After you receive an assessment invitation, your home page should display the notification prompting you to complete an assessment, as outlined in red on the image. You may need to click the carrot next to 'Assessment' to display this information. Click ‘Complete Assessment’ to begin working. Alternatively, you can click the Assessments icon, outlined in red on the left side menu, to access the assessment.

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You should be taken straight to the assessment to submit your data. Respond to each prompt following the indicated instructions, and click ‘Next’ at the bottom of the page when you’re ready to move on. You will have a chance to review your answers before submitting.

Note on Assessment Questions: If you do not have the applicable data, skip the question. There may be conditional questions that pop up depending on your answer to the prior question.

To save your responses, be sure to click the 'Next' button at the bottom of the page.

You can navigate the assessment by clicking ‘Next’, as seen in the image above, or by clicking ‘Previous’ outlined in red on the image below. On the final page of the assessment, you should see the option to preview your responses. Click ‘Preview’ to continue.

Note: Only one person from your organization can work on the assessment at a time.

Review your responses here, and click ‘Edit’ on any you would like to change. When you are satisfied, click ‘Complete’, outlined in red on image, to submit the assessment.

Note: After you click ‘Complete’, you should be able to reopen and edit the assessment, as long as it's before the submission due date. If you need to edit responses after the submission due date, you will need to reach out to [email protected].

You’re all set! Click ‘Back to Assessments’ to return to the assessment homepage, or the Proof icon in the top left corner to return to the platform homepage.

Note: You should receive automated prompts from the system to submit data for future assessments in line with your organization’s reporting cadence (monthly, quarterly, bi-annually, annually).