DSS provides 1 group assessment domain for community case work:
- Community domain
Group assessment only varies from individual assessment by applying to a group of clients instead of individuals.
As such users are not required to click on a session attendance record and instead use the ‘Group Assessment’ panel to create pre-session and post-session assessments.
Instructions
Step 1. Log into your CRM database (refer to Logging On for further information).
Step 2. Locate the session you wish to assess.
Note: This may exist under any Community Education or any Module that is for Group Work.
Step 3. Select the completed session.
Tip: This would be a session that has had a client interaction i.e. Attended, Phone Call, email etc
Step 4. Scroll to the Group Assessments Sub-panel
Step 5. Select Create a Group Assessment
Step 6. Select the 3 required fields of information
a. Assessment Template
b. Assessment Type
C. Assessed by
Tip: The screenshots below are an example only. Select the appropriate options for the Assessment you want to do.
a. Assessment Template
b. Assessment Type
c. Assessed By
Step 7. Click Save
Step 9. The Assessment questions section are displayed
Step 9. Complete the questions as required
Step 10. Click Save
The Assessment record is saved
Step 11. Repeat steps 5 – 10 for any additional assessment types for the group.
These may include:
- Initial
- Subsequent
Tip: Ensure there is only one assessment of each type. If multiple assessments of the same type are recorded, your DEX Portal upload will error.
Further information
For further information, refer to the following articles: