Manage Findings

Manage Findings

The Findings page allows users to create, manage, filter, and export findings associated with an assessment. 

To view findings within an assessment:

  1. From the Events Dashboard, select the name of the Event containing the relevant assessment
  2. Locate the assessment and click Prepare to open the assessment
  3. Navigate to the Findings page

Findings Page

The Findings table includes the following information:
  1. Description - Description of the finding
  2. Factor - Associated assessment Factor
  3. Include In Summary Toggle - Determines whether the finding is included in the Close-Out Presentation
  4. Assigned To - User responsible for the finding 
  5. Due Date - Expected resolution date 
  6. Completion Date - Date the finding was resolved
  7. Date Created - Date the finding was created
  8. Status - Open or Closed
  9. Type - Observation, Recommendation or Action

Create Findings

For information on creating findings, refer to the Create Findings article. 

Edit a Finding 

To edit a finding:
  1. Select the Finding to be edited
  2. Update the necessary details
  3. Click Save



Delete a Finding 

To delete a finding:
  1. Locate the finding to be deleted
  2. Select the delete icon beside the finding


Export a Finding

The list of findings can be exported in .CSV file format to be used in other project management or reporting tools. 

      1. Select Export Findings
      2. Select which findings to export - All, Open or Closed
      3. Select Export



Filter Findings 

Findings can be filtered on the Findings Page by: 
  1. Category 
  2. Type - Observation, Recommendation or Action
  3. Status - Open or Closed

Export Close-Out Presentation 

The Export Close-Out Presentation exports a .PPTX file containing assessment summary information including:
  1. Assessment Scope 
  2. Assessment Team 
  3. Readiness Curve 
  4. Assessment Score by Category 
  5. Key Findings 


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