How to use Admin options (alter, copy, review, transfer, delete)

Admin options (in the assessment sidebar, under Admin — administrators only) is where you act on the assessment as a whole.

The options

• Alter Assessment — change the client name, site name or assessment date.
• Copy Assessment — make a full copy under a new client / site / date. Uses a copy credit; the page shows how many you have.
• Review Assessment — create a re-assessment for a future date, optionally copying the photos across. Uses a review credit. The new assessment opens ready to work on.
• Delete Assessment — permanently removes it. You are asked to confirm.
• Transfer Assessment — shown only when transfer is available; hands the assessment to another company on your account.