How to Complete an Assessment

1) Once you have finished the Assessment you will see a cumulative score at the top of the screen. Also, below each blue category box, you can see a green line illustrating the completed progress.

2) Click the green “Submit Audit” in the bottom right if you are satisfied with the accuracy of the results. 

3) Here you will see any action plans you created during the assessment. Feel free to 'edit' these actions before signing and submitting.

4) In the large boxes, signatures must be written and saved by clicking the Save button. This is required for the Auditor signature, while the Manager signature is optional.  

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5) Once signatures are complete, click the "Submit" button at the bottom of the screen. After clicking Submit, a confirmation screen will appear. Click "Yes" to submit the assessment.

After submitting, all of the appropriate users (auditor, store owner, superusers etc) will automatically receive an email report as a notification.

 

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