Documentation | User Guide

Documentation | User Guide

Approve an assessment

This part of the guide explains how to approve an assessment.

This functionality is only available for a reassessment case.

Step 1 - Go to the page List of Assessments

  1. Go to the Assessment module;
  2. Choose the Assessments menu. This action opens the List of Assessments page (502:1001);

Step 2 - Approve an assessment

  1. Go to the Selection Criteria section;
  2. Fill out the required fields (identified by a red asterisk *). For example, Entry Date.
  3. Click the Refresh button. This action refreshes the page and displays the list of assessments in the lower section;
  4. Find the assessment you want to approve;
  5. Click the hyperlink of the Assessment No. subject of the request. This action opens the Assessment page (502:2005);
  6. Click the Approve button. This action approves the assessment, changes the status of the reassessment and updates the Assessment (502:2005) and List of Assessments (502:1001) pages.