Important Note: You will only be able to edit and maintain Assessments that are owned by your agency. By toggling Source: Inherit to Source: Own you are turning off all Inherited items and they will not be available in client profiles. Click here to learn more.

1. Click Agency Admin from the System Navigation Bar

2. Click on the Assessments tab

3. Click Add Assessment to expand

4. Type assessment name… and click Save Assessment

5. Click the gear icon for the Assessment you just created

6. List of Available Scales will appear below

7. Choose which Scales to add to the assessment by clicking Add

8. Once added, Add button will become Added

If desired, Filter by domain by clicking the drop-down menu to locate scales more easily

6. Click Save Assessment when completed

7. Return to Assessment Packs or Assessment Scales by clicking the link in the upper right corner