Take an assessment

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Take the assessments assigned to you from the assessment and survey queue.

    Before you begin

    Role required: none

    About this task

    An assessment card displays the assessment name, state, due date, and associated incident number. Click the card to take the assessment when you're ready.

    You must answer every required question, indicated by a red asterisk, before you can submit the assessment as complete. If you start to take an assessment but can't complete it, save your responses and return to it later. When you've answered all the questions and you're happy with the responses, submit the assessment.
    Note:
    The expired assessments and surveys no longer appear in the My surveys widget and the My Assessments and Surveys list page.
    By default, you can't modify your answers to an assessment after submission. However, if the administrator has configured an assessment to allow retakes, you can edit your answers and resubmit the questionnaire. Completed assessments configured for retake remain in the queue until their due date and display Modify Assessment at the top of the card. Click the card to modify the assessment.
    Note:
    If you don’t have access to the assessable record for which an assessment is created, the associated record number isn't displayed. You can still take the assessment.

    Procedure

    1. Navigate to All > Self-Service > My Assessments & Surveys.
      Note:
      Users with the assessment_admin role can display other users' assessments and surveys in addition to their own. Use the Show all and Show assigned to me related links to show and hide assessments and surveys. Click a card assigned to another user to open the associated metric type or survey definition.
    2. On the assessment card, note the due date.
      Note:
      Depending on the configuration, you may receive email notifications to remind you of the due date.
    3. Click the card to open the questionnaire.
      Assessment questionnaires are arranged in sections: first by record, then by category. Each record appears as a section title. Questions for the record appear underneath the record, grouped by category. Each category appears as a subsection underneath the record name. Click the collapse icon (Collapse icon) or expand icon (Expand icon) to hide or show the questions in a category, or all the categories and questions for a record. Colored bars indicate the status of each question.
    4. Answer each question to the best of your ability.
      Point to a question for more information.

      If you're unsure of how to respond to a question or if a question doesn't apply to a particular record, select Not Applicable, if available.

    5. Read any assertions present at the end of the assessment and acknowledge with a signature, if required.

      A signature can require you to select a check box or authenticate your full name, which the system displays in a read-only field. You can't submit your answers to the assessment until you provide the required signature.

    6. Save or submit the assessment.
      • Save: Saves your responses without submitting them. You can close the questionnaire and access it later from your queue.
      • Submit: Submits the completed assessment when you're finished.
    7. If prompted, enter your user name and password to verify your full name signature.

      If all the questions are answered with valid values, a success message appears. If the system detects an unanswered required question or invalid response, the assessment isn't submitted, and a message appears at the top of the questionnaire explaining the error. Questions with problems are temporarily highlighted.

    8. You can modify your responses to the assessment until its due date.
      To update your answers and resubmit an assessment that permits retakes, click the card to modify it.