The Assessments Tab - Pin and Calendar Functions
The Assessments Tab is an area where you can
- pin your most frequently used assessments for quick access by adding them to the Favorites List (Pinning Assessments).
- this is also where you manage the automatic follow-up schedule for assessments.
Pin your most frequently used Assessments
In the screenshot above, we will use the Fatigue Assessment as an example.
- You can click on the Pin Icon to add the Fatigue Assessment to your Favorites List, which is at the top of the screen, for quick access.
Check out our video below to get started with pinning assessments today!
How to Pin an Assessment to your "Favorites" section (1:18-1:24)
Set up Automatic Follow-ups for your assessments
In the screenshot above we will use the Fatigue Assessment as an example.
- After the assessment is pinned in your Favorite List, you can click on the light blue calendar icon to view the default schedule for that specific assessment (see below).
- If you want to Customize the follow-up schedule to something other than the default schedule, then you can click into the separate fields and edit the days as you wish.
- You can also select the + Add another follow-up to add additional automatic follow-ups.
- To save the updated schedule, select Done. The calendar icon will then change to a dark blue instead (see screenshot below).
Check out our video below to get started with checking and/or customizing your assessment's follow-up schedule!
- Select the Calendar Icon to view the default-based follow-up schedule (1:56-2:19 )
- All Follow-Up dates will start from the initial send
- How to modify the follow-up schedule (2:20-2:56)
- Reset schedule to default schedule (2:57-3:10)