Starting an Assessment in Equip is straightforward and allows you to easily evaluate individuals by completing the assessment questions. Follow these step-by-step instructions to get started:
From Assessment Library
🏃 Go to Assessments
From the left-hand menu, click Assessments to open your Assessment Library.
🚀 Start an Assessment
Find the assessment you want to complete → click the three dots (⋮) next to it → select Start Assessment.
A pop-up window titled Start an Assessment will appear, prompting you to select the Assessee (participant).
Click Start Assessment to begin.
📝 Complete the Assessment
Fill in all required questions.
Attach any necessary files.
Review your responses before submitting.
✅ Submit Response
Toggle Submit Another Response if you wish to take it again.
Otherwise, click Submit Response to finish.
Your completed assessment will appear in the Assessments list.
From Participant Profile
📍 Open the Participant’s Profile
From your Dashboard, select Participants in the left-hand menu.
Use the Search Bar or scroll to find the participant whose assessment you want to access.
Click their name to open their profile.
🧾 Go to the Assessments Tab
Within the participant’s profile, click the Assessments tab.
This section houses all assessments associated with that participant.
🚀 Start an Assessment
Click Start Assessment.
A pop-up window will appear where you can:
Select the Assessment you want to complete
Confirm the Assessee (the participant being assessed
Then click Start to begin.
🗓️ Confirm Response Details
Choose the correct Assessment Date (defaults to today).
Your Name and Email will appear automatically. If you’re completing this on behalf of someone else, update these fields.
📝 Complete the Assessment
Work through each question carefully, ensuring all required fields are filled before proceeding.
🔁 Submit Another Response (Optional)
If you need to complete the same assessment again right away, toggle Submit Another Response before submitting.
✅ Submit the Assessment
Once all questions are complete, click Submit Response to finalize the assessment.
Your completed response will now appear in the participant’s Assessments list.
📝 Equip Tip: Always review your entries before submitting. Once an assessment is submitted, responses cannot be changed.