Viewing Assessment Results and Reports
- 1 day ago
- 2 min read
Once you've completed a Compliance Manager assessment, you can review your results, access generated action items, and export reports for sharing or recordkeeping.
This article explains where to find your completed assessments and how to use the information generated by the assessment process.
Finding Completed Assessments
After an assessment has been finalized, it will appear in the Completed Assessments section on the right side of the Compliance Manager Dashboard.
For each completed assessment, you'll see:
Facility name
Completion date
Assessment score
Available actions
From here, you can open the completed assessment or access the associated action items.
Viewing the Assessment On Screen
Select the View Assessment icon to open the completed assessment within Compliance Manager.
The on-screen version allows you to:
Review all questions and responses
View comments added during the assessment
View uploaded photos
Search for specific sections or questions
Review recommendations and generated action items
This view is helpful when reviewing individual responses or discussing specific findings with your team.
Accessing Reports
To view available reports:
Navigate to Current Action Items.
Select View More.
Open the Assessments section.
Choose the appropriate facility.
Select the assessment you would like to review.
If you cannot find an assessment, verify:
The correct facility is selected.
The correct year is selected.
The assessment is marked as Completed rather than In Progress.
As you complete assessments year after year, multiple reports may be available for the same facility.
Exporting Reports
Completed assessments can be exported in multiple formats.
Available export options include:
PDF
Excel
Exported reports are useful for:
Internal review
Leadership presentations
Risk management discussions
Budget planning
Historical recordkeeping
Understanding the Report
Your assessment report includes:
Assessment score
Question responses
Compliance status
Applicable standards and references
Recommended actions
Supporting resources
For any item that does not meet the identified standard or best practice, the report will include a recommended action to help improve compliance and reduce risk.
The report is intended to help your organization identify opportunities for improvement and prioritize future operational enhancements.
Reviewing Action Items
Every completed assessment generates action items based on the responses provided.
Action items include:
Facility
Assessment section
Related question
Recommended action
Assigned user
Due date
Status
These action items serve as your organization's improvement plan following the assessment.
Updating and Completing Action Items
Open any action item to view additional details and make updates.
Depending on your permissions, you may be able to:
Assign responsibility
Update due dates
Change priority levels
Add notes
Upload photos
Attach supporting documentation
Mark items as complete
Adding notes and supporting documentation creates a record of how the issue was addressed and can be helpful during future assessments.
Using Your Results Over Time
The true value of Compliance Manager comes from tracking improvement over time.
Many organizations use their reports to:
Monitor progress year over year
Prioritize operational improvements
Support budget requests
Guide risk management discussions
Document compliance efforts
Measure the impact of facility upgrades and policy changes
By revisiting the assessment regularly, you can track progress and identify new opportunities to strengthen your operation.
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