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Qudos 3 Help
Benchmark Assessment
This is a data entry form for recording an individual assessment. It is accessible from the New and Edit buttons on the Benchmark Assessments List.
For help on activities associated with this form, go to Benchmark-activities
The form has a general section with fields at the top and buttons at the bottom, and also several tabbed sections - for Summary, Details, and Attachments.
General
Buttons:
| Button | Function |
|---|---|
| Procedure | Opens your procedure for score-based assessment |
| New | Save changes, close the assessment and open a new one |
| Save | Save changes |
| Close | Close the record |
Summary tab
Fields displayed:
| Field | Description |
|---|---|
| Assessment Number | Number to uniquely identify the assessment |
| Master | Yes / No indication. One assessment in each category is typically be set as a Master, and its contents may be used as a comparator for other assessments within that category |
| Category | Main issue |
| Location | The relevant area or geographic location. |
| Subject * | Basis for the assessment |
| Assessor | Person performing the assessment |
| Date | Date of the assessment |
| Overall Assessment | Combo box for selecting an overall conclusion |
| Overall Action |
Indicator for whether there is an action associated with the overall assessment. Where no Action has been created, the indicator displays 'No'. Where a link has been created, the action reference number is displayed. There is an Action button linked to the field. |
| Comments | Text entry field |
| Completed by | Person who completed the assessment – use the Lock button to complete this field |
| Completed | Date that the assessment was completed - use the Lock button to complete this field. |
* = Mandatory field.
Buttons:
| Button | Function |
|---|---|
| Lock | Lock the Assessment to prevent editing |
| Unlock | Unlock the Assessment to allow editing |
| Action | Create a link from the selected item to an Action Form or visit an existing linked action. Use this if the Action form is related to the overall assessment rather than a specific item. If the action relates to a particular assessment item, use the feature on the Details tab Where no link has been created, the field displays 'No'. Where a link has been created, the action reference number is displayed. |
The Lock and Unlock buttons enable the auditor to lock or unlock the form for editing.
Details tab
Fields displayed:
| Field | Description |
|---|---|
| Number | Sequential item number - automatically generated |
| Item / activity | Text field for description of item / activity being assessed |
| Value | Numerical value given to a particular item in this assessment (between 0-100) |
| Weighting | Importance given to a particular item (between 0-100%). Generally the same figure is used for this assessment and others within the same category. The weighting is used as a multiplier with the value to generate a score. By this method, relative importance of items may be factored into your assessments |
| Score | Value x Weighting |
| Action |
The action field is for display only. Where no link has been created, the field displays 'No'. Where a link has been created, the action reference number is displayed. There is an Action button linked to the field. |
| Total | Total of all scores for items assessed |
| Average | Total of all scores for items assessed divided by the number of items assessed |
Buttons:
| Button | Function |
|---|---|
| Delete | Delete the selected item from the Assessment |
| Action | Create a link from the selected item to an Action Form or visit an existing linked action. Where no link has been created, the relevant field displays 'No'. Where a link has been created, the action reference number is displayed. |
Attachments Tab
This tab provides the facility to link one or more attachments to the assessment.
Fields displayed:
| Field | Description |
|---|---|
| Number | An automatically populated number to identify the attachment |
| Filename | The name of the attached file |
| Description | Free-text description of the attached file |
Buttons:
| Button | Function |
|---|---|
| Browse | Navigate to, and select the file to be attached |
| View | View the selected attachment |
| Delete | Delete the selected attachment |
Contents | Benchmark | For help on activities associated with this form, go to Benchmark-activities