Skip to content
  • There are no suggestions because the search field is empty.

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.

  2. Use the search bar to locate the client.

  3. Click the client’s name to open their Client Toolkit.

     

 


Step 2: Access the enrolled program

  1. Within the client profile, select Enrolled Programs.

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.

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.
  2. Click the Edit (pencil) icon next to the assessment.
  3. The assessment form will open, allowing you to modify the necessary fields.

 

Step 5: Update assessment information

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.
  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

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.”