Sending the assessments

To send an assessment we need to go to the Main Menu -> Assessments page. 

In this view we can see all of the assessments sent, as well as their progress, score (if it was already submitted), status (Draft, Sent for completion, Opened, Submitted, Under review, Sent for clarification, Rejected, Approved, Cancelled), Primary Completer, Primary Assessor, Date Issued, Last Answered and Renewal Date.

This view can also be filtered by Assessment Name (search box), Assessment Category (drop down from choice of assessments available), Organisation (drop down from the Organisations that are already created), Assessment status and Completer/Assessor, which might be useful to look up particular Organisation or group of assessments. 

The same as with the other sections, you can also include in the view the assessments that were archived and assessments that need renewals only.

Open

To send out a single assessment you have to go to ‘Create Assessment’ in the Assessments Menu, choose the Assessment Category and Organisation and click on ‘Add details’.

Open

The only mandatory fields are Assessment Name and Completer; however, you can add Additional Completers and Assessors, Submission Target Date, Decision Target Date, and Renewal Date. There is also the Internal Note and External Note section, Internal Note being visible only for Managers, External Note will be visible to the Managers as well as Completers. 

If you will try to add as a completer/assessor the contact that is not connected to the organisation then you will see additional pop up to double-check if this is desired action.

‘Create & Send’ button will create and send out the assessment and send out an email notification about the assessment to the completer. You also have an option to save the assessment as a draft once you click on ‘Save Draft’.

In the assessment view, you can also send reminder emails and mark the assessment as archived (under ‘Actions’ on the left side).

• ‘Send reminder emails’ in case that you have sent the assessment to the Completer a while ago, but they still have not opened the assessment.

• ‘Mark Assessment as Archived’ in case you would like to archive the chosen assessment (it will be only visible under the Assessment tab if the ‘show archived’ option is chosen.