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How to schedule a benchmark assessment

The method described below is for scheduling a new Benchmark Assessment from scratch. If there is an existing assessment within the same category that already contains some of the relevant information, you may prefer to start by making a copy of that assessment.

From the Main Screen:

Step Action Result
1 Click Benchmark Opens Benchmark Assessments List
2 Click New button Opens a blank Benchmark Assessment form
3 Enter details about the assessment as required  
4 Click Save button Saves changes
5 Click Close button Closes the Benchmark Assessment and returns you to the Benchmark Assessments List. Provided the appropriate filter settings are selected, the new audit should now be visible in the Benchmark Assessments List

Contents | Benchmark