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Once you have logged in, you should see a summary screen listing all of your assessments that you have been assigned to complete:

The “Progress” bar shows the percentage of questions that have been answered, the “Assessment Status” shows the current state of the assessment

By looking at the assessment status you can tell whether you need to take any action relating to the assessment. Initially, your assessment should have the status "Sent for Completion". This means the assessment has been assigned to you, but you have not yet started working on the assessment.

To start answering the assessment questions click on the name of the assessment. You will then be taken to the Assessment Overview:

The Assessment Overview page provides you with an overview of the assessment, on the left side there are assessment sections, each section contains a group of related questions that can be viewed by clicking on the section title and assessment progress bar. Once an assessment has been fully answered, the submission button will be enabled in the “Actions” box in the right-hand column.

To start answering questions, click on the first question section in the left-hand column, in the example screen below the section is labelled “General Details”. You will then see a page similar to this:

The column on the left provides navigation, allowing you to view all of the questions in this section of the questionnaire. The central part of the screen contains the question and options for answering the question. To answer a question, simply enter the information, and click save and continue.

Once a question has been answered, the icon in the navigation column will change to a green tick. This allows you to identify which questions have been completed, and which questions are still to be answered.

You can also delegate a single question to a colleague - in order to find out more about this function please see the guide here.


Help Tip: In cases where an answer may be more complex, or if an answer requires justification, there are options to add attachments and notes to an answer. To add an attachment, click the “Add new attachment” button displayed beneath the answer box. To add a new note, click the “Add new note” button located in the right-hand column. You can then enter the note information and click “Add” to save the note


Help Tip: For questions that you don't understand, or if you are not sure how to answer the question, add a "Comment" explaining your issue. This can be done by adding a note in the "Comment" button located in the right-hand column. You should then enter your best effort attempt to answer the question. Once you have submitted your answers, the assessor will review your note, and provide guidance on how to answer the question. The assessor will then return the assessment so you can update your answers.


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