How to edit Assessment or Reassessment Sessions (For analyst & administrative Staff)

This guide provides step-by-step instructions on how to edit assessment or reassessment sessions. Explains how to edit notes, edit events, and delete events. It also explains how to add additional sessions. Viewing this guide would be helpful for anyone who needs to make changes to their assessment or re-assessment sessions.

11 steps

Assessment or reassessment sessions can be edited from: 1. The **Calendar**. 2. The **Assessments** section. 3. Directly within the **assessment** or **reassessment report**.

1. From the Calendar

Locate the Assessment or Reassessment session you wish to edit on the calendar.

1.1. Edit the note

Click **Go To Report** to open the session. From there, you can: - **Review and update the information** - **Sign the session** - **Submit the session**

1.2. Edit the event

Click "Edit Visit".

You can adjust the session details as needed, including the **date**, **time**, and **location**. Be sure to **save the changes** once you have updated the information.

1.3. Delete the session

From the "Edit Visit" option you can delete the session if necessary.

2. From the Assessments section

From the **Assessments** section: - Locate the desired assessment or reassessment. - Click the three-dot icon. - Select **Edit Sessions**.

In the displayed window, you will be able to view all assessment or reassessment sessions. Additionally, you can: - **Edit the note** - **Edit the visit details** - **Sign the session** - **Submit the session**

Within the same window, it is also possible to add additional sessions.

3. From the Assessment or Reassessment report

Inside the report: - Locate the **Observation** icon in the tools section.

In the displayed modal, you will see all sessions associated with that assessment or reassessment. From there, you can: - **Edit the note** (including signing and submitting it) - **Edit the visit details** - **Delete the session**, if needed - **Add new sessions**