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How-To

Assessments Tab

The Assessments tab shows every 'In-Progress', 'Submitted' and 'Approved' assessment you have permission to view.

Get to the Assessments Tab

  1. Open the app,
  2. Press the Assessments tab (bottom, centre).

Assessments Tab

Turn Feature On

Contact your RiskBase administrator if you can't see the assessments tab within the app.

To use this feature a user requires the Assessment QC feature.

Find out more about setting a user's features.

Ready For QC

Once submitted, assessments are ready for QC and Approval.

Show Submitted Assessments

  1. Open the app,
  2. Press the Assessments tab (bottom, centre),
  3. Press Statuses: All and select Submitted to show assessments ready for QC.

Assessments Tab

Quality Control

Viewing and approving assessments in the app is the first step towards our feature-packed, collaborative quality assurance workflow.

Currently, the findings in QC are read-only, and for changes to be made, assessments must be Unsubmitted and returned to In-Progress.

Our next release will enable a validator to edit findings, add comments and notes throughout an assessment, and return to the assessor to primp and polish.

Review An Assessment

  1. Find the assessment you wish to QA and Approve, see Ready-for-QA,
  2. Press on the assessment,
  3. Navigate through the assessment by pressing on elements; field info, questions, actions, controls, repeatables to review the findings.

Unsubmit Assessment

If the quality of the assessment is not adequate or corrections need be made, return the assessment to 'In-Proges's and have the assessor make the changes.

  1. Inside the assessment, go to the Overview,
  2. Press Unsubmit Assessment,
  3. You must provide a reason. Use the 'Reason' field to provide feedback for the assessor. If required, the Reason field can accept extensive notes. You can type into the field or paste text from a separate document.
  4. By default, the assessor will receive an email notification to say the assessment has been unsubmitted. The email will include your Reason comments. You can choose not to send the email by unchecking the box: Notify Assessor.
  5. Press Unsubmit.

Approve Assessments

Approve Assessment

Once an assessment has passed QC, it's ready to be approved.

Approve An Assessment

  1. Inside the assessment, go to the Overview,
  2. Press Approve,

Before approving, you can:

  • Change the 'Action Timescale Date',
  • Choose to 'Update Reviewed Actions' Timescales',
  • Provide an 'Optional Note' that will be displayed in the assessment history.
  1. Press Approve.

Approve Assessments

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