Many clients have a statutory requirement to assess new projects against a standard set of criteria. We provide the tools to make this process easy to maintain and it makes the process of reporting to auditors both fast and professional.
- When setting up an Assessment Type, click the ‘Add impact assessment type’ button
in the tool ribbon and fill in the fields down the left pane (If an impact assessment type already exists, the ‘Copy impact assessment type’ button 
can be clicked to create a duplicate of the currently selected impact assessment type.
- Maximum Impact Assessment Rating – each plan has an Impact Assessment Rating (at starting at zero). This fields sets the maximum possible value allowed.
- Maximum Likelihood and Severity – each Question within the Impact Type of a plan has a Likelihood and Severity value each starting at zero. These fields set the maximum values allowed.
- Criteria – Questions are grouped by Criteria which are specified here.
- Questions can be added quickly by clicking the Add multiple questions A dialog allows the Admin to enter all questions at once.
- The Admin can then decide whether the effect of the question is Positive, Negative or Neutral. This affects the automatic calculation of the Plan’s Impact Assessment Rating. (See the ‘?’ icon on the Plan’s Impact Assessment page for the specification of the calculation).
- In addition, to the fixed columns below, the Admin can add several Custom columns – up to 3 of each type – String, LongText, Dropdown, Date, Person. These can be accessed by clicking the ‘Custom Column Definitions’ radio button.
- In Custom Column Definition view, the Click Add New Field text to make a new data entry line appear
- Dropdown columns need an extra step to define the contents of the dropdown. These can be added all in one go via the + button adjacent.
