4. Dispatch File(s)

Step 1: Access the Files Assessments Feature

1. Click on the Main Menu icon.

2. Select Assessment.

3. Select Assess.

4. Using the Assessment Tools menu, select Send File Assessments.

Step 2: Locate the Imported Files to be Dispatched

Using the Import History menu,

5. Click on the View icon associated with the import folder.

There are two ways to dispatch a file(s) for assessment.

If you would like to dispatch a SINGLE file, click on the file and select Dispatch

If you would like to dispatch MULTIPLE files, click on the Dispatch Files button.

Step 3: Dispatch The File(s)

Select the desired dispatch method for the appropriate instructions:

Dispatch a Single File

6. Select an Assessment Instrument for the assessment.

7. Select one or more Assessors to assess the file.

8. Click on the Dispatch button.

How to Select an Assessment Instrument

1. Using the Sources column, select the Department which contains the instrument.

2. In the center column, locate and select the instrument. Drag and Drop the instrument into the third column.

3. Click Done.

How to Select an Assessor

1. Using the Sources column, select the Department which contains the Assessor.

2. In the center column, locate and select the Assessor. Drag and Drop the Assessor into the third column.

3. Click Done.

Dispatch Bulk Files

6. Select an Assessment Instrument.

How to Select an Assessment Instrument

1. Using the Sources column, select the Department which contains the instrument.

2. In the center column, locate and select the instrument. Drag and Drop the instrument into the third column.

3. Click Done.

7. Paste your Pairing List Text into the text-entry box. The first column should be the FILE NAME and the second column should be the ASSESSOR NAME.

You can optionally load a saved list (if available) or save your current list for future use.

Using Agreement Reports?

If you are sending the same file to multiple assessors for use in Agreement Reports, you should enter the information into the Pairing List Text box as follows:

File Name,Assessor Name1,Assessor Name2

If you are sending the same file to multiple assessors but are not using Agreement Reports, you should enter the information in the Pairing List Text box as follows:

File Name,Assessor Name1
File Name,Assessor Name2

8. Use the Delimeter drop-down menu to select the delimiter. If you are pasting your list from Excel, use the TAB delimeter. If you are typing your list in, it is easiest to use the COMMA delimeter.

9. Click on the Dispatch button.

All of the dispatch information will appear on the main File Assessments screen, including the Last Dispatch date, how many assessments are Pending, Incomplete and Complete.