How to open an existing assessment

Open in the menu lists every assessment you can see. The cards at the top count them by state (Total, Work in progress, Completed, Mobile).

Find an assessment

  1. Type in Quick search to search company, client, site, assessor and status together.

  2. Or filter one column at a time — click into a column’s filter box, type, and press Tab or Enter. Clear filters resets them.

    The Assessments list with stat cards, quick search and per-column filters
    The Assessments list. — screenshot pending
  3. Click a row to open that assessment. It opens on its overview page.

Change status in bulk

  1. Tick the rows you want (or Select all), then click Change status.

  2. Pick the new status and Apply change. Common statuses: Work In Progress, Completed, Mobile, Authorised, Transferred.

Export and print

Export saves the current list (with your filters applied) to Excel; Print prints it.