Assessments/Surveys

From the Client Dashboard:

1. Click the Surveys tab.

2. Surveys part of the project for the client will display.

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3. Click Start New to begin a new Survey.

4. Surveys allow the user to answer the questions and click Previous and Next to navigate between questions.

5. Click on a section on the left navigation to see questions associated with that section of the survey.

6. Click Exit to exit the survey without answering any questions.

7. Click Save and Exit to save a survey in process.

8. Click Complete and Submit to finish a survey and submit and save all answers.

9. The completed survey is displayed with the overall score, the person completing it, and the date completed.

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10. Click the … to view options applicable to that survey like Edit, Copy, Delete, and Download a PDF.

Tip: As surveys are completed they will display a lock button to now allow further edits.

Sharing Client Surveys/Assessments (only available for the CANS Project)

From the Client Dashboard:

1. Click the Surveys tab.

2. Surveys part of the project for the client will display.

3. Click the … for a Survey.

4. Click Shared.

5. Click the Agency Type drop-down and click agency type.

6. Click the Agency drop-down and click agency.

7. Click the Shared On the field and enter the date or click the date calendar to select.

8. Click the Agency Contact field and enter the email address of the person the survey was shared with.

9. Click the Notes field and enter any additional notes about the shared survey.

10. Click Add Shared Record.

11. The record is displayed in the table.