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Take a New Assessment

Authenticated users can create new assessments to capture the values that matter.

Workflow​

You must be logged in to complete the following steps.

  1. Click on the App navigation tab.
Once a user authenticates, the user will be redirected to the App page by default.

Advisors will need to toggle the Advisor View switch to display the client view.

  1. Click the New Assessment button.
Advisors will need to toggle the Advisor View switch to display the New Assessment button
  1. Select your top 15 values from the tiles listed.
  2. Click the Next button to proceed to the next screen.
  3. Select your top 10 values from the 15 tiles displayed.
  4. Click the Next button to proceed to the final selection screen.
  5. Select your top 5 values from the 10 tiles displayed.
  6. Click the Next button to proceed to the next screen.
  7. For the 5 top values selected, provide an example of the value as it relates to your life.
  8. Click Submit. Your advisor will receive a notification of a newly created assessment record.