Start New Assessment

Modified on Fri, 17 Nov 2023 at 06:34 AM

To start a new, unscheduled assessment, navigate to the Home page and under the Dashboard tab, select the + (Action) button on the bottom right of the page. If there are no activities yet under My Activity, a Start New Assessment button will appear. This is a one-time assessment for yourself that will be due the next calendar day.

From the list provided, select Start New Assessment. 

A new menu will appear, allowing you to select the details of this unscheduled assessment.

A: Choose this site for the assessment. Only accessible sites can be chosen.

B: Select the assessment document. Only active documents can be chosen. EASE will automatically use the assessment document's name for Assessment Name, but this can be manually edited for any name desired. 

C: Manually select a location from your Org Tree for this assessment from the dropdown menu provided. Alternatively, EASE can randomly select a location by checking a box next to any applicable tiers of the Org Tree.  

Once all fields have been completed, select Start to begin the assessment.

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