Submission and Approval

Submission and Approval

Once an assessment has been completed (I.e., all checklists and questions answered) it is ready to be submitted.

Submitting an assessment signifies that it has been completed, and it is ready for approval.

Approving an assessment means that no further changes can be made to it, and a final, fixed pdf is produced - to be distributed to clients, for example.

Assessments can be unapproved and unsubmitted if further changes are required, and these changes in status will be logged in the assessment history.

Submitting an assessment:

1. Click the blue Submit Assessment button.

This is found on the left hand side of the screen underneath the assessment type:

1. Press sync

The small green disc at the bottom right of the screen. This updates the status.

When the assessment is reopened - in place of Submit Assessment, there will now be the option to Unsubmit Assessment and Approve Assessment.

Submitting an assessment means no further edits can be made, and it is ready to be approved.

If an assessor spots a mistake after submission, simply click Unsubmit Assessment. The assessment will return to being In Progress, and changes can now be made.

Approving an assessment:

1. Click Approve Assessment.

Left hand side of the screen underneath the assessment type.

This will provide the option to enter an Action Timescale Date. This refers to the date by which all actions raised in the assessment must be completed by.

There is also the option for any previous actions that were reviewed in the assessment to either keep their existing timescale dates from when they were first raised, or to change this so that they now have the timescale dates chosen for actions in the current assessment.

Any additional information can be written in Optional Note. This text will be displayed in the assessment’s history.

1. Click sync.

Now it has been approved, both the Approved and Live PDF reports can be previewed or downloaded in the overview page.

Unapproving an assessment:

1. Click Unapprove Assessment.

Left hand side of the screen underneath the assessment type.

1. Give a reason for unapproving the assessment.

This is displayed in the assessment’s history.

1. Click Unapprove.