This article will guide you through the process of using assessments to evaluate your client's IT environment.

Creating an Assessment

1. In the top navigation bar, click Home to access the Client list.
    
2. Select a client with Lifecycle Manager X enabled by clicking their name. The Client's Profile page will open.
   
    

3. Click Assessments in the left panel of the client’s dashboard.
   
    
4. Click +New assessment in the upper right corner of the Assessment Page.
   
    
5. Enter the following details and click Next:
   1. Template - Choose a template for this assessment.
   2. Performed by - The name of the person performing the assessment.
   3. Assessment Date - The date the assessment is being performed.
   4. Assessment Title - Enter a descriptive title for this assessment.
      
       
6. Review the categories and Items
   Assessment items are organized into categories. Each item shows the response options available.
    
7. Filter the assessment items
   Click the Filter by tag dropdown and deselect any tags you want to omit from the assessment view.
    
8. Select responses for each item
   For each item, choose the response that best matches the situation from the available options listed.
    
9. Use item actions as needed
   Each assessment item includes item actions to the right of the item name.
   • Scoring instructions - Instructions on how to score this item (If provided in the Assessment template).
   • Explanation/Remediation tips - Details on how this item can be remediated (If provided in the Assessment template).
   • Create ticket - Opens a new PSA ticket linked to the item.
   • Add to initiative - Add the item to an initiative.
   • Comment - Add a comment to the item. Internal comments are visible only to your team, while external comments can be shown on the full assessment report.
   • Add Tag - Add a tag to the item. See Managing Assessment tags for details on creating new tags.
   • Add response - Adds a new response option
10. View the category score
    A score is displayed next to each category name and updates automatically as you select responses.
11. Mark the assessment as complete
    Click Mark as Complete at the bottom of the screen. The assessment will show as completed on the Assessments page.

After an assessment is marked as completed, it becomes read-only. For instructions on making changes to a completed assessment, see Editing a completed assessment.

Click Take actions on results to start working with your findings right away.

Progress is saved automatically as you work. You can leave and return to the assessment at any time before or after marking it as complete.

Duplicating an assessment

Duplicating an assessment creates a new assessment based on the existing one, using the same template. This is useful for recurring reviews where most of the information hasn't changed, or when you want to keep the original assessment intact while working on an updated version.

To duplicate an assessment:

1. Click the contextual menu icon from the action column of the Assessments list next to the assessment you want to duplicate.
2. Select Duplicate. The Assessment duplication modal will appear.
   
3. In the Assessment Duplication modal, enter the information that will be carried over to the duplicate
   • Performed by
     The user assigned to the duplicate assessment.
   • Assessment date
     The date that will appear as the duplicate's assessment date.
   • Assessment Title
     The Title of the duplicate assessment
   • Include all responses
     Check this box to include all responses from the original assessment.
   • Include private comments
     Check this box to include all internal comments from the original assessment.
   • Include public comments
     Check this box to include all public comments from the original assessment.
     
      
4. Click Confirm to create the duplicate assessment. (Or Cancel to leave the modal without creating a duplicate)