Assessment status and review dates

Every assessment has a status that shows how far through it is. You set it from the Status drop-down on the assessment overview page, or in bulk from the Assessments list.

The statuses

  • Not started — created but no work done.
  • Work In Progress — being worked on.
  • Mobile — checked out for on-site data collection.
  • Completed — the assessor has finished.
  • Checked / Authorised — reviewed and signed off. L8MS records the name of the person who checked and authorised it.
  • Transferred — issued / handed over.
Why the order matters

Moving an assessment to a checked status stamps it with the checker’s name for the report. Keep the status accurate so those names are right.

Suggested review date

  1. Set it on the Review Date card on the overview page (Edit).

  2. The LCA service standard expects a review date, so a missing one shows as an alert on the assessment.

  3. Assessments with a review date coming up appear in Upcoming Reviews on the home dashboard, where you track whether each has been quoted or booked.