Adding an assessment definition
Define what type of assessment(s) you want to perform and create one or more Assessment definitions. See also: Assessment definitions.
Procedure
1. Go to the Assessments TSI and select the Assessments definitions selection level.
 | If you 'drill down' from the Assessments definitions selection level to Properties, Spaces or Assets, the Planon application applies smart filtering. Each selection step will only show data that is linked to the selected assessment definition(s). However, if a definition has no links to an asset, space or property, the full lists will be shown on these selection steps. |
2. On the action panel, click Add.
3. On the data panel, fill in the fields. See Assessment definition fields for the field descriptions.
4. Click Save.
The definition is added. Proceed with adding Assessments.