User Guide: Assessment Role for Compliance Management Application
Welcome to the Assessment Role sub module of our Compliance Management application! This feature allows users to create Assessment Role and link to the Users(Manager, Site Contact, Limited Site Contact & View Only). This guide will walk you through the functionality and capabilities of the Recommendations module in detail.
- Overview of Assessment Role:
Assessment Role should be displayed to Admin, manager, site contact, Limited Site Contact & View only users in compliance product.
Assessment Role field will not be available when user creating new admin user role. By default admin user can access all the data irrespective of assessment role mapped or not mapped.
Assessment Role field will be available for manager user, Site contact user, Limited Site Contact user & view only users role. When user trying to create this user roles from user module page.
The main purpose of the assessment role is that when this assessment role mapped to Manager, Site Contact, Limited Site Contact, and View-Only users, and when admin user creates assessment if this users role mapped with same assessment role, facility then only those users will be able to see the survey.
If the assessment role is not mapped to manager, site contact, Limited Site Contact & view only users then these users will not be able to see the survey created by admin user.
Created assessment roles data should be displayed in user’s assessment role dropdown list.
If any assessment role is in use and user trying to delete that assessment role then it should not be deleted. After removing the mappings only we can delete the assessment role.
The main purpose of assessment role for which user you want to the see the assessment survey it will be decided by the assessment role mapping.
The assessment role will be assigned to the questions. Only users with the corresponding assessment role will be able to see and create the assessment containing those specific questions.
- Language Options for Assessment Role module
To cater to diverse user needs, the Assessment Role module supports multiple languages. You can select your preferred language from the dropdown menu located at the top of the screen. This ensures that your Recommendation sub module is accessible and understandable across global teams.
- Assessment Role Questionnaires:
- How to open Assessment Role module in compliance product?
Assessment Role module can be accessed from below navigation
- Navigate to Main Menu
- Select Content Manager module
- Select Assessment Role sub module menu
- How to create New Assessment Role in compliance product?
- Go to Content Manager screen
- Click on Assessment role sub module
- Fill out the following required fields, such as
- Assessment Role: It is a mandatory field. When user creates new Assessment Role it should be displayed in assessment role module. And newly created assessment role should be displayed in below screens:
- Assessment Role
- Question Register
- Users (Manager, Site Contact, Limited Site Contact & View Only)
- Bulk uploads Assessment Role.
- Description: Here user can enter assessment role description.
- Click on ‘Save’ button
- Assessment role saved successful message should be displayed on the page.
- Assessment Role can be created from bulk upload screen& Question Register Screen.The
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- How to edit Assessment Role in compliance product?
- Open the Assessment Role screen
- Go to Action Column and also from view details screen.
- Click on the Edit Symbol to change the Assessment Role check it once with following fields such as
- Assessment Role
- Description
- Click on ‘Save’ button
- Assessment Role Updated successfully message should be displayed on the page.
- Updated Assessment Role should be displayed in recommendation home screen and in Question Screen & users screen.
- How to delete the Assessment Role in compliance product?
- Open the Assessment Role screen module
- Go to Action Column
- Click on the Delete Symbol
- Popup message should be displayed
- Click on “Yes” button
- Selected Assessment Role should be deleted.
- Deleted Successful message should be displayed on the page.
- When user trying to delete any mapped Assessment role of a question or user for an assessment error message should be displayed already it is in use please remove mappings and delete the assessment.
- How to Sort Assessment Role module?
- Open the Assessment Role screen
- Go to top of the screen
- Go to Sort By field by these items Assessment Role &Description.
- Select the “Assessment Role” in the Sort By field, Assessment Role column is sorted in ascending order.
- Select the ‘Description’ in the Sort By field, Description column is sorted in ascending order.
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- How to search the specific Assessment Role from the Grid:
- You can get the specific record from the grid by using search field and also from the Filter feature as shown below.
- User can filter the records by using Assessment Role & Description from filter button.
- When user click on filter button + icon should be displayed.
- When user click on + icon where column fields should be displayed on the page.
- When user click on columns dropdown below columns should be displayed:
- Assessment Role
- Description
- When user select Assessment role in column dropdown select condition as “Contain” and enter filter text.
- When user click on run button filtered data should be displayed on the page.
- User can create his own customized filter data by using save button.
- When user check create new filter check box , Enter filter name & select set as default check box and click on save button . Filter saved successful message should be displayed on the page.
- And the created filters should display in select filter field you can select them any time to get your customized data and the filters can be edit and delete any time.
- When user click on select filter dropdown saved filter edit & delete icon should be displayed.
- When user click on edit icon again save filter as popup should be displayed and user can edit the filter name and can update the new name.
- When user click on delete icon in select filter popup delete popup should be displayed when user click on yes button saved filter should be deleted successful message should be displayed on the page.
- When user click on cross icon beside select filter whole data should be displayed on the page and default filter name should be cleared on the filter.
- And also you can make your filter as default filter by selecting default check box while saving the filter. So every time when you open the Assessment Role, it will display only Default filter data.
- How to download the Assessment Role data?
- Open the Assessment Role sub module home page.
- Click on Down Arrow symbol right side of the screen
- Data exported excel sheet
- Can we hide/seek Assessment Role screen columns?
- Open the Assessment Role screen
- Go to Right side of the screen
- Click on See/hide column
- Check from the list selected columns displayed on the screen
- Assessment Role Events:
Events show the information of all the logs of the Assessment Role created, updated and deleted. . When Assessment Role is created, Events Action Performed is displayed as ‘Create’. When Assessment Role is edited, events action performed displayed as ‘Updated’ and when Assessment Role is deleted, events Action Performed displayed as ‘Delete’.
Following functionality available in Assessment Role events screen
- Filter options available and we can run and save the filters. Saved filters are reused for future use.
- Column Sorting is available for Sort By option by selecting the columns names Action Performed, Performed By, Module, Action Date, and Action Info& View Details.
- Search option available by searching any word or text, if search text is available, it will display the search content.
- Downloading data of Assessment Role event in PDF format
- Column display options available using hide/seek columns, if columns are not selected columns will not display in Assessment Role events.