As Social Workers and CRS in Make Progress continue to meet with clients on their caseloads, we need to administer a Vocational Assessment to determine the clients' eligibility for Job Search Workshop or @Work, as well as to determine any current barriers to employment.
This article describes how to record a Vocational Assessment.
Begin from the client's Contact Page.
1. Click Assessments.
2. Scroll down and click New Assessment.
3. Select Needs Assessment.
4. Click Next.
Depending on your answer to each question, more questions may appear.
If a client answered one of these questions during screening or intake, their answer will appear in the related question. It can be changed based on what you learn.
5. Answer the Job Interest/History section questions.
6. Press Next.
7. Answer the Education and Skills section questions.
8. Click Next.
9. Answer the Resume / Application section questions.
10. Click Next.
11. Answer the Interview Readiness section questions.
12. Click Next.
13. Answer the Legal History section questions.
14. Click Next.
15. Answer the Physical Limitations section questions.
16. Click Next.
17. Answer all the Financial section questions.
Make sure to check the client's credit report by pressing Click to Check Credit Report. This will take you to a free credit reporting source.
18. Click Next.
19. Answer all the Spiritual section questions.
20. Click Next.
21. Answer all the Observed Behaviors section questions.
22. Click Next.
23. Press Click here to view the Vocational Assessment.
The Vocational Assessment has been created and can be found in the Assessments section of the Contact as well as the client's Make Progress Program Engagement.
