens.
To create a general Assessment, scroll down the page until you get to the Assessment Screens section and select the Add Screen link.
Selecting Add Screen will take you to the Screen Editor where you can enter:
- Screen Name - Enter the title of the screen.
- Screen Type - Be sure it says Assessments.
- Agency - Select the agency from the dropdown menu. Selecting Any Agency will make the screen available to any agency in the CoC.
- Active - Select Active to make the screen readily available to the end user upon completion. Select Inactive to create the screen without making it available to the end user. You can activate or de-activate a screen at any time.
Select Add Record. The screen will expand to include the Assessment Processor field, Eligibility Engine field and the Assessment Date field.
The Assessment processor is a tool that allows the assessment to be scored. Select a system processor like VI-SPDAT Prescreen for Single Adults [v1] or a custom Assessment Processor that you created specifically for this assessment. If the assessment does not need to be scored, you can leave this field blank.
The Clarity Program Eligibility Determination Engine streamlines Centralized Intake and Coordinated Assessment, making it easy and efficient. To determine if a client is eligible for a particular program, or to determine the program(s) for which a client is eligible. When the Eligibility Engine is enabled for an assessment, after that assessment is completed, the user will see a list of programs that client is eligible for based on their answers to the questions in the assessment.
The Assessment Date field will be created automatically. You can select Add Space, Add Label or use the Field Library in the right sidebar to add data fields. For more detailed information on adding data fields to screens, please refer to the Creating New Screens page.
After entering all data fields, select Save Changes. Remember to select, Publish in the top right corner in order to make the changes visible to the users. Once the Assessment screen is complete and published, the System Administrator can further customize the Assessment with the implementation of targeted Assessment Measures.
Create the Assessment Measures
An Assessment Measure can be implemented into an assessment to track changes in specific variables over time.
To create assessment measures go to Setup > Templates and select the Assessments link in the right sidebar.
Next, select the Edit link that appears to the left of the assessment name.
This will take you to the Assessment: Detail screen. Select the Add Measure link to begin adding assessment measures.
A popup box with a dropdown menu will appear. This menu will include only the data fields that are included in this particular assessment. Select the data field that represents the variable you would like to track over time, then select the Add button.
In the example below, the System Administrator wants to track the Citizen Status variable over time. By selecting this variable, the client’s reported citizen status will be recorded and graphed each instance that the end user conducts the Animal Kingdom Assessment for that client.
Repeat this process for any additional variables that you would like to track over time. There is no limit to the amount of assessment measures that can be created. Any additional information about Assessment Measures can be found under Creating & Editing Assessment Measures.
Make the Assessment Screens Available for the End User
System Administrators have the capability to select which general Assessments will be available to the end user. To do this, go to Manage > Assessments and simply select the checkbox(es) next to the Assessment you would like to make available to the end user. Once the checkbox is selected the Assessment will appear in the client's Assessment tab. Notice that the Measures link will allow you to view which measures are included in the Assessment.
After the Assessment configuration is complete, the end users can conduct assessments and the targeted Assessment Measures will be tracked using the chart feature, all of which can be easily accessed in the Assessment History section.