Create Assessment

In order to create an assessment, select the “Create” widget at the top of the Work Assessment Panel. 

A wizard will enable users to select a Work Territory upon which to create an assessment. Search for a Work Territory and select it in the list. Hit Next. 

A pop up window will enable users to select specific attributes about the new assessment. Click create once complete.

The new Assessment will show up in the list view of Assessments. The “Assessment ID” will be auto-generated based on the attributes of the Assessment. Overdue assessments are highlighted in red. Assessments due within two weeks are highlighted in yellow.