By L8MS Team · Updated 5 Nov 2026
Every assessment has a status that shows how far through it is. You set it from the Status drop-down on the assessment overview page, or in bulk from the Assessments list.
The statuses
- Not started — created but no work done.
- Work In Progress — being worked on.
- Mobile — sent to the L8MS mobile app for on-site data collection.
- Completed — the assessor has finished. The Completed Date is filled in.
- Authorised — checked and signed off. L8MS records who checked it and fills in the Checked Date.
- Transferred — issued / handed over.
Why the order mattersCompleting and authorising stamp the dates and the checker’s name used in the report. Keep the status accurate so they are right. If a date needs correcting, edit it under Reference & Key Dates on the overview page.
Can’t move to Mobile?An assessment can’t go to Mobile while any of its surveys is on an old version — the answers and recommendations wouldn’t be available in the app. The message lists them; upgrade them on the Surveys page first.
Suggested review date
Set it on the overview page: click Edit on the Review card and fill in Suggested Review Date.
The LCA service standard expects a review date, so a missing one shows as an alert on the assessment.
Assessments with a review date coming up appear in Upcoming Reviews on the home dashboard, where you track whether each has been quoted or booked.