Submitting an Assessment

Once an assessment is submitted in PlexTrac, the platform automatically generates a report and directs the user to the Report module readout view, and all questions are turned into findings. This published report contains all the findings from the assessment, making it readily accessible to stakeholders and analyst users. This feature enables quick dissemination of information to relevant parties.

Submitting an Assessment

Step 1: From the Assessments module home page, click the row of the assessment to work on or Edit from the "Actions" menu.

Step 2: Click Submit assessment.

This action cannot be undone. Once submitted, a report will be generated with recorded responses.

Step 3: If all questions have been completed, a message confirming action appears. Click Submit assessment.

A report readout from the Reports tab of the Clients module will be presented, providing assessment details. The answered questions are now findings. Each finding includes the question, description, assigned score, checkbox status, and any accompanying notes and relevant documentation incorporated into the assessment.

If required, users can make edits to the report before exporting it. This feature ensures that the final report accurately reflects any updates or changes made during the assessment process. Users can review and modify the report as necessary, guaranteeing its accuracy and completeness before sharing it with stakeholders.

The assessment is still listed within the Assessment module, now with a "Completed" status.

Assessment Findings Status

Once an assessment is submitted, all questions, including custom fields, are transformed into findings. PlexTrac then assigns a status to each finding, using business rules corresponding to the answer type and values of the question.

More information on answer types and values can be found on the Creating Questions page and under General Settings of the Admin Dashboard.

Findings Status Logic

Below are the guidelines used to determine the value given to a finding status. These rules are followed in sequence until the status is resolved and a value is determined.

To ensure the accuracy of the rules listed in the table, the answer type value must match the value in the table, where applicable. For example, an answer type value of Not Compliant will result in a match and a findings status assigned, while a value of Non Compliant will not.

The same logic is applied to custom fields. If, for example, a custom field answer type is "Yes (Pass) / No (Fail)" and the value is "Yes," the finding status assigned is Closed. If the custom field answer type scenario and value are not found below, the finding status assigned is In Process.

If multiple answer types exist for a question, only the first answer type assigns a status to a finding.

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Last updated 7 months ago