Record Dashboard

The Records dashboard shows completed assessments that have been saved as a permanent record. Records can be set to active, the default, or archived. Records can be viewed and reports can be created but they cannot be modified. They can be shared or used to create follow-on assessments.

1 Dashboard Tutorial

The "?" icon can be found on most screens and brings up the tutorial related to the dashbord or screen.


2 Record Filters

The record filters show or hide records by selecting one or more criteria as follows:

  • The status of the record such as active or archived;
  • Words or characters in the name of the record;
  • A date range of the record's last modified date;
  • Labels associated with the record;
  • Which client the assessment was for; and
  • The collaboration/sharing status.


3 Clear Filter

Clears the record filters


4 Sortable Header

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


5 Record Details

Click on a record to expand the record's details. An example of the details is shown here.

When a record is selected, an action button and menu icon appear on the right.


Record Detail Example


6 Sharing Icons

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


7 Record Menu Options

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

  active archived
report X X
view X X
share X X
reassess X
labels X X
rename X X
archive X
activate X

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

View. Opens the record in view-only mode. Rather than being presented as a report, the "view" option displays it using the assessment interface.

Share. Shares the record with another user and only allows view and report actions.

Reassess. Schedule or start a new assessment based on the record. Optionally, previous answers, attachments, and observations can be included in the new assessment as shown in the image.
Note: starting an assessment from a record will not use recent changes that may have been applied to the master program.

Labels. Adds labels to use for filtering the records. Labels act like folders. Tag several records with a label and then use the filter to see just those records.

Rename. Renames the record.

Archive. Changes the status to archived.

Activate. Changes the status to active.