Assessment Manager Overview

An assessment manager typically performs the following tasks:

Generate Assessment Records
Assign Assessment Records to Assessors
Update Assessment Records
Estimate Costs of Addressing Deficiencies
Address Assessment Deficiencies
Address Assessment Deficiencies with Service Requests
Enter the Actual Cost of Resolving Deficiencies
Complete and Verifying Assessment Items
Update 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.