Starting a New Assessment — Assessment Workflow — Workspace
How to create a new assessment attempt and fill in basic information.
Create a New Attempt
To begin an assessment:
Navigate to Factory Assessments from the sidebar.
Click the New Assessment button.
A new attempt is created automatically with an incremented attempt
number. You are redirected to the assessment form.
[screenshot: The assessment list page with the New Assessment button highlighted]
Fill Basic Information
The first tab of the assessment form is Basic Information.
Fill in the project context for this audit:
Project Name (required) — the name of the
project or site being assessed.
Engineer Responsible — who is conducting the
assessment.
Project Location — address or GPS location.
Project Area/Section — specific zone within
the facility.
Key Stakeholders — names of people involved.
Additional Information — any supplementary
notes.
Date — when the assessment is being conducted.
Click Save & Next to save the basic information and
proceed to the first section of questions. A green checkmark appears on
the tab to confirm it is complete.
[screenshot: The basic information form with project name, location, and date fields]