In order to run an assessment, the assessment must first be created on the system. Assessments can be created from an outcome plan (and/or from a review within an outcome plan) or any type of case. Only members of the case or plan from which the assessment is created can be included in the assessment. For example, if James Smith and Linda Smith are members of a Self Sufficiency outcome plan, only James and Linda Smith are available when an assessment is created for that plan. When creating an assessment, an assessment can be selected from a list of predefined assessments for that outcome plan. The name of the assessment reflects the type of assessment that the case worker wishes to run. For example, Caregiver Strengths and Needs Assessment, Risk Assessment, Safety Assessment.
Once an assessment has been selected, the clients to be included in the assessment and the roles they fulfil on the assessment are specified. For example, in a Caregiver Strength and Needs Assessment, James Smith may play a role of primary caregiver. Linda Smith may play a role of secondary caregiver.
The roles that are available for selection when the assessment is created are defined as part of application administration. An administrator can specify whether one or more clients can fill a role on an assessment. For example, in the Caregiver Strength and Needs Assessment only one child can fill the role of focus child. If only one client is being assessed, and one role has been configured for that assessment, the client and role will be defaulted during assessment creation i.e. a case worker will not have to select a role.