Responding to Action Plans from a Mobile Device

Looking to respond to actions on the go? We have you covered.

In the steps below, we will demonstrate how to navigate from the email report to the assessment report using a mobile device.

1) From the email report (which you should receive automatically), scroll to the bottom and click 'Detailed Assessment'. This will open up your default mobile web browser and take you directly to the assessment. In some cases you may be taken to the login screen depending on when you were last active.

2) Click 'Actions' to view a list of any action plans detailed during the assessment.

3) From the Actions page, you can click on the action name.

4) A dialog window will pop up confirming your decision to close/open this action. You can also add notes and attach images here as well.