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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.

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.

Option A: From the Assessments Home Page

Step 1: Click the Start New Assessment tab from the Assessments default home page.

Step 2: Select the client the assessment applies to from the pulldown menu, then select the questionnaire. Click Next.

Step 3: A new page appears, presenting the assessment for modification.

Option B: From a Questionnaire

Step 1: Click the Questionnaire templates tab from the Assessments default home page.

Step 2: Click Begin Assessment under the "Actions" column for the desired questionnaire.

Step 3: Select the associated client/project value from the pulldown menu and click Begin Assessment.

Step 4: 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.

An assessment can be completed by clicking Edit under the "Actions" column.