On the Assessments page, manage opening assessments and associated details. Once created, the data can be included in Reports generated from the Plan Builder.
The Assessments page is located under the Opening - Administration - Assessments button.
Assessments may be added individually or as a group if any have been identified as a default in the master list.
Add the Default List of Assessments
- Click Add Default List
Assessments identified as Default in the Master List will be added.
Note: An assessment can be assigned as a default here: Master List - Assessments.
When Data is in the Grid
If Add Default List is clicked when data is in the grid:
- Click OK to delete the current list and replace it with the defaults from the Assessments Master List
or - Click Cancel to leave the list intact
Add an Assessment
- Click +Add
- Click in the Assessment Type data entry field to display a list of Assessments
- Select an item from the list (required)
- Select the Status from the system generated pick list (optional)
- Enter a Date (optional)
- Select a Person that the Assessment was completed by (optional)
- Click in the Statement field to enter a statement (optional)
- Click Notes to add Other Notes (optional)
- Click Submit
If a desired Assessment is not available in the pick list, it can be added here: Master List - Assessments.
If a desired Contact is not available in the Assessment By pick list, it can be added here: Configuration - Data Entry Tools - Contacts.
When Assessments are added, Phoenix Connect will load the Assessment Type and associated Statement.
Note: An Assessment can be added more than once.
Edit an Assessment
Data can be edited in the data entry grid
- Click in a field
- Enter/change content
- Click Submit
Statement/Other Notes field
- Click in a field
- Edit the content
- Type/Delete data in the field
or, - Select the Master Comment button to append or replace content.
- Type/Delete data in the field
- Click OK
- Click Submit to save
Document Icon
Store documents associated with an Assessment. Click the blue Document icon for a record in the grid.
For details on managing Documents, see this article: Documents.
Delete an Assessment
- Click the Trashbin icon for a record in the grid
- Click OK
- Click Submit to save
Report
Click Report to download the currently displayed list to an Excel file.
Note: To view and/or output Assessments for multiple Openings use the Reporting - All Assessments page.