Assessment Planning

The Assessment Planning page is where you will decide which QASP items need to be assessed and create your Assessment schedule.



Assessment Planning


The Assessment Planning page contains a list of all of the QASP items in your ARRT Performance Assessment project. This list is filterable by Type and each column is sortable by clicking on the column header.

Begin by selecting the checkbox next to the items you will be assessing. You can use the "Select All" checkbox if you plan on assessing all of the items in the list.

  • "Schedule Multiple Items" button - launches a dialog that gives you options to schedule multiple QASP items at once. More information on this topic is available below.
  • "Schedule All" button - launches the Quick Item Scheduler dialog where you can create an Assessment schedule for your QASP items. More information on this topic is available below.
  • "Review Importance" button - navigates to the Review and Update QASP page where you can manage the Importance of your QASP items.
  • "Schedule" button - launches the Scheduling Editor for the QASP item. Read the section below for more information on this topic.
  • "View" button - navigates to the QASP Item Viewer where you can review the item's general information, Standards and AQLs, Inspection Information, and Deliverables.
  • Process Flow
    • Left Arrow - navigates to the Contract Information page.
    • "Where Am I" button - opens the tool process flow diagram.
    • Right Arrow - navigates to the Assessment Execution page.





Schedule Multiple Items


When scheduling Assessments, the tool allows you to schedule multiple items at one time in order to reduce time and repeated steps. There are two options for this functionality:

  • "Schedule multiple Assessments with the same frequency" - allows you to give multiple QASP items the same recurrence, or frequency. These Assessments are not related in any way other than the frequency.
  • "Create a group of QASP Items that will be assessed together" - allows you to package QASP items together in order to assess them as a group. You can give this grouping an alias that will better help you differentiate the group from the individual items.

After making your selection, click the "Next" button to navigate to a page where you can select what QASP items you want to schedule. Click the "Cancel" button to abort this function.





Quick Item Scheduler


The Quick Item Scheduler provides you an easy way to assign a frequency to your QASP items. This is similar to the Scheduling Editor, but with fewer scheduling options.

Select which QASP Items you want to schedule using this method by using the appropriate checkboxes. Then select the frequency for the schedule. Click "Save and Close" to complete this function or "Cancel" to discard any progress you have made.





Scheduling Editor


The ARRT Performance Assessment tool allows you to schedule a recurrence for each QASP item you are going to assess. The following screen captures illustrate each recurrence type and what options exist.

One Time (Once) Occurrence

  • Date - enter the date that this Assessment should take place. Please note: the date must be within the dates of the contract.
  • "Previous" button - saves the data and navigates to the previous QASP item in the list.
  • "Next" button - saves the data and navigates to the next QASP item in the list.
  • "Save and Close" button - saves the Scheduling data and navigates to the Assessment Planning page.
  • "Cancel" button - discards the edits and closes the Scheduling Editor.



Daily Recurrence

  • Recurrence
    • Every [enter number of days] Days - if you do not want to perform the Assessment every weekday, enter the frequency interval here. For instance, entering a "2" will cause the Assessment to occur every other weekday.
    • Every weekday - the Assessment will occur Monday through Friday.
  • Range of Recurrence
    • Start Options
      • Use Contract Effective Date - uses the Effective Date you entered on the Contact Information page.
      • Begin on Specific Date - enter the date when you want the Assessments to start. Please note: the date must be within the dates of the contract.
    • End Options
      • Use Contract Completion Date - uses the Completion Date you entered on the Contact Information page.
      • End after [enter number] occurrences - use this option if there are a finite number of occurrences necessary for the Assessment.
      • End By Specific Date - enter the date when you want the Assessments to end. Please note: the date must be within the dates of the contract.
  • "Previous" button - saves the data and navigates to the previous QASP item in the list.
  • "Next" button - saves the data and navigates to the next QASP item in the list.
  • "Save and Close" button - saves the Scheduling data and navigates to the Assessment Planning page.
  • "Cancel" button - discards the edits and closes the Scheduling Editor.



