The Client dashboard is used to manage the client information. A client can be associated with an assessment from the assessment screen's "prepared for" field.
The business name field can be used for the name of a business, facility, location, or department. The note field can be used for additional information and information tags can be used such as licence:MP2207-21, operation type:manufacturing, region:central. This not only provides additional information but also support filtering.
When scheduling or starting an assessment a client can be selected and the client information will appear on the report.
Click the "+ Client" button to add new client information.
Enter a search term to locate specific client information. This will search for data in all of the client fields.
Click clear to clear the filter options.
Click Edit to update client information.
Click Delete to remove a client.