11 Managing Assessment

This chapter contains the following sections:

Section 11.1, "Viewing the List of Assessed Users"
Section 11.2, "Updating Assessment Status for an Assessed User"
Section 11.3, "Viewing Assessment Comment History"

11.1 Viewing the List of Assessed Users

The List of Assessed Users page lets you view the list of assessed users and their details. Additionally, it lets you filter the users based on the filter criteria.

To view the list of assessed users:

Select Assessments from the menu bar. The List of Assessed Users page is displayed.
Select the sponsor company, trial, and site from the Current Sponsor Company, Trial and Site drop-down lists. The list of assessed users for the selected sponsor company, trial, and site is displayed.

An error message No User Details Found is displayed when there are no assessed users in the selected sponsor company, trial, and site.
To filter users, enter the filter criteria and click Find. The list of assessed users that satisfy the specified filter criteria is displayed.

Note:

Filtering options cannot be used unless you specify a current sponsor company, a trial, and a site.

While specifying the filter criteria, you can use the full name or part of the name.

An error message No Result found for the Selected Criteria is displayed when there are no users who meet the search criteria.
1. To navigate through the user list, click the First, Previous, Next, or Last links.
2. To view a particular page, select the page from the drop-down list.
3. To view all the users on a single page, select All from the drop-down list.
4. Click the column name link to sort the users either in the ascending or descending order, based on the column name. On the first click, the users are sorted in the ascending order. To sort them in descending order, click the column name link again.
5. To clear the filter criteria, click Clear.

11.2 Updating Assessment Status for an Assessed User

The List of Assessed Users page lets you update the assessment status of assessed users.

To update the assessment status of an assessed user:

Select Assessments from the menu bar. The List of Assessed Users page is displayed.
Select the sponsor company, trial, and site from the Current Sponsor Company, Trial, and Site drop-down lists. The list of assessed users for the selected sponsor company, trial, and site is displayed.
To filter users, enter the filter criteria and click Find. The list of assessed users that satisfy the specified filter criteria is displayed.

Note:
To clear the filter criteria, click Clear.
Select the check box corresponding to the user whose status you want to update.
Select Update Assessment Status from the Select drop-down list.
Enter the reason for updating in the Comments text box and click Go.

The Update Assessment Status page is displayed.
Select the check box corresponding to the status you want to update.
Enter a summary of updating in the Assessment Summary Box text box and click Update.

The assessment status of the user is updated successfully.
Click OK on the dialog box that appears.
Click Return to go back to the List of Assessed Users page.

11.3 Viewing Assessment Comment History

The List of Assessed Users page also lets you view the Assessment Comment History for an assessed user.

To view the Assessment Comment History for an assessed user:

Select Assessments from the menu bar. The List of Assessed Users page is displayed.
Select the sponsor company, trial, and site from the Current Sponsor Company, Trial, and Site drop-down lists. The list of assessed users for the selected sponsor company, trial, and site is displayed.
To filter users, enter the filter criteria and click Find. The list of assessed users that satisfy the specified filter criteria is displayed.

Note:
To clear the filter criteria, click Clear.
Click corresponding to the user whose Assessment Comment History you want to display.
The Assessments Comment History page displays the comments history of the selected user.

Note:

Click Return to go back to the List of Assessed Users page.

11.3.1 Adding New Comments to the Assessment Comments History

The Add New Comments link on the Assessments Comments History Page lets you add new comments to an assessed user's comments history.

To add new comments to an assessed user's comments history:

Click the Add New Comments link on the Assessment Comments History page. The Add Assessment Comments page is displayed.
Enter your comments in the Public Comments and Private Comments text boxes and click Submit.

Note:
You must enter comments in both text boxes.
Click OK on the dialog box that appears.
Click Return to go back to the Assessment Comments History page.
Click Clear to clear the comments entered.

11.3.2 Editing Comments

The Edit or Delete link on the Assessment Comments History page lets you edit comments from an assessed user's assessments comments history.

To edit an assessed user's assessments comments history:

Click the Edit or Delete link for the corresponding user.
The Comments tab is highlighted and the Comment type radio button displays whether it is a public or private comment.
Edit the comments as required and enter the reasons for change in the Comments text box. Click Update.
Click OK on the dialog box that appears.
Click Return to go back to the List of Assessed Users page.

11.3.3 Deleting Comments

The Edit or Delete link on the Assessment Comments History page lets you delete comments from an assessed user's assessments comments history.

To delete an assessed user's assessments comments history:

Click the Edit or Delete link for the corresponding user.
The Comments tab is highlighted and the Comment type radio button displays whether it is a public or private comment.
Enter the reasons for deletion in the Comments text box and click the delete icon.
Click OK on the dialog box that appears.

Note:

Click Return to go back to the List of Assessed Users page.