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:
Button | Description |
New Assessment | Creates a new blank assessment |
Import | Imports an assessment - requires a file which has been previously exported from another CareRight installation. |
The assessment grid can be searched
Action | Description |
---|---|
Show | View the details of a published assessment |
Enable | Enables a published assessment - this makes it available to create a new form |
Disable | Disables a published assessment - this makes it unavailable to create a new form |
Edit | For a published assessment, takes you to a screen allowing limited editing. For an unpublished assessment, takes you to the assessment builder screen. |
Export | Exports the assessment as a file which can be imported into another CareRight installation |
Copy | Creates a new version of the assessment, incrementing the version number. The new version is unpublished and may be edited before publishing |
Merge Forms | Allows the management of PDF forms. See Assessment Printing |
Publish | Publishes 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. |
Archive | Only 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:
Action | Description |
---|---|
Restore | Archives the assessment, moving it to the "current" tab. |
Destroy | Removes the assessment from the system entirely. This is only available for assessments which were never published. |