Status – This indicates whether the method is Live or Dormant.
Filtering the List
The option to search by Code and Description and filter by Status and Number of Records shown are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
Exporting the List
Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Creating a New Assessment Method
Selecting Create will open a window where you can enter the Code and Description for the new method.
Once you have finished, select Save to add the new method or Cancel to discard it.
Assessment Method Actions
The following actions are also available from the methods tab:
Edit – Selecting ... > Edit by a method in the list will open a window where you can edit the Description and Status. Once you have made any changes, select Save to confirm them.
Delete – Selecting ... > Delete by a method in the list will delete it. This should only be done for methods entered in error. For a method that has been used, you should instead set the status to Dormant. You will be asked to confirm before you delete the record.