Documentation | User Guide

Documentation | User Guide

Process immediate assessments in batch

This part ot the guide explains how to process immediate assessments in batch.

The immediate assessments in batch can only be processed when the status is Open. Once the immediate assessment in batch has been processed, its status changes to Ready To Assess.

Step 1 - Go to the page List of Immediate Assessments Batches

  1. Go to the Assessment module;
  2. Choose the Functionalities option;
  3. Click on the Immediate Assessments menu. This action opens the page List of Immediate Assessment Batches (502:4005);

Step 2 - Process immediate assessments in batch

  1. Go to the Status column;
  2. Select the Open option. This action displays a list of batches with this status;
  3. Find the Batch No. to process;
  4. Click the hyperlink of the Batch No. subject of the request. This action opens the Immediate Assessments Batch page (502:4004);
  5. Click the Process button. This action confirms the processing of the immediate assessments batch, changes the status to Ready To Assess and updates the Immediate Assessments Batch page (502:4004).