Click Org

Click Assessment

Click Current

Note
​The current assessment is in real time.

Meaning, it will only display the latest version.

Note
​Take snapshots to make sure you don't lose historical data.

At regular intervals and before or after big updates.

NOTE
​You won't regret having a snapshot for reference or recovery.

Click Snapshot

Note
If a snapshot has been taken previously, a quick comparison will be conducted.

Review the changes.

Click Next

Check the Name

TIP: Make it descriptive or use an established naming convention.

Sign Off
​This is required.

Click Agree

Note
​Correct any errors before proceeding.

Note
​This can take a few minutes.

The finished snapshot will be saved in Archived Assessments.