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Adult Acuity
Assessment
in the new Assessment Center
1The Adult Acuity Assessment (AAI) is being relocated into the new
Individual Data System (IDS)
The process is not changing as you will still submit
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How to fill out aai in new CRM:
01
First, login to your new CRM account using your username and password.
02
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03
Look for the option to fill out the aai (account, opportunity, interaction) form.
04
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05
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06
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07
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What is aai in new crm?
aai stands for Annual Activity and Interest in the new crm system.
Who is required to file aai in new crm?
All employees and stakeholders must file aai in the new crm.
How to fill out aai in new crm?
To fill out aai in the new crm, employees and stakeholders must log in to the system and complete the required fields.
What is the purpose of aai in new crm?
The purpose of aai in the new crm is to track and report on annual activities and interests of employees and stakeholders for transparency and compliance.
What information must be reported on aai in new crm?
Information such as financial interests, outside employment, and gifts received must be reported on aai in the new crm.
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