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How to Create Additional Preassessment Modules (CRM)

Overview

You can create multiple preassessment modules in your Dazos system to capture different types of assessment data. This guide will walk you through creating a second (or additional) preassessment module.

Before You Begin

Make sure you have the necessary permissions to create and configure modules in your Dazos system. If you're unsure about your permissions, contact your system administrator.

Steps to Create a New Preassessment Module

  1. Access the module creation section in your Dazos system

  2. Define the fields you want to include in your new preassessment module

  3. Configure the layout to ensure it captures exactly the data you need

  4. Set up any necessary field validation or requirements

  5. Test the module to ensure it functions correctly

💡 Tip: You can clone specific fields from your existing preassessment module to save time when setting up similar data collection points.

Configuration Options

When creating your additional preassessment module, consider:

  • Which fields are essential for this specific assessment

  • How the layout should be organized for optimal user experience

  • Whether any fields should be cloned from your existing preassessment

  • Any validation rules or required fields needed

Need Additional Help?

If you need assistance with the initial configuration or want help cloning fields from your existing preassessment, contact Dazos Support. Our team can help with the setup and ensure your module functions exactly as needed.

⚠️ Note: For complex configurations or if you encounter any issues during setup, consider scheduling a call with support for hands-on assistance.

Related Resources

For detailed step-by-step instructions on module creation and customization, refer to the comprehensive Knowledge Base guide on module creation available in your Dazos system.

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