Conducting a TAR Assessment
Bulk Updating Factors
Bulk Updating Factors The Bulk Update feature allows users to update multiple Factors within a category at the same time. Bulk Updates can be used to apply a Status, Follow Up Flag, and/or Comment to one or more selected Factors. Select Factor for ...
Using Follow-Up Flags
Using Follow Up Flags Follow Up Flags can be used to identify factors that require additional review or action. Follow Up Flags can be applied from either the Assessment Factor List or Facilitation Mode. Add a Follow Up Flag from the Assessment ...
Create Findings
Create Findings Findings can be created in three different ways within an assessment. Create a Finding from the Findings Page Navigate to the Findings page Click Create Finding Enter the finding details Click Save Create a Finding from the Assessment ...
Assessment Categories and Scores
Assessment Categories and Scores The Assessment tab displays all assessment categories for the selected Event, along with scoring and readiness information. Assessment Categories Assessments can be filtered using the Show Categories drop-down menu: ...
Assessment Session Details
Assessment Session Details The Session Details tab contains information about the assessment, including: Assessment Name, Type of Assessment and Months Out Value - Displayed in a banner at the top of the assessment. The banner remains visible ...
Managing Assessors
Managing Assessors Assessors are the individuals who contribute to the completion of the turnaround readiness assessment. Adding assessors creates a record of who contributed to the assessment and allows for findings to be tracked to specific ...
Managing Findings
Findings The Findings page allows users to create, manage, filter, and export findings associated with an assessment. Navigate to Findings To view findings within an assessment: From the Events Dashboard, select the name of the Event containing the ...