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Mobius User Guide

Published Date: May 15, 2013
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10 Assessments

Edit an Assessment

If an assessment has been saved with a status of In Progress, it is possible to edit the content. Assessments can only be edited by the user who assessed the individual or the user who entered the assessment.

Assessments that have a status of Complete cannot be edited and a new assessment must be created.

Anchor Point: Integrated Case Home Page

  1. From the Integrated Case Home Page, select the Assessment Tab.
  2. Select the List Action Menu to the right of the Assessment to be edited and select Edit from the drop down menu.
  3. Edit the information as required.
  4. To save the assessment with a status of:
    • In Progress (for future editing), select Save.
    • Complete (with no further editing), select Complete.