SCORE Assessment Searching

The Assessment Search will enable you to search for an Assessment or an Assessment Question.

This is a great way to view any SCORE Assessments that have been created in the CRM at the Session level for Individual Session Attendees or for a Session Group.

Instructions

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

Step 2. Locating the Assessment Module in the CRM database

The Assessment module can be accessed from a number of places in the CRM Database.

Tip:
If you see 'Assessments' in the Shortcuts menu you can click on it.

The examples below show 2 ways of getting to it.

Example 1: On the Dashboard’s Shortcuts menu

Click on Assessments

Example 2: On a Case Module Shortcut Menu

Note:
This may exist under a variety of Case Modules e.g. Case Management, Community Education,  Family SupportFinancial CounsellingSettlement Services.

The example below is using the Family Support Case Search page.

Go to the Case Search page.

Click on Assessment

Step 3. You are now on the Assessments Search page of the CRM database.

The shortcuts menu has 2 items

  • Assessments
    This will take you to the Search page for “Assessments” here you can see a list of all Assessments that have been created for every Session Attendee. You can limit what is on the Assessment List by using the search criteria.
  • Assessment Questions
    This will take you to the Search page for “Assessment Questions” here you can see a list of all questions on every Assessment. You can limit what is on the Assessment List by using the search criteria.

Step 4. Searching for an Assessment

Click on Assessment

You can select Criteria to narrow down the search or leave the Criteria blank and all will be listed

Step 5. Searching for Assessment Questions

Click on Assessments Questions

You can select Criteria to narrow down the search or leave the Criteria blank and all will be listed

Further Information

Updated on May 20, 2024

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