The Assessment Module includes filters and tags to outline the status of an Assessment:
Upcoming: Assessment has not yet been assigned to all disciplines
In Progress: Assessment has been assigned to all disciplines
Complete: Assessment has been marked complete
There are two options to prepare for assessment due dates and to schedule assessment with IDT disciplines.
Viewing Due Dates in Assessments Dashboard
- Click on Assessments from the main menu
- Click on Filters
- Select the Assessment Type from the drop-down menu
- Check Upcoming
- Check In Progress
- Select the Due Dates
- Click on Apply Filters
Viewing Due Dates in Reports
- Click on Reports from the main menu
- Click on Standard Reports
- Click on Assessments (The Standard Reports will default to Assessments)
- Click on Filters
- Scroll down and select Assessment Type
- Select Upcoming and In Progress from the Status dropdown menu
- Select the date range from the Due Date dropdown menu
- Click on Export (.csv)
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