IMPORTANT! In order to enter or update assessment data, the following criteria must be met:
An assessment instrument or FormBuilder form MUST exist for the program for which the assessment data entry is to be done. This assessment instrument/form must be set up for the assessment type for which data is to be entered or updated, and must have a deployment date prior to the charting timetable assessment event due date.
The client for whom the assessment data is to be entered or updated MUST have a charting timetable record for the same assessment type as the assessment instrument / form.
To enter or update assessment data for a charting timetable event, complete the following steps from the AWARDS Home screen:
TIP: If the assessment data to be worked with is for a former (discharged) client, first click the Roster Archives checkbox beneath the client selection option.
This page contains a list of charting timetable events meeting the selection criteria entered on the previous page.
TIP: If the assessment you wanted to work with is not yet scheduled, you can use the Charting Timetable shortcut button located on this page to access the Services - Individual module Charting Timetable feature.
The process of entering or updating assessment data is now complete.
https://demodb.footholdtechnology.com/help/?10433