Documentation | User Guide

Documentation | User Guide

Process reassessments in batch

This part of the guide explains how to process reassessments in batch.

Make sure the batch type displays Reassessment and the status is Open before proceeding.

Step 1 - Go to the page List of Batches

  1. Go to the Assessment module;
  2. Choose the Functionalities option;
  3. Click the Batches option. This action opens the List of Batches page (502:3005);

Step 2 - Process reassessments in batch

  1. Go to the Search Criteria section;
  2. Fill out the required fields (identified by a red asterisk *). For example, Created Date From;
  3. Click the Refresh button. This action refreshes the page;
  4. Go to the Batch Type column and select the Reassessment option. This action displays a list of reassessments batches;
  5. Find the Batch No. with the Open status to process;
  6. Click on the hyperlink of the Batch No. subject of the request. This action opens the Batch page (502:3004);
  7. Click the Process button. This action confirms the processing of the batch, changes the status to Ready To Assess and displays the Reactivate, Generate and Calculate buttons.