Using the Manage Assessments feature for ELI Self-Assessments.
Throughout the Assigned tab on top, you can see all of the assessments that you have assigned to your clients. You can assign a tag so that all your assessments can be more organized. Resend the invitation to remind them to take it. Update the expiration date of an assessment so that they have more time to finish it. Use the Copy Link button when a client is having issues receiving automatic emails. You can send it to them through your email or any other form of communication that you use with them.
In the Completed tab you can view the results of your client and then by clicking on the “Share result with client” box you will allow the client to be able to view the results and it can also allow you to download it for your records. You can also archive any old assessments to that you can be better organized.
In the Expired tab, you can either choose to extend the expiration date so that the client has some more time to complete it or unassign it and get your assessment back so you can use it on someone else.
Assessments expire after 30 days by default if no changes are made during the assignment process.
Assigned assessments expire for the client. If questions have been answered, the assessment cannot be reassigned. Purchased assessments never expire.
In the Archive tab, we can see all the old assessments and we can even select them and restore them to the Complete tab so we can see the results again.