DSS SCORE Assessment for an Individual

DSS provides 3 individual assessment domains for one-on-one case work:

  • Client Circumstances
  • Client Goals
  • Client Satisfaction

SCORE assessments must always be related to a particular session or activity and assessed on a particular date.

In CDS database the session date is assigned to the assessment as date of assessment. Client assessments can be entered pre-session or post-session, both pre and post session assessments can be recorded against the same session.

To assess a client users must navigate to the session they wish to record assessment for and locate the session attendance panel.


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. Financial Counselling, Settlement Services.

Session List

Step 3. Select the completed session.

Step 4.  Scroll to the Session Attendance Sub-panel

Session Attendance subpanel

Step 5. Click on the Attendee name you wish to assess.

Tip: Some sessions (such as Financial Counselling) 
may have multiple attendees. Ensure you select the 
correct attendee. 

Step 6. Scroll to the Client Assessment sub-panel

Client Assessments Sub-panel

Step 7. Click Create

Step 8. Select the required Assessment type

Assessment Type

Step 9.  Enter any required assessment notes

Assessment Note

Step 10. Click Save

The Assessment questions section is displayed

Assessment Questions

Step 11. Complete the questions as required

Assessment questions completed

Step 12. Click Save

The Assessment record is saved

Saved Assessment

Step 13. Repeat steps 6 – 12 for any additional assessment types for the individual.

These may include:

  • Pre-Session – Client Circumstances
  • Post-Session – Client Circumstances
  • Post-Session – Client Goals
  • Pre-Session – Client Satisfaction
  • Post-Session – Client Satisfaction
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.

Step 14. Repeat steps 5-12 for any other attendees if required.

Further information

For further information, refer to the following articles:

Updated on February 12, 2020

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