DSS SCORE Assessment for a Group

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.


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

Step 2.  Locate the session you wish to assess. This may exist under a variety of sessions e.g. Community Education, Financial Counselling

Session Record

Step 3. Select the completed session.

Step 4.  Scroll to the Group Assessments Sub-panel

Group Assessments

Step 5. Click Create

Step 6. Select the required Assessment type

Group Assessment Type

Step 7.  Enter any required assessment notes

Group assessment note

Step 8. Click Save

The Assessment questions section is displayed

Pre-Session group questions

Step 9. Complete the questions as required

Completed group assessment

Step 10. Click Save

The Assessment record is saved

Saved Assessment

Step 11. Repeat steps 5 – 10 for any additional assessment types for the group.

These may include:

  • Pre-Session – Group
  • Post-Session – Group
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:

Updated on February 12, 2020

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