Assessment Dashboard

The image below shows the parts of the Assessment dashboard that is used to manage the assessments and the other types of applications. Each numbered section is described below. Use the table of contents above to jump to each section.

1 Start and Information Link

The Start button is used to start or schedule a new assessment that is based on an assessment program.

The "?" icon can be found on most screens and brings up the related tutorial file.

Programs can be acquired in three ways:

  • from the marketplace
  • a custom program developed for an enterprise
  • self-created using the authoring tools available from the marketplace

The Create an Assessment dialog contains:

  • a field to enter a name for the new assessment.
  • a drop-down to pick the program to use.
  • the "Schedule" option to select a date and/or time in the future.
  • the "Prepare For" option to select the client, department, facility, or entity that the assessment applies to. Note: this requires the client module and adding client information using the Client Dashboard.
  • The Start or Schedule button that remains disabled until the required information is provided.
Tip: It is helpful to use filenames that allow for sorting and filtering by names such as "ACME Inc 2021 Q2". Then the assessments will sort in name and date order.



2 Assessment Filter

Click on the ">" to expand the filter option. To locate assessments among a large list either enter a word that is in the name, a date range, kind (shared, not shared) a label, a client, or a combination of these.

The "any" and "all" options below the label filter specifies whether all or just one of the labels entered must match.

The filter can be collapsed by clicking the expand/collapse button again.

NOTE: If several assessments are suddenly missing, check and clear/reset the filter by clicking on the filter icon to the right of the assessment status filters.



3 Assessment Status Filter

These filters show or hide assessments by selecting one or more status values.


4 Sortable Header

Click on a column header to sort or reverse the sort order.


5 Assessment Details

The ">" icon is used expand or collapse the assessment details. An example of the details is shown here.



6 Assessment Menu Options

Click the menu icon to initiate actions for an assessment. The following table shows which menu options apply to each status category.

  heduled started completed trash
start X
modify X X
reset X X *
labels X X X
rename X X X
report X X
record X
delete X X X
restore X

Start. Starts the assessment.

Modify. Similar to start, this will continue or modify an assessment.

Reset. Removes all answers, observations, flags, and to-do items. The attached images and documents remain.

Note: The reset option also has an option to reset the scheduled date. This is typically used for "scheduled" assessments that have not been started yet.
Warning DO NOT use reset to reschedule a started assessment unless you want to remove all of the answers and other information.
* To reset a completed assessment select "modify", reset one question to change the status to "started", then use the menu to reset the entire assessment.

Labels. Add labels to use for filtering the assessments. Examples: demo, 2020 Q1, Engr. Dept.

Rename. Changes the name of the assessment.

Report. Produces an on-screen report of the assessment that can be interactively manipulated and printed to a PDF file.

Record. Permanently secures a completed assessment as a permanent record. These "records" appear on the Records dashboard rather than the Assessment dashboard. All to-do items must be checked off to change a completed assessment to 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.