Washington - How to request approval for an assessment

Learn how to request approval for any forms or assessments.

Christopher Kennedy
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46 seconds

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From your dashboard (<https://outreach.ctipractices.com/>), visit the form filler page (<https://outreach-mobile.ctipractices.com/>) to start a new assessment.

Navigate to the "Start New Forms and Assessments" screen to see all available assessments for you to begin. Note: Any forms that are in progress will be listed on this page.

Select the assessment you wish to begin. This page is used to start any new assessment or form.

Fill out the assessment. The status of your assessment is listed under the title in the upper left of the page. The submission will begin as a draft, however the status will change if you are required to make any changes to the form, if it has been rejected by your district coordinator, or if it has been approved by your district coordinator.

Search for and select a student to the form via the search bar. There will be identifiable information such as gender, birth date, and age. You will only be able to search for students from within the school to which you have access (or within the school you have selected). If this student has any prior case history, it will be listed directly on this page with a link to view their record in Outreach.

When you have completed the assessment and wish to request approval, you will select the “Request Approval” button in the upper right of the page. Note: This button will not be able to be selected if there is any missing required field on the assessment.

Clicking the "Request Approval" button will open a panel where you are able to comment to your district coordinators and to request approval. Comments are completely optional, however you can have a conversation with your coordinator to provide more context to the assessment.

An example is shown below. Leave a comment by selecting the "Send" button once done. Your coordinator will receive an email with a link to view the assessment whenever a comment is sent. You will receive an email with a link to view the assessment whenever your coordinator sends a comment.

To request approval, click the “Request Approval” button.

Click the “Send” button. No comment is necessary. The status of the assessment will be moved to the “Awaiting Review” stage. Your district coordinator will receive an email notification that an assessment requires review. Upon review, the district coordinator can leave comments, request changes, approve, or reject your submission. You will receive an email notification from any of these activities with a link to your form for your next action. If your form requires changes, you will receive an email notification to open your form and make any required changes to your form. You will then need to request approval once again.