Each assessment unit is a card on the board. Moving it to another column changes its state, and Conform asks for a rationale when the workflow says one is needed. See Workflow states for what each column means.
You can only move cards you're allowed to work on. If a card won't move, check your role on the Workflow tab.
Steps
Open Assessments → Board.
Find the card. Use the search box to filter by unit name.
Drag the card to the new column, or use
Move to…on the card's menu.Enter a rationale if asked, then press Save.
Moving a card to Completed sends it to the Forward-Log. It comes back by itself when it's next due.
Watch it
Who can move what
Role | Can move | Needs rationale |
|---|---|---|
Assessor | Own cards | Yes |
Reviewer | Cards in review | Yes |
Tenant admin | Any card | No |
Still stuck? Ask on the community forum, or contact your Conform administrator.