There are a number of tools available to aid you when assessing a client.

Assessments often need to be reviewed periodically. Assessment publishing allows you to sign off on an assessment once all necessary information has been recorded.

To publish an assessment, you’ll need the Publish an assessment permission. By default, this is only given to administrators & branch managers.

This allows you to separate who is allowed to sign off on an assessment; for example, assessors could fill out the assessment and then hand over to a manager to approve it.

Each time an assessment is published a new version is recorded, allowing you to look back on the changes made to the assessment over time.

When publishing an assessment you have the opportunity to add a comment.

Not every assessment will be needed for every client. You can quickly mark an assessment as required by clicking the three dots button next to the assessment, and then Mark as required.

If an assessment is changed to be no longer required, you’ll be asked to provide a reason that the assessment is no longer required.

None of the assessments are required by default.

Each time an assessment is published it’s given a version number. This allows you to both easily view previous versions of a document as well as being able to export each of these versions as a PDF or for printing. This can be useful when evidencing changes made to an assessment over time.

To export the current version of an assessment, click the three dots button at the top of the assessment and then Export. This option will only be available if the assessment has previously been saved.

The exported PDF will contain some additional information, such as the status of the assessment (in-progress or published); the version that has been exported; and who made the latest changes.

To view previous versions of an assessment, open the assessment and click the three dots button. If the assessment has been previously saved, you’ll see a button labelled View history.

The dialogue will list all of the changes that have been made to the assessment; each time an assessment is published you can export the assessment as it was at that point in time. Click the three dots next to the “published” item, and click Export.

We’re continuing to work on and introduce new assessments; take a look at which assessments are currently available in the Which assessments are available? article.

We’ve made an effort to keep the layout and functionality of each assessment consistent, here are some of the common features you’ll come across:

Every time you see the "add comments" button next to a question you can record additional information relevant to it. There’s no limit to how much you can write in the comments box.