Completing the Summary and Sign Off

Overview

The Summary & Sign Off section is used to complete the assessment and prepare it for submission.

Before sign-off can be completed, all required sections of the assessment must be finished. Outstanding items are displayed to help identify anything that still requires attention.

Opening Summary & Sign Off

1. Open the assessment.
2. Select Summary & Sign Off.

Completing the Summary

The Summary & Sign Off section contains assessment summary information and declarations required before submission.

Review all information carefully and ensure any required fields have been completed.

Reviewing Outstanding Items

The system automatically identifies incomplete areas of the assessment.

Examples may include:

• Unanswered questions
• Incomplete issues
• Missing severity ratings
• Required sections that have not been completed

Outstanding items must be resolved before sign-off can proceed.

Completing the Declaration

Once all assessment information has been reviewed:

1. Read the assessor declaration.
2. Confirm the declaration.
3. Continue to the sign-off process.

Signing Off the Assessment

To sign off the assessment:

1. Select Sign Off.
2. Confirm the action when prompted.
3. The assessment status will update to indicate that it has been signed off.

Undoing a Sign Off

If further changes are required after sign-off:

1. Open the signed-off assessment.
2. Select Undo Sign Off.
3. Make the required amendments.
4. Complete the sign-off process again when finished.

After Sign-Off

Once signed off, the assessment is ready to be returned to the system using the synchronisation process.