How to Close Assessments

This article explains how to close assessments in Suite-ECM. You will learn the steps to close activities, understand the available options, and manage assessments that require closure.

Closing an Assessment

From an Open Assessment Screen:

  1. In the Assessment Information Pane, select Close Activity to close the assessment while keeping it open for editing.
  2. Alternatively, on the last activity screen, select Finish and Close Activity to close the assessment and return to the client's chart.

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From the Client’s Chart:

  1. Navigate to the client’s chart.
  2. Select the assessment you wish to close.
  3. In the Assessment Information Pane, select Close Activity.

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Key Notes:

  • Clicking any Close Activity button will trigger a validation process. If there are unanswered required questions, an error message will appear.
  • Once an activity is closed, the Closed column in the client’s chart will display "Yes."
  • If an assessment closure is not required, the Closed column will display "N/A," and the Close Activity button will not be available.

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Troubleshooting Common Issues

  • Unanswered Questions: Ensure all required questions are answered before closing an activity.
  • Error Messages: If you receive an error during closure, review the validation pop-up to identify and resolve any missing information.