Conducting a TAR Assessment
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 Factors for Bulk Update Navigate to ...
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 Factor List Navigate to the ...
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 Table Navigate ...
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 throughout the assessment ...
Manage 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 relevant ...