Assessment Centre instructions

Log in

When you log in, you have the option to login using your email address, or your Provider Portal account.

Email Address: Your email address must match the email address where you received the invitation.

Provider Portal Account: If you have 2-factor authentication set up, you will be prompted to complete this step too.

Getting Setup

Select your Workspace

Select the Workspace you want to use, then go to your Dashboard to setup your Assessment Centre account.

Dashboard

From your Dashboard you are able to change your settings, create templates, add new clients, and create new assessments, etc.

Settings

Go to the Settings tab to change your Display Name, Reply-To and Notification settings.

Templates

Go to the Templates tab to set up templates that you use frequently.

Click the Add Template button.
Give the template an Assessment Protocol Name
Select which instruments you want to include in your template
Click Save

Add A Client

We recommend assigning assessments to a client to maintain accurate records.

From you Dashboard, click the Add a Client button.

Complete the form with the necessary client information and either select Save or Save & Create Assessment

Save	Create New Assessment	Create From Template
If you clicked Save you can create an assessment later. When you are ready, go to your Dashboard, and select either: Create New Assessment OR Create From Template

Save

Create New Assessment

Create From Template

If you clicked Save you can create an assessment later.

When you are ready, go to your Dashboard, and select either:

Create New Assessment

Create From Template

Save & Create Assessment
If you clicked Save & Create Assessment, you will be taken to the Add Assessment Protocol page
If you select Create new from a list of available instruments to you be taken to this page >>>
If you select Create from one of your templates, the page will be auto-populated >>>

Save & Create Assessment

If you clicked Save & Create Assessment, you will be taken to the Add Assessment Protocol page

If you select Create new from a list of available instruments to you be taken to this page >>>

If you select Create from one of your templates, the page will be auto-populated >>>

From here, you can either send it to your client to complete in their own time, or simply spin your laptop around for the client to access the test during their appointment. Once the client has completed the tests, the scoring will arrive on your dashboard.

Click on View Results and you can either view them on your screen, download a PDF report or Print it.