Within our Assessment Software, you have the ability to fill out assessments for your clients.
Starting from the “Clients” tab of your Dashboard, follow the step-by-step guide below.
Step 1: Hover over the gear icon and click “Assessments” for the client you want to fill out the assessment for.
Step 2: Click the “Complete Assessment For Client” link.
Step 3: Select the correct assessment.
Click the “down arrow” to reveal the options from the drop-down then select the desired assessment.
Step 4: Fill out the assessment and submit.
Now that you know how to fill out assessments for your clients, you can easily keep their assessments up to date!