About Assessments (New UI)

Assessments let you evaluate a client's IT environment against a defined set of categories and items, score the results, and use those findings to guide conversations and recommendations. This article introduces how assessments work in the new Lifecycle Manager UI and points you to the specific how-to articles you'll need.

What is an assessment?

An assessment is a structured evaluation of a client's IT environment, built from a template. Each template organizes items into categories, and each item captures a response, such as Yes, No, or a choice from a custom list. As you complete an assessment, Lifecycle Manager scores it based on the responses given and the weight assigned to each category and item.

Once complete, an assessment's results can be reviewed on its own results page, downloaded as a report, or added to a client-facing Deliverable.

Accessing assessments

Assessments are available from two places, depending on whether you want to see everything at once or focus on a single client:

• Global Assessments page
  Shows every assessment across all your clients. Use this page to get an account-wide view of assessment activity. 
• Client Assessments page
  Shows only the assessments that belong to a specific client. Use this page when you're focused on one client's environment. 

You can create, conduct, and manage assessments from either page.

Getting started

Build and reuse templates

• Building assessment templates (New UI)
  Create and edit the templates assessments are built from.
• Uploading assessment templates (New UI)
  Convert and import an existing template as a JSON file.
• Configuring responses for assessment items
  Set up the response types and options for each item.
• About weighting in assessments
  Understand how category and item weights shape the final score.

Conduct and manage assessments

• Conducting assessments (New UI)
  Create an assessment and work through its items.
• Editing a completed assessment (New UI)
  Reopen a completed assessment to make changes.
• Managing Assessment tags (New UI)
  Create and apply tags to categorize items.

Review and share results

• Sharing assessment reports (New UI)
  Generate a report to share with your client.

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