Targeting allows you to link an assessment to a product (or location). When the user enters that target in QC Mobile, the correct assessment will be available to them without the need to search. The list of targets shown will be based on the target type associated with the assessment when it is created in Assessment Administration. To add a target to an assessment:
Hover over Assessments in the menu and select Assessment Target Administration from the sub menu (it is not possible to target a facility assessment).
Select the Assessment Type and Assessment from the fields at the top of the screen. The assessments shown in this drop-down will be those checked out to you. Therefore, if the assessment you want is not listed, follow the process to ensure it is checked out to you.
Select a target (or targets) from the list under Add Targets.
Click Save.
TARGETING GUIDANCE TO AN ASSESSMENT
You can target specific guidance to a stock code relating to an assessment through Assessment Target Administration. To target guidance to a stock code:
Click the edit icon next to the stock code (pencil); the Edit Target Details option appears underneath the table.
Search for the guidance you need using the search box (this is stored in Guidance Administration, which can be found under the Lookups tab).
Select the relevant guidance.
Click Save.
In the Assessment Target table, there is a Guidance column; your chosen guidance is now visible in the table.
