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 the Assessments tab

3. Be sure Assessment Packs is selected from the list on the left

4. Locate the Assessment you wish to assign to Performance Reports or set as the Primary Assessment

5. Select the appropriate check-boxes and/or radio button

6. System saves automatically