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Conform User Guide

Start an assessment

Steps

  1. Open Assessment → Back-Log.

  2. Find the unit. Use the search box, or look for the earliest due badges.

  3. Click Start on the card (or in its right-hand panel).

  4. The card shows a green "Started" and slides away. The unit is now in the first column of the Activity Board.

To start the unit and go straight to work on it, use Start & open instead. It opens the unit screen.

You'll need

  • Permission to start assessments.

  • A published Assessment workflow. See Workflows.

What next

Work through the unit on the unit screen, then move its card through the board's columns until it's complete.