How to use the Completed Assessments page

All of your completed assessments and generated reports are displayed on the Completed Assessments page.

1. Click Completed Assessments in the left menu.

   A table of your completed assessments appears.

2. To search for the assessments completed for a specific client, enter the client’s name in the search field at the top of the page.
3. To determine who completed a specific assessment, look at the name in the RATER column.
4. To generate a report, click Generate Report in the ACTION column and then continue through the guided steps.
5. If a report has been generated for a specific assessment, you can access this report by clicking View Report in the ACTION column. A PDF of the report will then be downloaded to your computer.

To delete an assessment

1. Click Completed Assessments in the left menu.

   A table of your completed assessments appears.

2. Select the checkbox to the left of the assessments you want to delete, and then click Delete.

   A message appears asking you to confirm the deletion.

3. Click Delete. The assessment is removed from the table and moved to the Deleted Items page.

Note: After an assessment is deleted, it remains on the Deleted Items page for seven days before being permanently deleted. To recover a deleted assessment before its deletion becomes permanent, click Deleted Items in the left menu, select the assessments you want to recover, and then click Recover.