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
3. From the Assessments Landing Page, locate and select "Create New Assessment" in the top right corner
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
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
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
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
      
8. The Assessment has been finalized