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Manual Assessments

This feature is available to Advisors only.

Advisors may manually create assessments for their clients. This is useful for adding assessments that are not client-driven, such as a values assessed outside of the application.

Workflow​

  1. Click on the App navigation tab.
  2. Click the Clients navigation tab.
  3. Select the client from the table list.
  4. Click the Assessments navigation tab.
  5. Click the + Add Assessment button.
  6. Use the dropdown options to add the new values.
  7. Click the Save Values button to save the assessment.