Introduction

The following steps explain how to do an online Screening for your client. 

How to do it 

1. Select the client and go to the menu 'Decisions and Actions'. 

2. Choose the tab '360° Screenings' and click '+ 360° Screening'. 

3. Add a title to the Screening. E.g.: 'Initial Client Assessment' or 'Current Hot Opportunities'. Select the screening type (click the headlines to read a guide about different types). After choosing between Status Assessment, Opportunity Assesment or Skills Assessment, complete the rest of chart by following the next step. 

4. Give a score of 25%-100% on some or all of the Focus Areas as shown above. By doing an opportunity assessment for example, you will gain better insights into what areas provide an opportunity by focusing on them. 

If you want to add decisions and actions to your new screening click here to view our guide.