Documentation | User Guide

Documentation | User Guide

Create a reassessment

This part of the guide explains how to create a reassessment.

The creation of the reassemment is only possible when the assessment has been calculated and printed. The Create Reassessment button then appears.

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 - Create a reassessment

  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. Go to the Calculation Status column;
  5. Select the Up-To-date option. This action displays all the assesments with this status;
  6. Find the assessment for which you want to create a reassessment;
  7. Click the hyperlink of the Assessment No. subject of the request. This action opens the Assessment page (502:2005);
  8. Click on the Create Reassessment button. This action opens the pop-up window Capture Reassessment;
  9. Go to the Batch section;
  10. Enter a Batch No.;
  11. Go to the Resulting Assessment section;
  12. Complete the required fields (identified with a red star). For example, Reassessment Date, etc.;
  13. Click the Capture button. This action confirms the creation of the reassessment, assigns an reassessment number and updates the List of Assessments page (502:1001).