Client Services Salesforce

Recording a CAM Assessment

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As clients graduate from Transformations, we need to administer a CAM Assessment to determine their fit for specific corporate partners.

This article describes how to create a new CAM Assessment. To learn how to create a new Vocational Assessment, click here.

Begin from the client's Contact Page.

1. Click Assessments.

2. Scroll down and click New Assessment.

3. Select CAM Assessment.

4. Click Next.

Depending on your internet connection, it may take a few moments for the assessment you selected to load. During this time you will see dots on the screen. Keep waiting and it will load.

5. Press Click to go to CAM Assessment.

6. Click Edit.

7. Scroll down and answer all the CAM section questions.

8. Click Save.

The CAM Assessment has been created and can be found in the Assessments section of the Contact as well as the client's @Work Program Engagement.

Great job! Now go recharge with some seat spinning.

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