To add an Assessment, access the Assessment screen and click the Add button. This will open the Assessment Schedule Wizard, allowing you to capture all of the required details.
You can then record the Assessment Type, the start and end time, and the recurrence pattern– if you are scheduling a one-off Assessment, you can leave the recurrence pattern blank.Below, we have created an Assessment Schedule that runs from 10.00am to 10.30am on the third of the month for the next 10 months.
To link this Schedule to a Staff Profile, enter the Staff
Member’s name into the Assessment For field- this is needed in
order to confirm who will actually be carrying out the Assessment.
The facility to add Documents to the Assessment Schedule is also available.
The Assessment Period fields allow you to define the period the Assessment will focus on. For example, by setting the dates to cover the period 1st January 2013 to 31st January 2013, you are indicating that the Assessments will measure the performance of the Carer or the effectiveness of the care being provided to the Client specifically within that time period.
Please note, this is an optional field and you do not have to define an Assessed Period.
Once you are happy with the recorded information, click the Add Assessment button- the Schedule for this Assessment will be created and will appear in both the Staff and Client Profiles. It will also appear on the Assessment screen, the Assessment Schedule screen and the Assessment Board screen.