Links to Services
Performing an Assessment for a resident can, based on the answers to the Assessment, schedule services for a Resident. This is extremely useful for saving time setting up a Resident’s service schedule, & keeping data consistent. This also makes creating a resident’s service plan very easy – by doing an Assessment for a Resident, you can end up creating the bulk of their service plan with no extra work. The Assessment to Service links are very flexible, and can be completely customized. In this tutorial we will demonstrate how to setup the Assessment to Service Links for your campus.
How to Setup Assessment to Service links
Start from the Setup Tab
- Select “Assessment” from the menu on the left side of the screen; this will give you new options on the right
- Select “Assessment -> Service Links” from the list on the right; This opens the Assessment -> Service Links Screen. This screen will display a list of all this Assessment to Service links you have setup already, if any.
This is where you setup Assessments to Service links for your campus. When you perform an Assessment, each Assessment Question has multiple Evaluation Options (answers) that can be selected, as discussed in our section on “Campus Assessment Setup”. We want to configure certain Evaluation Options to create Services when they are selected as an answer to an Assessment Question. To do this, we:
- Select the Evaluation Option we want to trigger a service from the “Assess Option” drop-down menu
- Select the Service we want to be created when that Evaluation Option chosen on an Assessment, from the “Service” drop-down menu. That’s it! You now have an Assessment to Service link!
How to Delete an Assessment to Service link
Start from the Setup Tab
- Select “Assessment” from the menu on the left side of the screen; this will give you new options on the right
- Select “Assessment -> Service Links” from the list on the right; This opens the Assessment -> Service Links Screen. This screen will display a list of all this Assessment to Service links you have setup already.
- Click on the grey box next to the link you want to delete (this box is called a “Record Selector”)
- Press the Delete key on your keyboard – you will be asked if you are sure you want to delete this record. Select “Yes.” After this, the Link will be deleted.