Adding "Executive Summary" Information for an assessment
- Evan Thomas
This guide will show how an assessor can populate an executive summary for the assessment, which can also be used in the written report feature.
Written Instructions:
From the Dashboard, navigate to the sidebar dropdown (three white bars) in the top left of the page
From here, select App Navigation, and from this dropdown, and select Assessment Dashboard
This will direct you to the assessment dashboard. From this page, you will see all the assessments that are open, and relevant to you. Find the assessment you would like to add an executive summary for, and select the box logo with text lines within in.
This will direct you to the Assessment Details screen.
From here, you can select the Narrative Tab
Select the edit button, and a modal will pop up to fill out the information for the executive summary/notes section with relevant information to the assessment you have conducted.
Once complete, the assessor will click save and the information will be available to review and use.
This information will not translate and be available in the relevant section of the report generator.
