The image below shows the parts of the Assessment dashboard that are used to manage your assessment, procedure, or training applications*. Each numbered section is described below. Use the table of contents above to jump to each section.
* The term assessment is used to refer to all types of GapCross applications.
Click the + Assessment button to start or schedule a new assessment. Enter a name for the assessment and use the program drop-down to select the assessment program to use. Then click Start or optionally check Schedule to select a future date and time for the assessment to be conducted.
Tip: Using a meaningful name for the new assessment such as the name of the company, facility, department, location, or product being assessed. Recurring assessments names can use the year and quarter such as 2021 Q4. HAving a standard naming scheme help you manage and sort your assessments and assessment records.
An "assessment program" is like a form that has not been filled out. When you create a new assessment a document is created based on the assessment program selected. Programs can be acquired in three ways:
The assessment filters show or hide assessments by selecting one or more criteria as follows:
When a filter is set, the Clear button will appear to clear the filter. If you think some of your assessment are missing check to see if a filter needs to be cleared.
Click on a column header to sort or reverse the sort order.
Click on an assessment to display the assessment detail information and the actions menu.
There is an icon for records you have shared, and records that someone else shared with you.
The shared with others icon
The shared with you icon
Click the Open action button or the drop-down menu icon to initiate actions. The following table shows which menu options apply to each status category.
|* Available with the Pro plan. Call for more infomation|
Note: Some shared assessments actions are only be available to the assessment owner.
Open. Open the assessment or procedure document.
Labels. Add labels to use for filtering the assessments. Examples: demo, 2020 Q1, Engr. Dept. Labels act like folders. Tag several assessments with a label and then use the filter to see just those assessments.
Rename. Changes the name of the assessment.
Collaborate. Shares an assessment with another user. There are three shared access modes:
Report. Produces an on-screen report of the assessment that can be interactively manipulated and exported as a PDF file. THe PDF will open in a new tab and then it can be downloaded and saved locally.
Record. Permanently secures a completed assessment as a permanent record. These "records" appear on the Records dashboard rather than the Assessment dashboard. All questions must be answered, all shares must be revoked, and all to-do items checked off to save the assessment as a permanent record.
Delete. Changes the status to "trash." Use the "trash" filter checkbox to see items in the trash.
Restore. Restores a deleted assessment to its previous status.