Creating a basic assessment
Build a new assessment by selecting a device, procedure, and task requirements.
1. Click on Assessments
2. Click New
3. Complete Required Fields
Complete all fields with an asterisk
4. Complete Required Fields
Complete all fields with an asterisk
5. Select Device
Select the device you would like to see a procedure performed using
6. View Tree Items
Click on the arrow to view tree items.
7. Select the sub-category
8. Select the Procedure
9. Select Quantity
Select the quantity you would like to see performed
10. Toggle Record Procedure
If you require that the procedure is recorded, switch the toggle on.
11. Toggle Onsite Procedure
If you require that the procedure be performed onsite rather than using a take-home device, switch the toggle on.
12. Toggle Task Submission
If you want to allow the user to select the task they wish to submit, leave the toggle off.. If you want to have the next procedure they perform be automatically submitted as part of the assessment, toggle on..
13. Add More Tasks
To add more tasks/procedures click the + button
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