---
title: Conducting a Self Assessment
description: Conducting a Self Assessment is easy within the Community Portal
---

[Skip to content](https://support.salutesafety.com/knowledge/conduct-a-self-assessment#main-content)

English

Show submenu for translations

[Create a Support Ticket](https://support.salutesafety.com/knowledge/kb-tickets/new) [Customer portal](https://support.salutesafety.com/tickets-view)

![image.webp\]](https://support.salutesafety.com/hs-fs/hubfs/image.webp?height=40&name=image.webp)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Create a Support Ticket](https://support.salutesafety.com/knowledge/kb-tickets/new)
- [Customer portal](https://support.salutesafety.com/tickets-view)
- [Go to platform](https://ehs.salutesafety.com/users/sign_in)

[Go to platform](https://ehs.salutesafety.com/users/sign_in)

 Welcome to Support@Salute

- There are no suggestions because the search field is empty.

1. [Support@Salute](https://support.salutesafety.com/knowledge)
2. [User Guides](https://support.salutesafety.com/knowledge/user-guides)
3. [Community Portal](https://support.salutesafety.com/knowledge/user-guides#community-portal)

# Conducting a Self Assessment

## Conducting a Self Assessment is easy within the Community Portal

#### **Accessing Assessments**

1. Log into the Community Portal
2. In the toolbar on the left hand side, locate "Assessments" and select![Screenshot 2023-03-07 at 11.03.08 AM](https://support.salutesafety.com/hs-fs/hubfs/Screenshot%202023-03-07%20at%2011.03.08%20AM.png?width=270&height=264&name=Screenshot%202023-03-07%20at%2011.03.08%20AM.png)
3. From the Assessments Landing Page, locate and select "Create New Assessment" in the top right corner![Screenshot 2023-03-07 at 11.03.57 AM](https://support.salutesafety.com/hs-fs/hubfs/Screenshot%202023-03-07%20at%2011.03.57%20AM.png?width=688&height=53&name=Screenshot%202023-03-07%20at%2011.03.57%20AM.png)
4. Fill out the Assessment Overview fields 
     1. Select the User Group\*
     2. Select the Assessment Date\*
     3. Select the Responsible Person\*
     4. Select the Also Notified People
     5. Select the Assessment Type\* 
            1. Above listed fields marked with an asterisk are required to complete the Assessment![Screenshot 2023-03-07 at 11.00.15 AM](https://support.salutesafety.com/hs-fs/hubfs/Screenshot%202023-03-07%20at%2011.00.15%20AM.png?width=688&height=439&name=Screenshot%202023-03-07%20at%2011.00.15%20AM.png)
5. Fill out the Assessment Object fields 
     1. Select the Object Type\*
     2. Select the Object\*
     3. Fill out the object details  
            1. Note: above listed fields marked with an asterisk are required to complete the Assessment
            2. Note: the Assessment Object should be related to what the Assessment is pertaining to![Screenshot 2023-03-07 at 11.00.22 AM](https://support.salutesafety.com/hs-fs/hubfs/Screenshot%202023-03-07%20at%2011.00.22%20AM.png?width=688&height=224&name=Screenshot%202023-03-07%20at%2011.00.22%20AM.png)
6. Fill Out the Checklist 
     1. Note: With nested questions, not all questions will appear when first. As questions are answered, questions will appear and/or disappear
        
        <iframe height="480" src="https://drive.google.com/file/d/1tXnee5nzcXTsb9AnFlGKg_av7d3ys6DR/preview" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="640" data-mce-src="https://drive.google.com/file/d/1tXnee5nzcXTsb9AnFlGKg_av7d3ys6DR/preview" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" data-mce-fragment="1"></iframe>
7. Upon completion, locate and select "Finalize" in the top right corner 
     1. If the Assessment is not completed, locate and select "Save" in the top right corner  
        ![Screenshot 2023-03-07 at 11.02.06 AM](https://support.salutesafety.com/hs-fs/hubfs/Screenshot%202023-03-07%20at%2011.02.06%20AM.png?width=338&height=128&name=Screenshot%202023-03-07%20at%2011.02.06%20AM.png)
8. The Assessment has been finalized![Screenshot 2023-03-07 at 11.02.22 AM](https://support.salutesafety.com/hs-fs/hubfs/Screenshot%202023-03-07%20at%2011.02.22%20AM.png?width=688&height=60&name=Screenshot%202023-03-07%20at%2011.02.22%20AM.png)

 

- [Salute Operating Status (Production)](https://support.salutesafety.com/knowledge/salute-operating-status-production)
- [Salute Operating Status (Staging)](https://support.salutesafety.com/knowledge/salute-operating-status-staging)
- [User Guides](https://support.salutesafety.com/knowledge/user-guides#main-content)

    - [Across Salute](https://support.salutesafety.com/knowledge/user-guides#across-salute)
    - [Inventory](https://support.salutesafety.com/knowledge/user-guides#inventory)
    - [Programs](https://support.salutesafety.com/knowledge/user-guides#programs)
    - [Assessments](https://support.salutesafety.com/knowledge/user-guides#assessments)
    - [Events](https://support.salutesafety.com/knowledge/user-guides#events)
    - [Management](https://support.salutesafety.com/knowledge/user-guides#management)
    - [Community Portal](https://support.salutesafety.com/knowledge/user-guides#community-portal)
    - [Learning Management System (LMS)](https://support.salutesafety.com/knowledge/user-guides#learning-management-system-lms)
    - [Mobile App](https://support.salutesafety.com/knowledge/user-guides#mobile-app)
- [Release Notes](https://support.salutesafety.com/knowledge/release-notes#main-content)

    - [Most Recent Release](https://support.salutesafety.com/knowledge/release-notes#most-recent-release)
    - [2026](https://support.salutesafety.com/knowledge/release-notes#2026)
    - [2025](https://support.salutesafety.com/knowledge/release-notes#2025)
    - [2024](https://support.salutesafety.com/knowledge/release-notes#2024)
    - [2023](https://support.salutesafety.com/knowledge/release-notes#2023)
    - [2022](https://support.salutesafety.com/knowledge/release-notes#2022)
    - [2021](https://support.salutesafety.com/knowledge/release-notes#2021)
    - [2020](https://support.salutesafety.com/knowledge/release-notes#2020)
- [Policies and Procedures](https://support.salutesafety.com/knowledge/policies-and-procedures#main-content)

    - [Internal Policies](https://support.salutesafety.com/knowledge/policies-and-procedures#internal-policies)
    - [Public Policies](https://support.salutesafety.com/knowledge/policies-and-procedures#public-policies)
- [Onboarding and Implementation](https://support.salutesafety.com/knowledge/onboarding-and-implementation)

[![Chill listening crop-3](https://support.salutesafety.com/hs-fs/hubfs/Salute_CMYK_PNG.png?width=81&height=24&name=Salute_CMYK_PNG.png "Chill listening crop-3")](https://www.salutesafety.com/)

www.salutesafety.com

<https://www.linkedin.com/company/salute-llc> <https://www.youtube.com/@salutesafety323>

Copyright © 2026, Salute Safety