Manage an assessment definition
To manage an assessment definition, click the Definitions button on the Assessments page. Click the Manage Definitions link on the right and then click on a definition in the list.
The Definition page displays summary information at the top, the list of questions below, and a number of links on the right side of the page.
Edit general information
Click the Edit General Information link on the right side of the page to display the general information form. After making changes here, scroll to the bottom and click the Submit button. Click Cancel to discard your changes.
To add an attachment, click the Manage Attachments link on the right side of the page. Next, drag-and-drop files from your computer or click the Choose a file button to choose specific files.
Editing questions in this context means that you can remove questions from an assessment definition.
Follow these steps to remove questions:
- Click the Edit Questions link in the top-right of the page.
- Check the box at the very top of the table to clear the check marks for all of the questions. Review the questions list and check the boxes for one or more questions that you want to remove.
Scroll to the bottom and click the Submit button. Click the Cancel link to leave the question set unchanged.
To add a comment, scroll to the bottom of the page, click the Comments tab, type in a comment, and click the Post button. Uncheck the boxes to indicate how you want to notify the users in the list.
Export an assessment definition
Use the links on the right side of the page to export the assessment definition to PDF, XLS, or CSV format.
Delete an assessment definition
To delete a definition, click the Delete link on the right side of the page. In the popup alert window, click OK to acknowledge that deletion is unrecoverable and that the deletion includes all assessments and information related to the definition.
Create a new assessment definition
In the Assessments module, you can choose an existing definition, but you may find the need to create a new definition. Follow these steps to create a new definition. At the top of any page, click Assessments. Click the Create new definition link to ...
Manage an assessment
Switch between Locations and Definitions views At the top of the Assessment page, click on the Locations button to view assessments according to location. Click the Definitions button to view assessments that correspond to each definition. Export an ...
When answering questions on an assessment, the assignee will begin with the first question and proceed through the other questions. For each question, choose an Answer from a drop-down or multiple choice list. Optionally, add Notes, Attachments, and ...
Create an Audit Definition
In the Audit feature, you can manage government regulations with pre-packaged and customizable audit definitions. The workflow is simple: create an audit definition, assign the audit, and complete the audit (using the mobile app, if applicable). ...
Start an assessment
After the assessment has been set up, the assignee can start the assessment. Follow the steps below: Go to the Assessments module and locate the assessment. Click the small drop-down arrow and then click the Start item in the menu. On the next page, ...