vCIOToolbox has added the ability to close an assessment completely, removing it from showing as an IN PROGRESS assessment list. The steps below outline how to close an assessment.
1. From the customer menu, navigate to MORE > UPDATE AND CLOSE ASSESSMENT. This will open a dialog box where you can add closing notes.
Close the assessment
2. Add notes and close the assessment by choosing Save and Close assessment. If you wish to close the period BUT keep the assessment in the In Progress list choose Save Changes.
3. When you are ready to reopen the report you will enter the assessment and click Start Assessment and this will launch the assessment and return the previous periods results for updating.