Weekly Recurrence

  • Recurrence
    • Every [enter number] Weeks - if you do not want to perform the Assessment every week, enter the frequency interval here. For instance, entering a "2" will cause the Assessment to occur every other week.
    • Day of the Week checkboxes - select which day(s) of the week you want to perform the Assessment.
  • Range of Recurrence
    • Start Options
      • Use Contract Effective Date - uses the Effective Date you entered on the Contact Information page.
      • Begin on Specific Date - enter the date when you want the Assessments to start. Please note: the date must be within the dates of the contract.
    • End Options
      • Use Contract Completion Date - uses the Completion Date you entered on the Contact Information page.
      • End after [enter number] occurrences - use this option if there are a finite number of occurrences necessary for the Assessment.
      • End By Specific Date - enter the date when you want the Assessments to end. Please note: the date must be within the dates of the contract.
  • "Previous" button - saves the data and navigates to the previous QASP item in the list.
  • "Next" button - saves the data and navigates to the next QASP item in the list.
  • "Save and Close" button - saves the Scheduling data and navigates to the Assessment Planning page.
  • "Cancel" button - discards the edits and closes the Scheduling Editor.




Monthly Recurrence

  • Recurrence
    • Day [day of month] of every [number of months] month(s) - if you want the Assessment to occur on a specific day of the month, enter that day and the month interval here.
    • The [week] [day of the week] of every [enter number of months] month(s) - if the Assessment should occur on a specific day of the week each month, enter the week, day, and month interval here.
  • Range of Recurrence
    • Start Options
      • Use Contract Effective Date - uses the Effective Date you entered on the Contact Information page.
      • Begin on Specific Date - enter the date when you want the Assessments to start. Please note: the date must be within the dates of the contract.
    • End Options
      • Use Contract Completion Date - uses the Completion Date you entered on the Contact Information page.
      • End after [enter number] occurrences - use this option if there are a finite number of occurrences necessary for the Assessment.
      • End By Specific Date - enter the date when you want the Assessments to end. Please note: the date must be within the dates of the contract.
  • "Previous" button - saves the data and navigates to the previous QASP item in the list.
  • "Next" button - saves the data and navigates to the next QASP item in the list.
  • "Save and Close" button - saves the Scheduling data and navigates to the Assessment Planning page.
  • "Cancel" button - discards the edits and closes the Scheduling Editor.



Quarterly Recurrence

  • Recurrence
    • Day [day of month] of every 3 months - if you want the Assessment to occur quarterly on a specific day, enter that day here.
    • The [week] [day of the week] of every 3 months - if the Assessment should occur on a specific day of the week every quarter, enter the week and day here.
  • Range of Recurrence
    • Start Options
      • Use Contract Effective Date - uses the Effective Date you entered on the Contact Information page.
      • Begin on Specific Date - enter the date when you want the Assessments to start. Please note: the date must be within the dates of the contract.
    • End Options
      • Use Contract Completion Date - uses the Completion Date you entered on the Contact Information page.
      • End after [enter number] occurrences - use this option if there are a finite number of occurrences necessary for the Assessment.
      • End By Specific Date - enter the date when you want the Assessments to end. Please note: the date must be within the dates of the contract.
  • "Previous" button - saves the data and navigates to the previous QASP item in the list.
  • "Next" button - saves the data and navigates to the next QASP item in the list.
  • "Save and Close" button - saves the Scheduling data and navigates to the Assessment Planning page.
  • "Cancel" button - discards the edits and closes the Scheduling Editor.


Yearly Recurrence

  • Recurrence
    • Every year on [month] Day: [enter date] - if the Assessment should occur on a specific day of the year each year, enter that date here.
    • The [week] [day of the week] of [enter month] - if the Assessment should occur on a specific day of the month each year, enter the interval, day of the week, and month here.
  • Range of Recurrence
    • Start Options
      • Use Contract Effective Date - uses the Effective Date you entered on the Contact Information page.
      • Begin on Specific Date - enter the date when you want the Assessments to start. Please note: the date must be within the dates of the contract.
    • End Options
      • Use Contract Completion Date - uses the Completion Date you entered on the Contact Information page.
      • End after [enter number] occurrences - use this option if there are a finite number of occurrences necessary for the Assessment.
      • End By Specific Date - enter the date when you want the Assessments to end. Please note: the date must be within the dates of the contract.
  • "Previous" button - saves the data and navigates to the previous QASP item in the list.
  • "Next" button - saves the data and navigates to the next QASP item in the list.
  • "Save and Close" button - saves the Scheduling data and navigates to the Assessment Planning page.
  • "Cancel" button - discards the edits and closes the Scheduling Editor.





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