Coordinated Entry: Assessment Level Analysis Dashboard

Purpose 

The Coordinated Entry: Assessment Level Analysis Dashboard helps monitor Coordinated Assessment activity by distinguishing between enrollment-linked and non-enrollment-linked assessments. A key focus is identifying clients whose most recent CE assessment is not linked to an enrollment, which can impact their inclusion in CE APR tables (excluding Table Q10). This allows users to identify linkage issues, manage configurations, and improve data quality for reporting.

The Coordinated Entry Assessment Level Analysis dashboard offers three distinct sections.

1. Coordinated Entry Assessments During the Analysis Period: This initial section examines all CE assessments conducted within a user-specified timeframe, defaulting to the past 3 months. It highlights clients who may be excluded from the CE APR, compares enrollment-linked and non-enrollment-linked assessments, and provides an analysis of both types of CE assessments.
2. Non-Enrollment Linked CE Assessments Over the Past 3 Years: This second section examines non-enrollment linked CE assessments from the past three years. It is not influenced by the Analysis Period filter. The analysis covers three timeframes: Year to Date, Last Complete Year, and the Year Prior to the Last Complete Year. 
3. CE Assessments Configuration: Finally, the dashboard offers a detailed list of all active CE assessments, categorized by agency and program levels.

Dashboard Filters 

The dashboard includes seven filters that enable more detailed analysis by narrowing results based on Analysis Period, Assessing Agency CoC, Assessing Agency Name, Assessment Name, Assessing User, Client Full Name, and Client Unique Identifier. The table below specifies which Looks the filters apply to and their default settings.

Content 

The following Looks make up the Coordinated Entry: Assessment Level Analysis dashboard. For more information on how each Look is configured and what fields are used, please review the Look by selecting ‘Explore from Here’ within the ellipses in the upper right corner.  

Coordinated Entry Assessments During the Analysis Period

This section of the dashboard is comprised of 6 Looks that analyze Coordinated Entry (CE) assessments completed during the filterable Analysis Period and highlights those completed outside of an enrollment (Non-Enrollment Linked), as well as assessments that are linked to an enrollment. The default Analysis Period is set to the last 3 months, and all dashboard filters are applied to this section. 

• Non-Enrollment Linked CE Assessments During the Analysis Period
  
  • Offers insights into CE assessments that are not associated with an enrollment and provides a percentage comparison of unlinked assessments relative to the total number of CE assessments.

• Clients Potentially Excluded from the CE APR During the Analysis Period

  • Tallies the clients whose most recent CE assessment lacks an enrollment connection, potentially leading to their exclusion from the CE APR tables. It is important to note that this evaluation does not pertain to table Q10 in the CE APR Table, as clients do not need an assessment to appear in Q10. Furthermore, it offers a comparison of the overall non-enrollment linked assessments. The "Row Limit Alert" table calculation indicates if the Looker internal row limit (5,000) has been exceeded. If so, select a shorter "Analysis Period" for more accurate results

•  Non-Enrollment Linked vs Enrollment Linked CE Assessments During the Analysis Period

  • Provides a comparison between non-enrollment linked CE assessments and enrollment linked assessments for the analysis period.

• Non-Enrollment Linked CE Assessments During the Analysis Period

  • Counts the number of clients whose latest CE assessment is not connected to an enrollment, which may result in their omission from the CE APR tables. It is important to note that this evaluation does not pertain to table Q10 in the CE APR Table, as clients do not need an assessment to appear in Q10. Additionally, it provides a comparison of the total non-enrollment linked assessments. The "Row Limit Alert" table calculation indicates if the Looker internal row limit (5,000) has been exceeded. If so, select a shorter "Analysis Period" for more accurate results.  

• Enrollment Linked CE Assessments During the Analysis Period

  • Offers a comprehensive count of assessments linked to an enrollment. 

• Enrollment Linked CE Assessments During the Analysis Period

  • Provides details about assessments that are linked to an enrollment. The "Row Limit Alert" table calculation indicates if the Looker internal row limit (5,000) has been exceeded. If so, select a shorter "Analysis Period" for more accurate results.

 Non-Enrollment Linked CE Assessments Over the Past 3 Years

This part of the dashboard is comprised of 9 Looks that review non-enrollment linked CE assessments from the past three calendar years. All dashboard filters are applicable except for the Analysis Period filter.

The report is categorized into three distinct time periods:

• Year to Date
• During the Last Complete Year
• During the Year Prior to the Last Complete Year

Year to Date

 

• Non-Enrollment Linked CE Assessments Year to Date

  • Offers insights into CE assessments that are not associated with an enrollment and provides a percentage comparison of unlinked assessments relative to the total number of CE assessments.

• Clients Potentially Excluded from the CE APR Year to Date

  • Counts the number of clients whose latest CE assessment is not connected to an enrollment, which may result in their omission from the CE APR tables. It is important to note that this evaluation does not pertain to table Q10 in the CE APR Table, as clients do not need an assessment to appear in Q10. Additionally, it provides a comparison of the total non-enrollment linked assessments. The "Row Limit Alert" table calculation indicates if the Looker internal row limit (5,000) has been exceeded. If so, dashboard filters can be used to narrow the universe.

• Non-Enrollment Linked CE Assessments Year to Date

  • Provides details about CE Assessments that are not linked to an enrollment and indicates if it was the client’s most recent CE Assessment during the Analysis Period. The "Row Limit Alert" table calculation indicates if the Looker internal row limit (5,000) has been exceeded. If so, dashboard filters can be used to narrow the universe.
    
    

During the Last Complete Year

CE Assessment Configuration

This part of the dashboard is comprised of 2 Looks that present a list of active CE assessments organized by the agency and programs through which they are configured to be administered. The dashboard filters: Assessing Agency CoC, Assessing Agency Name, and Assessment Name are applicable.

• CE Assessments Configured to be Provided at the Agency Level

  • CE Assessments currently configured to be administered at the agency level, by agency.

• CE Assessments Configured to be Provided at the Program Level

  • CE Assessments currently configured to be administered at the program level, by program.

     

Updated: 06/17/2025