--- title: How to Edit or Update an Assessment description: Edit or update program-based assessments to maintain accurate client data, support reporting, and ensure reliable outcome tracking. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/how-to-edit-or-update-an-assessment#main-content) [![cominghome-logo-horizontal-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-horizontal-dark.png?width=208&height=32&name=cominghome-logo-horizontal-dark.png)](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) 2. [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en) 3. [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) # How to Edit or Update an Assessment ## Learn how to edit or update a program-based assessment to ensure accurate and up-to-date client information throughout their participation in a program. ### What this feature does Editing or updating an assessment allows authorized users to correct information or reflect changes in a client’s circumstances during their participation in a program. Since assessments are directly tied to a **client’s specific program enrollment**, keeping them accurate ensures reliable reporting, compliance, and meaningful outcome measurement. Updates may include changes to housing status, employment, income, health conditions, or other key well-being indicators captured during **Entry**, **During**, or **Exit** assessments. #### **Who can use this feature** 1. **Organization Administrators** – Can view, edit, and manage all assessments. 2. **Team Members** – Can edit assessments for clients assigned to them. 3. **Interns / Volunteers** – Can edit assessments for clients assigned to them. 4. **Law Enforcement / Victim Advocates** – Do **not** have access to edit assessments. #### **Before you begin** Before editing an assessment, ensure that: 1. The client is enrolled in a program. 2. An assessment has already been created for that program enrollment. 3. You have the appropriate permissions to edit the assessment.   ### How to edit or update an assessment #### **Step 1: Navigate to the Clients section** 1. From the left-hand sidebar, click **Clients**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-03-02-36-7998-PM.png?width=86&height=231&name=undefined-Apr-14-2026-03-02-36-7998-PM.png) 2. Use the search bar to locate the client. 3. Click the client’s name to open their **Client Toolkit**.   #### ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-03-03-35-4621-PM.png?width=486&height=274&name=undefined-Apr-14-2026-03-03-35-4621-PM.png) #### **Step 2: Access the enrolled program** 1. Within the client profile, select **Enrolled Programs**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-03-05-41-4256-PM.png?width=670&height=251&name=undefined-Apr-14-2026-03-05-41-4256-PM.png) 2\. Choose the program associated with the assessment you want to update. #### **Step 3: Open the Assessments tab** 1. In the selected program, click the **Assessments** tab. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-03-05-57-9448-PM.png?width=670&height=283&name=undefined-Apr-14-2026-03-05-57-9448-PM.png) 2\. A table will display all assessments linked to that program enrollment, including the **Assessment Type**, **Date**, and **Recorded By**.   #### **Step 4: Edit the assessment** 1. Locate the assessment you wish to update. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-03-06-47-0818-PM.png?width=670&height=38&name=undefined-Apr-14-2026-03-06-47-0818-PM.png) 2. Click the **Edit (pencil) icon** next to the assessment. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-03-07-07-3035-PM.png?width=46&height=62&name=undefined-Apr-14-2026-03-07-07-3035-PM.png) 3. The assessment form will open, allowing you to modify the necessary fields.   #### **Step 5: Update assessment information** **![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-03-08-59-6381-PM.png?width=419&height=314&name=undefined-Apr-14-2026-03-08-59-6381-PM.png)** You can update information across the following categories: ##### **1. Living Situation & Needs** - Prior Living Situation - Current Living Situation - Relationship to Head of Household - Sexual Orientation (optional) - Need for Translation Services ##### **2. Employment & Income** - Education Status - Employment Status - Non-Cash Benefits - Source of Income ##### **3. Health & Disabilities** - Health Insurance - Experience of Domestic Violence - Presence of a Disabling Condition Updating these fields ensures that the assessment accurately reflects the client’s current circumstances.   #### **Step 6: Save the changes** 1. After making the necessary updates, click **Save** **Assessment**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-03-09-21-9083-PM.png?width=133&height=53&name=undefined-Apr-14-2026-03-09-21-9083-PM.png) 2. The updated assessment will appear in the **Assessments table**, and the changes will be reflected in reporting and program analytics. #### **Result** Once saved: - The assessment reflects the most current and accurate client information. - Historical context is preserved within the program enrollment. - The updated data supports **program evaluation**, **outcome tracking**, and **HMIS/CoC compliance**. #### **Tips / Best Practices** - **Review assessments before updating** to ensure accuracy and consistency. - **Update assessments promptly** when a client’s circumstances change. - **Maintain data integrity** by avoiding unnecessary edits to historical information. - **Ensure completeness** of all required fields to support reporting and compliance. - **Document significant changes** in internal notes if applicable.   #### **Related Articles** - [Overview of Assessments](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-assessments?hsLang=en) - [How to Add an Assessment to a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-add-an-assessment-to-a-client?hsLang=en) - [Overview of Programs](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-programs?hsLang=en) - [How to Enroll a Client in a Program](https://knowledge.cominghome.ai/en/knowledge-base/how-to-enroll-a-client-in-a-program?hsLang=en) --- ### Need more help? If you need assistance editing or updating an assessment, please contact your **Organization Administrator** or reach out to our **Support Team** through the in-platform chat and select **“Report an issue.”** - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app?hsLang=en) [![cominghome-logo-stack-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-stack-dark.png?width=127&height=48&name=cominghome-logo-stack-dark.png "cominghome-logo-stack-dark")](https://www.cominghome.ai/?hsLang=en) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home