1. Assigning Recurring Assessments and How To Check

In order to assign recurring assessment, you need to follow these steps.

Step 1: Hover over Assessments on the left side of the screen then click on Assessments Library

 



 

Step 2: Click on the three dots beside the assessment. In this example, Anthropometry and Body composition Log then click on assign.

Step 3: You can select a client or a group that you want to assign it with

 

Step 4: For the frequency lets say you pick every x month. Do not forget to input a number beside it lets say 1 for once a month. Then you can set the start and end date. . It will automatically assign the assessment to the client once a month from July to November.

Step 5: You will be able to see the recurring assessment with their corresponding date of assignment within the assessment itself and you have the option to have it show for the cleint or not by ticking or not ticking the show to client checkbox.

 Step 6: To fill out the assessment go to the assigned Q&A area click on the assessment name

 

 Step 7.   First click on the consent form checkbox and then submit. Note if you do not do this you will not be honest at the assessment.Then click on the date  which will open a drop-down and choose the date that you want to fill the questionnaire out then click start assessment. Once you have finished the assessment click the finalize button.