Who is this article for?

Users who want to learn to define assessment details in projects.

No elevated permissions are required.

This guide explains how to set assessment details, including who answers, deadlines, visibility, and sharing preferences.

1. Overview

The Overview section summarises the information entered in previous screens.

2. Who is answering

1. Select whether the assessments will be answered by the supplier (self‑assessment) or by a user/assessor from your company (managed).

3. Responsible users

1. Select one or more users responsible for answering the assessment (managed only) and reviewing and closing the assessment (any type).
2. Only selected users will see tasks on their homepage to answer or review and complete assessments created by their company.
3. Standard users can only see assessments they are assigned to.

4. Dates – Assessment timetable

• Due date: The date the assessment is expected or required to be answered. Due dates will show on assessment tasks to prompt responses.
• Assessment valid until: The date the assessment responses are valid until, meaning the assessment expires.
• Assessment recurrence:
  • Individual: One‑time sending of the assessment.
  • Continuous: Automatically reissues an assessment on a date you set, either on or before the assessment expires.

5. Reference and reason

• Reference: Optional assessment reference.
• Reason: Optional assessment reason for admin reference or supplier reference for self‑assessments or assessments with site review changes.

6. Labelling

• Add one or more labels to allow the assessment to be filtered by labels applied when running reports or sending assessments (e.g. 2020, Beef, Environmental). This is optional.

7. Sharing

• Search and select companies to share assessment responses with.
• Shared companies can see read‑only details and run reports on question results. They cannot update or answer any details.
• Sharing preferences can be updated for individual assessments by editing the assessment after sending.

8. Visible to site

• Allow managed assessors (answered by a company user or an assessor) to be seen by the assessed site while answers are being added.
• The site has read‑only ability.

9. Saving and sending

1. Once details have been entered, click Next to proceed and select sites to assess.
2. Click Save for Later to store any data entered and continue sending at another time.

10. Sending assessments in groups

1. If you need to send assessments with different details as part of the same project (e.g. a different responsible user), you can repeat the process and send assessments in groups.
2. Enter new details, select new sites, and add more assessments to a project.
3. Assessment details are stored on an assessment‑by‑assessment basis and can be edited independently once sent.