AssessmentDataEntry
3. Data and Information Entry
3.1 If you pressed the save button after creating the new assessment, press the "Edit" button for the client for whom you desire to enter assessment information. If not, you will already be on the screen to begin to enter information.
3.2 NOTE: At this time, you can use the "Pre-populate" feature by pressing the button on the bottom toolbar of your screen. Pre-population is a way to save time because it will allow you to transfer over all the data from a client's previous assessment to the new one, so you will only have to make any changes in information rather than re-entering all of it.
3.3 Now, whether you have chosen to pre-populate or not, press the button on the right part of the screen marked "Assessment Information." This will take you into entering information specifically for the assessment. NOTE: instead of clicking on the button itself, you can navigate any left and right arrows on the screen throughout this process by simultaneously holding down the "alt" and right or left arrow key, depending on the direction you wish to go.
3.4 Because of the way the system is designed, if you forget to add something in this section or make a mistake in subsequent sections, you can simply press your browser's back button to once again arrive at the screen and enter the information.
3.5 You should see a screen like the one below once you press the "Assessment Information" button.
3.6 First, enter a "Reason for assessment." NOTE: This field, as well as all subsequent fields marked with an asterisk, is mandatory and must be completed. If you do not enter information in this box, you will be directed to fix this oversight by the validation errors you encounter once you attempt to submit the assessment.
3.7 You can choose to add notes for yourself and for future reference as addenda to the assessment. To do so, simply press the "Add Note" option to the right of the entry fields. You will be prompted by a text box, as seen below, and you may enter any relevant information. Make sure to hit the blue box marked "Apply" to ensure the note is saved with the item. Or, hit cancel to delete the note and any text you entered.
3.8 Now, press the blue button pointing to the right or "alt + right arrow" to begin actual data entry. Your screen will look like the shot below.
3.9 You have 2 options for entering data:
3.9.1 You can enter numbers 0,1,2, and 3 in the empty boxes from your keyboard. Simply press tab to move on to the next box to be filled.
3.9.2 Or, you can select for each category one of the bubbles from the existing options of 0,1,2, or 3 with the click of your mouse.
NOTE: Whichever option you choose, you will notice that your responses will automatically also accomplish the other, complementary method and will also generate color-coding, which allows you to better analyze the data. Thus, your end result for each section will look like the sample directly below. Continue on to other sections by pressing the blue buttons directing you to additional categories until you reach the home screen once again. This is when you know you have completed all the requisite data entry.
3.10 Feel free, like before to add notes to each individual category section by clicking "Add Note," which appears to the right of the numbers. You can make a note for each specific point within the larger category, but always remember to hit "Apply." A sample note is shown below. The text of the note will appear under the assigned category.
