Assessments
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 ...
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 ...
Assessment Answers
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 ...
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, ...
Setup and assign assessments
If at least one assessment definition is available, you can locate that definition and then set up and assign the assessment. Filter the assessment list On the right-side of the Assessments page, use the drop-down menus to filter the assessment list ...
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 ...
Overview of Assessments
To create your first assessment definition, your account must have at least one question library. Contact ComplyAssistant if you want to use a system-defined question library. Types of Assessments There are several types of assessments. Internally ...