To close an assessment, follow the steps below.
1. Within the customer assessment, navigate to the More menu item and click on Update & Close Assessment.
2. Add your summary note (it requires at least two characters to proceed) and then click on Save and Close Assessment.
3. Confirm you waant to close the report.
4. vCIOToolbox will then close your original assessment and open up a new assessment for editing again in the future.
5. In the meeting view you will see the results of the closed assessment.
The Main Dashboard
The Program Overview
Scorecard
If you have any additional questions, contact support at support@vciotoolbox.com