Accessing the Download Button
To begin, you need to access the download feature for your assessment:
Open the Assessment: Log in to your account and navigate to the assessment you wish to work on.
Locate the Download Button: The download button is available on the left-hand panel of the assessment interface. You'll find it on the first page as well as on every subsequent page of the assessment.
Contents of the Downloaded File
When you download the file, it will include:
Reporting Period: The time period for which the data applies.
Metric Category: The applicable impact category for each metric.
Metrics: All the metrics related to the assessment.
Questions: Every question included in the assessment.
Question Help Text: Guidance that helps with each question.
Units: The applicable unit for each metric.
Question Options: The options or choices available for each question, if multiple choice.
The file is formatted and structured in Excel, allowing for easy manipulation and sharing.
Collaborating with Your Team
Open the Downloaded File: Open the Excel file to review its contents.
Share the File: Distribute the Excel file to your team members. This enables them to review and contribute to the data.
Assign Tasks: You can add teammates' names next to each question to delegate data collection and track progress.
Uploading and Submitting Data
Save Changes: After collecting all responses and updates, save the final version of the Excel file.
Return to the Platform: Go back to the assessment on our platform.
Submit the Data: Input the data into the assessment.
Review and Submit: Review the uploaded data to ensure accuracy. Make any necessary corrections before finalizing the submission.
For additional assistance, please contact our support team.