This article will go over the Waiting List Assessment. We created a Smart Form for the WLA so that it will be easier to follow and complete.
The first step is to create a new assessment by going to the black button on the right side of the screen.
The image below will appear. Fill out the appropriate fields and click 'Create Assessment' as the bottom of the screen.
The first section of the assessment is categorized as 'General'. This section is the basic questions in the assessment.
The 'Questionnaire' section has a different path. When we answer a question, the next question will appear based on the answer of the first question to make filling out the questionnaire easier. A different question will appear based on the answer given.
The last section is the conclusion. Depending on how the assessment was completed, one of the four conclusion options will show.
Submitting the Waiting List Assessment
When the WLA is completed, you can submit it to DODD by clicking Actions -> Submit to DODD.
If you'd like to have somebody review the WLA before submitting, you can adjust permissions for your users to allow this. If a user has the "Submit waiting list assessments" permission turned off, instead of seeing a "Submit to DODD" button, that user will see a "Notify Admin" button which will send a notification to whichever users have the "Waiting List Assessment Ready for Review" notification turned on.
Below is an example of what a completed form will look like when filled out.
