CI Assessment – Create and send to a 3rd party

Sending an assessment to a 3rd party for a client, is used when the client cannot complete the assessment themselves.

Example: A carer needs to complete the assessment for the client as they are unable to.


Step 1.   Log into your CRM database (refer to Logging On for further information).

Your CRM database will have been created based on your organisation's needs.
All screenshots below are based on a generic version of a CRM database.

What you see in your database will also depend on what Permissions (role) you have been given as a user.

Step 2.   Locate the session

This may exist under a variety of sessions e.g. Family SupportFinancial CounsellingSettlement Services, Case Management.

Step 3.   Use the Sup-Panel and click on CI Assessments or Scroll down to CI Assessments

Step 4.   Click the Client drop down and select the client to record the assessment against

Click Create button to create assessment for the selected client

Step 5.   Select the Template

Choose the assessment

Step 6.   Select the Assessment Type

Choose the type of assessment

Step 7.   Select Assessed By

Choose 1 of the 3rd Party Options

– 3rd party via Email
– 3rd Party via SMS

Step 8.   Fill in 3rd Party Recipient Details

Select Action

Choose one of the actions

– Fill in recipient details
– Select an existing contact record

Fill in recipient details

– Select an existing Contact record

Click Save

You will see confirmation that email will be sent


You will see confirmation the SMS has been sent to client (existing Contact)

Further Information

For further information, refer to the following articles

Updated on May 20, 2024

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