How to open an existing assessment

Open in the menu lists every assessment you can see. The cards at the top count them by state (Total, Work in progress, Completed, Mobile).

Find an assessment

  1. Type in Quick search to search reference, company, client, site, assessor and status together.

  2. Or filter one column at a time — click into a column’s filter box, type, and press Tab or Enter. Clear filters resets them.

    The Assessments list with stat cards, quick search and per-column filters
    The Assessments list.
  3. Click a row to open that assessment. It opens on its overview page.

The Ref column

If any of your assessments has an Assessment Reference, a Ref column appears with its own filter. Add or change a reference on the assessment’s overview page.

Change status in bulk

  1. Tick the rows you want (or Select all), then click Change status.

  2. Pick the new status and Apply change. Common statuses: Work In Progress, Completed, Mobile, Authorised, Transferred.

Export and print

Export saves the current list (with your filters applied) to Excel; Print prints it.