An overview of the Assessments area in the Block section, covering Health & Safety and Insurance reports and assessments
This is where you can keep track of your Health & Safety and Insurance reports and assessments.
Please feel free to click this link to watch a short video talking you through the process, or continue reading the helpful article below for the step by step process.
On the left-hand side, go to 'Block' 'Maintenance' and 'Assessments.
We've suggested some common categories for you. Once you have uploaded some reports they will show in a list on the main screen. Refer to the Lists article for more on how to manage lists.
Click on the ACTION button to the right of any of the entries to access more details about the assessment. This will open up on the Files page, see below.
Here you can view files saved against this assessment and simply drag and drop or click to upload new ones.
You can also view and send messages from this screen, make notes, review what’s outstanding and what’s been paid. You can also review any Work Orders that have been raised, and set tasks with reminders to prompt you when they're due.
Report Dates (main assessments homepage):
To see all the date columns filled in you will need to first add a task within a category.
Within the Task tab on the left hand column, click the New Task button and simply add your task with its due date.
Once added, this will show in the Next Report Date column on the main Assessments page and who it's assigned to.
When the task date comes round, this will show in the assignees tasks for completion, and once marked as completed it will show in the Last Report Date column and your New Task date will show in the Next Report Date column, once set up.
Assessments - Reporting:
You can also run a report to show you any upcoming tasks related to Assessments.
To do this, follow: Branch Finance > Reporting > Extract of Open Tasks
Download the report and enable editing, to allow you to filter the spreadsheet by 'Category'.
