Adding from a person

Search for the person that is going to be assessed, see Searching for people.

Select the person by tapping on it. Click on the + sign.

 A new assessment will be created with the following fields:

• Work task (required field) - work task name, this is a required field, select from the list of available work tasks.
• Person (optional field) - this will auto-populate based on the selected person.
• Site (optional field) - this is the geographical location where the assessment is being carried out, this is an optional field, however, should you wish to report by location it is recommended that this is entered.
• Work Area (optional field) - this is an area within the site, this is an optional field, however, should you wish to report by work area it is recommended that this is entered.
• Shift (optional field) - this is the shift of the person being recorded e.g. night shift, this is an optional field, however, should you wish to report by shift it is recommended that this is entered.
• Tags (optional field) - tags are useful for searching and reporting, see Tags.
• Notes (optional field) - notes are useful for entering anything that might be relevant to the task being performed.

Save the assessment or Cancel to discard the record. Upon saving the new assessment will appear in the assessment listing on the right.