Create a Practitioner Assessment

Practitioner Assessments are observational outcome surveys, created at the start, during or after an intervention.


Step 1. Locate the session you wish to assess. This may exist under a variety of sessions e.g. Family Support, Financial Counselling, Settlement Services.

Step 2.  Scroll down to the CI Assessments panel.

Step 3.  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 4. Select the required assessment template from the drop down list.

Step 5. Select the assessment phase applicable.

Note: assessment templates may have different phases depends on the outcomes framework they are part of. For example the SCORE framework has 2 phases 'Initial' and 'Subsequent'. Chose the phase most applicable to the intervention stage associated with your session.

Step 6. Select ‘Practitioner’ from the Assessed By drop down list.

Step 7. Click Save button to generate the assessment.

Note: once you click Save, it may take few seconds for assessment to be generated. Do not click the save button more than once to avoid generating multiple assessments.

Step 8. View the CI Assessments list to locate the Draft assessment you created and click the Update Assessment link to complete the assessment.

Step 9. The Assessment page is open in a new browser tab. Click on the tab to the right hand side of your active window to view and complete the assessment.

Assessment Details

Step 10. Once completed, click Save for Later button to save and review the assessment.

Step 11. Review the answers and click Edit to change any information or Complete to finalise the assessment.

Further Information

For more information on Community CI, please refer to:

Updated on March 22, 2021

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