This guide details how to create individual assessments and assign to an Assessor. Also described below are details of how to delete or cancel them.
Create an Assessment
From the Home page click on Create an Assessment:
Populate the details by selecting the assessment type first:
Select the organisation this assessment is for, then click confirm:
Set the due date, Reference, Assessor, and potential filters, such as "Self-Assessment" or the applicable area of assessment
Then click Create Assessments
Your Assessment will then appear in the Assessments screen:
Deleting or cancelling assessments
Certain users will have the permission to delete audits (e.g. application administrators and certification body administrators).
Navigate to the Assessments page:
Find the appropriate audit. Click the checkbox for it, then click Delete Assessment.
You will need to provide a justification for the deletion of this audit, before it is allowed
You will receive a confirmation message prior to the audit being archived or deleted.
Once past the initial Not Started stage, the deletion of an Assessment is not possible. What is possible, however, is the cancellation of the assessment.
Head to the Assessments page, then select the assessment.
Click the Change Status button, then click Cancelled
Once cancelled, an assessment cannot be amended at any point. Re-opening this assessment will require a valid reason and confirmation from the client that our system is being provided to