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From the options menu, select “Show on Recent Assessments Schedule Dashboard” and the frequency of the assessment/inspection.
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Assessments
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Schedule Dashboard:
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All configured reports will appear in the dashboard.:
Based on the report frequency configured, the dashboard will show properties not assessed within that frequency, as shown by the grey portion of the donut chart.
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donut chart will represent the properties that have been assigned in green and the properties to be assessed in grey.
The counts below the chart show the number of properties assessed, number of propeties to be assessed and the number of excluded properties (not requiring this assessment) within the designated time period.
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Example: If a Phase I ESA is required every 1 year, the dashboard looks back 365 days from today’s date to count any property who does not have that assessment/inspection added.
The list of Properties To Be Assessed shows properties that have passed the assessment with show the Next Assessment Date as the date of the last report
NOTE: to ensure an accurate count, all reports need to contain a report date in the report details:
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