Getting Started with Assessment Manager

Overview

Getting started with Assessment Manager only takes a few minutes and will ensure you have everything you need to begin assessing, benchmarking and improving performance across your organisation. Before completing assessments, it is important to confirm your account details, organisation information and facility access.

This guide will walk you through the initial setup process and help you become familiar with the platform and its key features.

Step-by-Step Instructions

Step 1: Accept Your Invitation

Open the invitation email sent by your Organisation Manager and select the link to activate your account. N.B. Please check your Spam Account or your 'Other' if using Outlook the first time and make sure your organisation whitelists the email address

Step 2: Create Your Password

Set a secure password and complete your user profile.

Step 3: Log In

Sign in to Assessment Manager using your email address and password.

Step 4: Review Your Dashboard

Take some time to familiarise yourself with the information available on your dashboard.

Step 5: Confirm Your Organisation and Facility Access

Check that you can access the correct organisation and facilities before commencing assessments.

Step 6: Complete Your First Assessment

Navigate to the Assess module and begin your first assessment.

Tips and Best Practice

Complete your profile information and verify your access as soon as possible. If your organisation operates multiple facilities, ensure you can access all relevant sites before beginning any assessments.

We also recommend inviting key team members early so everyone can contribute to the assessment and improvement process.

Frequently Asked Questions

I didn't receive my invitation email.

Check your junk or spam folder before contacting your Organisation Manager.

Can I access Assessment Manager on my mobile phone?

Yes. Assessment Manager is accessible from most modern mobile devices and tablets.

How long does setup take?

Most users can complete their initial setup and begin using the platform within 15 minutes.