Follow these steps to take an assessment in PlexTrac.
PlexTrac makes it easy to take assessment questionnaires. More importantly, PlexTrac makes it easy to track findings from questionnaires and take appropriate actions to remediate them. You can now also export your assessments.
Step 1: Navigate to the "Assessments" view and click "Manage Questionnaires"
Step 2: Click the "Begin Assessment" icon associated with the assessment you wish to take:
Step 3: Select the Client for which to take the assessment
Step 4: (Optional) Save and Return to Edit Later
To save your progress on an assessment without submitting, select the "Save" button
Once saved is complete, you can navigate away from the page using the main menu on the left of the screen. To return to a Saved Assessment, navigate to the Assessments module and select "In Progress Assessments"
Select the Client that is associated with your in-progress assessment from the drop-down list:
Choose the "Edit" icon associated with the in-progress assessment you wish to edit:
Step 5: Submit the Completed Assessment
To submit your completed assessment, open the assessment (if saved) and click on the "Submit" button. A report will be generated with your responses; each question will generate a finding in that report.
Step 6: Restarting a submitted Questionnaire
You can return to a submitted questionnaire in the "In Progress / Completed" page and click the blue "Preview"
Then click Being New Assessment and confirm that you wish to create a copy of the assessment with all questions and answers. After you can make any necessary edits and submit.
NOTE: This will create a new report for the same client; the previously created report will NOT be overwritten.