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

Creating an Assessment

1. Hover over Home in the top navigation bar, click Clients, and select a Lifecycle Manager X client from the list.
   
    
2. Click Assessments in the left panel of the client’s dashboard.
   
    
3. Click +New assessment in the upper right corner of the Assessment Page.
   
    
4. 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.
      
       
5. Review the categories and Items
   Assessment items are organized into categories. Each item shows the response options available.
    
6. Select responses for each item
   For each item, choose the response that best matches the situation from the available options listed.
    
7. 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 response - Adds a new response option
8. View the category score
   A score is displayed next to each category name and updates automatically as you select responses.
9. 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.