Assessment Execution

The Assessment Execution page displays the schedule you created on the Assessment Planning page. This is where you will collect the data for the Assessments you perform.



Assessment Execution


The Assessment Execution page contains a list of all of the items that have been scheduled for assessment in the Contract. This list is filterable by Type and each column is sortable by clicking on the column header. An Assessment will be colored red if it is overdue.

  • "Assess" button - launches the Assessment Editor where you can fill in the fields necessary to complete an Assessment. Once an Assessment is marked as "complete", it will no longer be visible on the Assessment Execution list. See the section below for more information on this topic.
  • "X" button - removes the Assessment from the list. Please note: this only removes that one occurrence, not the entire set of recurrences.
  • "View Performed Assessments" button - navigates to a list of all of the Assessments that have been completed.
  • "Create Unscheduled Assessment" button - launches a blank Assessment Editor form where you can make an ad-hoc Assessment or an Assessment that was not previously planned.
  • Process Flow
    • Left Arrow - navigates to the Assessment Planning page.
    • "Where Am I" button - opens the tool process flow diagram.
    • Right Arrow - navigates to the CPARS Review page.




Assessment Editor - Date and Performer


The first step in creating an Assessment is to determine when the Assessment was performed and by whom. Enter the following data for each Assessment:

  • Assessment Performance Date - the date when the assessment took place.
  • Who Performed the Assessment - type in the assessor's name or select a previously used name from the dropdown box.

Other functionality on this page:

  • "Assign Item to Assessment" button - allows you to assign QASP items to an Assessment, whether it be scheduled or unscheduled.
  • "Save" button - saves the data.
  • "Cancel" button - discards changes and navigates to the Assessment Execution page.
  • Process Flow
    • "Previous" button - saves the data and navigates to the Assessment Execution list.
    • "Next" button - saves the data and navigates to the Rating and Comments step in the Assessment Editor process.
  • "Review Requirement" button - opens the Standards and Inspections reference popup window.
  • Previous Assessment Information
    • Date Performed - the Assessment date for the previously performed Assessment in the recurrence cycle.
    • Performer - the person who performed the previous Assessment in the recurrence cycle.




Assessment Editor - Rating and Comments


The second step in creating an Assessment is give the Assessment a rating and write comments and justifications supporting the rating. Enter the following data for each Assessment:

  • Rating - use the radio buttons to select the Assessment Rating. Definitions for each rating will appear when you make a selection.
  • Comments/Justification - type a rationale as to why the rating was given. You can use previously used comments for the QASP item and the rating from the lists on the right by selecting the row and clicking the appropriate "Add" button.

Other functionality on this page:

  • "Save" button - saves the data
  • "Cancel" button - discards changes and navigates to the Assessment Execution page.
  • Process Flow
    • "Previous" button - saves the data and navigates to the Date and Performer step in the Assessment Editor process.
    • "Next" button - saves the data and navigates to the CPARS Categories step in the Assessment Editor process.
  • "Review Requirement" button - opens the Standards and Inspections reference popup window.
  • Previous Assessment Information
    • Date Performed - the Assessment date for the previously performed Assessment in the recurrence cycle.
    • Rating - the Rating for the previously performed Assessment in the recurrence cycle.
    • Comment/Justification - the Comments for the previously performed Assessment in the recurrence cycle.




Assessment Editor - CPARS Categories


The third step in creating an Assessment is assign the Assessment to the appropriate CPARS Categories to which it is related. Enter the following data for each Assessment:

  • CPARS Categories - use the checkboxes to select the CPARS Categories that relate to this Assessment.
  • "Use Previous CPARS Categories" button - click this button to auto-select the Categories that were used for the previously performed Assessment in the recurrence cycle.

Other functionality on this page:

  • "Save" button - saves the data
  • "Cancel" button - discards changes and navigates to the Assessment Execution page.
  • Process Flow
    • "Previous" button - saves the data and navigates to the Rating and Comments step in the Assessment Editor process.
    • "Next" button - saves the data and navigates to the Assessment Summary page.
  • "Review Requirement" button - opens the Standards and Inspections reference popup window.
  • Previous Assessment Information
    • Date Performed - the Assessment date for the previously performed Assessment in the recurrence cycle.
    • CPARS Categories - the CPARS Categories for the previously performed Assessment in the recurrence cycle.



  • Performed Assessments


    This form contains a list of all of the Assessments that have been performed in the Contract. This list is searchable and each column is sortable by clicking on the column header.

    • "View" button - opens the Assessment Editor so you can review your Assessment data.





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