Managing Assessments

This article is part of the assessment builder guide. You will require administration access to view the pages mentioned in this article.

All assessments in the system can be viewed by navigating to:

  • Administration > Assessments

A list of all current assessments is shown:

The following buttons are available:

ButtonDescription
New AssessmentCreates a new blank assessment
ImportImports an assessment - requires a file which has been previously exported from another CareRight installation.

The assessment grid can be searched

ActionDescription
ShowView the details of a published assessment
EnableEnables a published assessment - this makes it available to create a new form
DisableDisables a published assessment - this makes it unavailable to create a new form
EditFor a published assessment, takes you to a screen allowing limited editing.
For an unpublished assessment, takes you to the assessment builder screen.
ExportExports the assessment as a file which can be imported into another CareRight installation
CopyCreates a new version of the assessment, incrementing the version number.
The new version is unpublished and may be edited before publishing
Merge FormsAllows the management of PDF forms.
See Assessment Printing
PublishPublishes an assessment.  This finalises the questions and layout of the assessment, preventing further editing without copying to a new version.
Note: The assessment must still be enabled before it can be used.
ArchiveOnly for disabled assessments - moves the assessment to the "Archived" tab.
This can be done for versions you don't need any-more.

To view archived assessments, click the "Archived" link.  Archived assessments have some different actions available:

ActionDescription
RestoreArchives the assessment, moving it to the "current" tab.
DestroyRemoves the assessment from the system entirely.
This is only available for assessments which were never published.