All Assessments

The All Assessments page provides the Administrator access to all assessment records across the organisation.

To access the All Assessments page, go to Administration > Individual Planning Admin > Management > All Assessments.

If it is the first time this system is being used in the organisation, the All Assessments page gives a blank display as there are no assessments within the system. Otherwise, the display is similar to the screen image given below.

Click 'Search Criteria Show' arrow at the top left of the screen to expand the Search Criteria area in order to search assessment records by Reporting Period, Reporting Officer, Assessee and Phase. This search area is collapsed by default.

Click 'Edit' adjoining an assessment record to modify its Reporting Officer and Due Date information.

Click 'View' to access and modify the assessment record. The system may not allow modifying the assessment record depending on the phase of that assessment. Refer to Business Rules for further information.

Click 'Delete' to delete an assessment. The system displays a dialogue prompting confirmation to remove the record. Click 'OK' to confirm the delete. Click 'Cancel' to keep the record.

Note that once a record is deleted, it cannot be retrieved.

Rollback Option

The rollback feature allows Administrator to revert an assessment to any phase (Set up, Self Assessment or Assessment) regardless of the current phase it is currently in.

STEP 1: Click 'Rollback' alongside a particular assessment record to rollback. The system provides options to define which phase the assessment should be reverted to.

STEP 2: Select the phase. Depending on which phase the particular assessment is currently in, the phase options for rolling back may differ. For example, if the assessment is in the Self Assessment Phase, the system only allows the assessment to be rolled back to Setup Phase.

STEP 3: Click 'Rollback' to rollback the assessment record.

Data already entered within the assessment up to the selected phase remains unchanged after the rollback is performed. However, data entered to the phases below the rollback phase selection is deleted from the system. For instance, if Setup phase is selected for the rollback, then all data within the Self Assessment and Assessment phase gets deleted and cannot be retrieved when the rollback is carried out.

Last revised: November 26, 2017