GO TO: Create Assessment Administration Assessment Plans and Reports
	Assessment Report Create a Report Template
	Contact:	Bruce Lenzer, QA/CI Assessment Specialist	Date:	July 31, 2015

An Assessment Report Template is submitted to the Lead Assessor before the assessment begins. When an Assessment Plan has been approved by the QA/CI Assessment Specialist an Assessment Report Template is automatically generated. Follow the following process steps if no Plan is required.

CREATE

Step 1: From the Schedule page click “Assessments/Reviews/Audits”

Step 2: Find the item matching the desired assessment description. Click the corresponding “Edit” button.

Step 3: Use the “Create Review Form” button to create a plan.

Step 4: The E-Mail the Report template is e-mailed to the Lead Assessor.

NOTE: A Report template is generated when the Plan is approved by the Lead Assessor.