Initial Assessment Areas

Created by Duncan Harbour, Modified on Fri, 29 Jul, 2022 at 9:08 AM by Duncan Harbour

Before creating Initial Assessments, you should add/edit any areas that you wish for anyone to make comments on.


Locating the IA Setup screen


Navigate to Administration -> Standard Values in the left hand navigation menu. Under the Education Management Values area, locate and click on Initial Assessment Areas.


This will take you to a screen for adding the Areas and Sub-Areas by which you would like people to comment on in Initial Assessments.


Adding Initial Assessment Areas


To add a new Area, click on the Add Area option on the right hand side. Enter the title/label for the area e.g. Care, Therapy, Equipment etc and click Save.


The list on the left displaying the areas will update accordingly. To edit an Area, click on the notepad icon. To remove an Area, click on the trash icon.


Adding Sub-Areas


First locate the Area in the list on the left hand side you would like to add an area underneath. Click on the eye icon in the same row to display the existing sub areas. Clicking this will also have enabled the option on the right hand side for Add Sub Area.


Click this and as with adding an Area above, enter the title/label for the sub area e.g. If area was Care, sub area might be Behaviour, Medical, Physiotherapy etc and click Save.


The list on the right displaying the Sub Areas will update accordingly.

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