After you activate your customer and add your templates, you will arrive at the IT Review tab. If you do not see your assessment available for use, you will first need to set up your meeting event.
To do so you can 1) Create the meeting from the link found in the middle of the page, or 2) Navigate to Calendar > New Meeting
Create your meeting by choosing the New Meeting command.
Create your meeting by adding the schedule and resources. The Meeting Type selection will import the corresponding templates with that tag into your assessment for use. You can also create a ticket or send invitations for your meeting once created.
Navigate back to the IT Review tab and select your meeting from the Meeting Drop Down command. This will lock in your templates.
You will then see your assessment ready for you to populate.
