Adding an assessment

Core TSIs : Assessments & Observations : Working with... : Adding an assessment

Make sure that relevant Topics and Assessment definitions are configured. If you want to apply scoring to your topics, also make sure that a scoring method has been configured in the Topics TSI (basic or matrix).

Procedure

1. In Assessments, select the relevant assessment definition.

2. Drill down to the Assessments selection level, if required via selected records on the Properties, Filters and Topics selection levels.

3. On the action panel click Add [type of assessment].

There are various types of assessments you can add: General assessments, Asset assessments, Space assessments and Property assessments.

4. On the data panel, enter the relevant data. See Assessment fields for the field descriptions.

5. Click Save.

You can now proceed with carrying out the actual assessment by:

◦ filling in the results on applicable forms such as a questionnaire, other types of assessment forms / documents / apps

◦ adding observations to the assessment on the Results selection level

◦ adding / processing the scores made during the assessment on the Results selection level

Assessments (all types) can be added in the Assessments TSI, but you can also view specific types of assessment in related TSIs:
• property assessments in the Property details TSI,
• asset assessments in the Assets TSI. The corresponding selection steps must be added to the appropriate selection levels in these TSIs: Property details and Asset details.