Closing Out an Assessment

Owned by Evan Thomas, created
Last updated: May 26, 2022
1 min read

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This article will explain how to close out an assessment when the user has completed the interview/inspection to their needs.

Instructions

  1. From the perform assessment experience, once everything has been completed and all assessment data that needs to be collected has been, the assessor will click the arrow in the top left of the page to navigate back to the Assessment Details page.

     

2. Select Complete Assessment in the top right portion of this page

3. This will close out the assessment, and you will now have an assessment summary to view within the Corrective Action Plan and Strategies.

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