Views:
How to Add an IAT to a Contact in CRM

It is often necessary to complete an IAT (Interrelate Assessment Tools) for a contact to record additional information that supports the delivery of specific services.

 

Steps to Add an IAT to a Contact

 

1. Navigate to the Client Record


Open the relevant Client record in CRM.

 

  1. 2. Access the IAT Tab

  2.  

    Select the IAT tab.
  3.  
  4. Check whether an IAT is required for the contact:
  5.  
  • If IAT is required, set IAT Required = Yes.
  • If IAT is not required, set IAT Required = No, enter a reason in the IAT Reason field, then Save the contact record. No further steps are required.

  1.  

 

 

  1. 3. Create a New IAT

  2.  
  3. In the IAT grid, select the + (Add) button.
  4.  
  5. A new page will open.

  6.  

  7.  

 

 

 

  • 4. Select Document Type 

  •  

  • In Document Type, select the most relevant IAT document type for the contact.

  •  

  1. The form will update to display the fields required for the selected document type.

     

  2.  

  3.  

 

 

  1. 5. Complete the IAT Form

  2.  

  3. Complete all relevant fields across the available tabs.

Use the ellipsis (… ) menu to access additional tabs where required.

  1.  

 

 

  1. 6. Save the IAT

 

Select Save & Close to complete the record.

Alternatively, select Save to save progress without closing the record.

  1.  

 

 

7. Review the Saved IAT

 

  1. Return to the IAT tab on the client record.

  2.  

  3. The newly created IAT document will now appear in the grid.

  4.  

  5. Select the record to view or edit details if required.

  6.  

Notes

  • Always ensure the correct document type is selected before completing the form.
  • Any updates to an existing IAT can be made by opening the record, editing fields, and saving changes.

 

__________________

Need more help?
Ask your Practice Lead or Supervisor.
Ask the Help Desk (Log a helpdesk ticket)

 

 

 

Keywords: IAT, Integrated Assessment Tool, how to,