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Finding and Editing Assessments

Written by Beth

To find an assessment, first we need to visit the assessments area of the system. We can do this by simply clicking the Assessments option in the menu down the left hand side of your screen. 

When you are in the assessments area of the system, you can begin searching for the assessment you need. You can also use one of the main assessment filters by clicking the status option, and then selecting one of the options that appear:

  • In date - The assessments table will filter out assessmments to only show those assessments that are in date.

  • Overdue – The assessments table will be filtered to only show assessments that have reached their set review date, and have not yet been reviewed and re-published

  • Unpublished - The assessments table will be filtered to only show assessments that have not yet been published

  • Due in 30 Days – The assessments table will be filtered to only show assessments that are due for re-publishing within the next 30 days

  • Updated SDS - This will filter out the assessments where the SDS has been updated since the assessment was previously published

Our Advice: You can also click on one of the coloured legend entries below the bar chart in the Assessments board to get to the assessments area of the system. For example, clicking the Overdue option in the Assessments menu (as outlined above) will display the same table of assessments as clicking the red Overdue legend option below the Assessments bar chart on the Dashboard.

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