Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

How to Perform a Self-Assessment

When a client is ready for self-assessment, follow these steps

  • Open the client in question.

  • Click on the "Assessments" tab.

  • Click the dark blue plus icon in the upper right corner to perform a self-assessment.

You will then have the option to choose which self-assessment you wish to perform. If you haven't created your own, you will see two options – "Current Template" and "Default Template." These two are identical, so it doesn't matter which one you choose.

However, if you have edited the standard template or created your own, you will be able to select those instead.