The Metrics Management screen shown below allows you to do two major tasks. These are:
- Show or hide assessments
- Customize the frequency with which each assessment should be re-evaluated
In order to access this screen click on your name on the top right menu and select Settings.
Showing and Hiding Assessments
The Show column on the far right lets you control which assessments are hidden. Assessments with checked boxes will be shown, and assessments with blank check boxes will be hidden
This allows you to create a more streamlined interface for your staff and ensure that they're only using assessments you've approved. This is especially useful for setting standard client intake or assessment protocols.
Days Between Metrics
This column lets you set the frequency with which each assessments should be performed. Weight is a metrics used by many of the other assessments, so its default is set to 42 days. This means that Weight should be collected every 42 days, or 6 weeks.
If Days Between Metrics shows "--" then no frequency has been set. In order to set an assessment frequency just enter the desired number of days in the column to begin triggering the Overdue Metrics fields shown in each user's Profile List.
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