Initial Guardianship Assessment

How to Create an Initial Guardianship Assessment

  1. Click the Assessment tab
  2. Select “Initial Guardianship Assessment” under “New Assessment Record Type” picklist
  3. Click Next
    Screenshot of the assessment tab with Initial Guardianship Assessment selected from the picklist.
  4. Fill out the assessment. Every question on the Initial Guardianship Assessment is required to be answered.
  5. If the assessment is ready to be submitted, click “submit for approval” and click next. This will submit the assessment to your supervisor for approval.
    Screenshot of the bottom of the assessment showing the submit for approval checkbox and next.

**If the assessment is not ready for submittal to your supervisor, you can click Next without selecting to submit. This will create and save the assessment, and you must come back to complete and submit the assessment on a later date.

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