Start an assessment

From the upcoming assessments list, find the site. Use search, or filter and sort.

Choose Start for a new assessment, or Continue if one is already in progress.

Assessment elements

When a new assessment is launched, a pop-up window is displayed with a list of element types for the selected site.

The assessment setup dialog shows the selected site, the Assessment Type, an optional Approver, and the number of selected elements. The table lists each element type with previous assessed assets, available assets, and a Select checkbox.

If the user is completing a full assessment, select Save to continue to the element selection screen. Select Cancel or Close to leave without saving.

To remove an element from the assessment, clear its checkbox in the Select column before selecting Save. Select all can be used to select every listed element.