Export an Assessment to Revise

Steps:

Navigate to the page, which is just like a report assigned to the users

1. Type the Building Name, or Building Number, or Assessment ID in the text box Assessment ID – Building. Select the needed assessment from the suggested list. The Assessment ID is returned to the text box.

2. Click the Apply Filters button. All the items in the assessment displays with the highest versions.

3. Click the Check out Assessment button (it has to be checked out before being exported; otherwise the “You must check out first!” message displays)

4. Click the Excel Export to Revise and Load back button once, wait for the file to be downloaded. Normally it is stored in the Downloads folder on Windows, with the Assessment ID as the file name. The exported Excel file contains a number of columns for being revised.