# Starting an Assessment

Users have two options for beginning an assessment. First, they can navigate to the **Questionnaire templates** tab. Second, users can start a new assessment from the **In progress/completed** tab.

{% hint style="info" %}
Assessments can be sent by copying the URL. If the recipients have an account in the PlexTrac instance, they can access the question and provide the necessary answers. This feature enhances collaboration and ensures that assessments progress smoothly, even with remote participants.
{% endhint %}

## Option A: From the Assessments Home Page

\ <mark style="background-color:yellow;">Step 1:</mark> Click the **Start New Assessment** tab from the **Assessments** default home page.

<div align="left"><figure><img src="/files/qAGuLNapcp6LZDi8AtAj" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Select the client the assessment applies to from the pulldown menu, then select the questionnaire. Click **Next**.&#x20;

<div align="left"><figure><img src="/files/VmvYxHGQ2mGcue8rZeeQ" alt="" width="400"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> A new page appears, presenting the assessment for modification.

<div align="left"><figure><img src="/files/oULWeTHNvGB95JS51Xqy" alt="" width="563"><figcaption></figcaption></figure></div>

## Option B: From a Questionnaire

<mark style="background-color:yellow;">Step 1:</mark> Click the **Questionnaire templates** tab from the **Assessments** default home page.

<div align="left"><figure><img src="/files/d0R6L0jA0OKgzblaGUJa" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Click **Begin Assessment** under the "Actions" column for the desired questionnaire.&#x20;

<figure><img src="/files/UlzOhQjzxauxglNPG8po" alt=""><figcaption></figcaption></figure>

<mark style="background-color:yellow;">Step 3:</mark> Select the associated *c*lient/project value from the pulldown menu and click **Begin Assessment**.

<div align="left"><figure><img src="/files/FD0rAQYIthRavt47uQ04" alt="" width="403"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> A new page appears, presenting the assessment for modification.

## Next Steps

If no action is taken after an assessment is created or is not finished, the assessment will receive an "In Progress" status and be accessible from the **In progress/completed** tab.

<div align="left"><figure><img src="/files/5Dj9vHV3a4PNMQyLaf7R" alt="" width="563"><figcaption></figcaption></figure></div>

[An assessment can be completed](/plextrac-documentation/product-documentation/assessments/take-assessment.md) by clicking **Edit** under the "Actions" column.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.plextrac.com/plextrac-documentation/product-documentation/assessments/create-assessment.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.