Capital Projects / Condition Assessment / Assessment Manager
Sustainability & Risk / Sustainability Assessment / Assessment Manager

Assessment Manager Overview

An assessment manager typically performs the following tasks. The assessment manager can complete these tasks using the Manage Assessment Items task, available at the locations listed at the top of this topic.

• Generate Assessment Records
• Assign Assessment Records to Assessors
• Update Assessment Records
• Estimate Costs of Addressing Deficiencies
• Address Assessment Deficiencies
• Address Assessment Deficiencies with Work Requests
• Enter the Actual Cost of Resolving Deficiencies
• Complete and Verifying Assessment Items
• Update the project status as it progresses - You may find it handy to track a project as it progresses by completing the Project Status field of the Projects table. For example, is the project in process, on hold, completed, or rejected? Although the assessment applications do not include steps for routing projects to various parties for approval, execution, or archiving, you can manually track a project's status by completing this field. You can then filter the list of assessment projects by status when working with various views. Note that if you are using the Assessments mobile app, you must minimally set one status: you must set Project Status to "Issued and In Process" in order for the assessment items to appear on the mobile device of the field assessor to which they are assigned.