The assessment workspace (overview page)

When you open an assessment you land on its overview page. Everything about that assessment is reached from here.

Status bar

Along the top: Client, Site, RA Date, Ref (the assessment reference, if one is set), a Status drop-down, and the alerts button. Changing the status here saves immediately and records who did it — see Assessment status and review dates.

Information cards

Four cards — Client, Site, Assessor & Competence, and Review (with the completed and checked dates). Click Edit on a card to change those details in a pop-up. The client and site names are fixed here (an administrator changes them under Admin options); addresses, contacts and the competence statement can all be edited.

Reference and key dates

The Review card opens Reference & Key Dates:

• Assessment Reference — optional, your own job or document number (e.g. 001/RA003). Shown on the report footer and in the assessment list.
• Suggested Review Date — when the assessment should be reviewed.
• Completed Date and Checked Date — filled in automatically when the status changes to Completed or Authorised; you can correct them here.

Section tiles

The tiles jump to each part of the assessment and show how many items each has: System ID, Assets, Surveys, Photos, Executive Summary, Control Measures, Additional Info. Each has its own guide.

Scope of Work and Comments

Expand these panels to edit the text that appears in the report. Load Template drops in standard wording. Use the editor’s save button (or click away) to store changes.

Alerts

The alerts button (it shows Issues Detected when there is something to look at) lists checks against the LCA service standard that still need attention — for example the competence paragraphs not being used, the executive summary or control scheme being out of date, or no suggested review date. A green “All checks passed” means there is nothing outstanding. Click an alert to jump to the page that fixes it.

Extract to Excel

Extract to Excel downloads the assessment’s client, site, asset, survey and remedial-action data as a spreadsheet — useful for working offline or sharing with a client.