Situation: Case managers were manually tracking and calculating assessment scores using a spreadsheet.

Task: The task was to automate the assessment tracking process and enable easy access to the data.

Action: To achieve this, I created a custom object that allows case managers to input scores for each section of the assessment. Additionally, I included a formula field that automatically calculates the total average score for each assessment. The average score was then displayed as a graph on the record detail page for easy access and visualization within the Account/Household's record.