Managing User Assessments
After logging in, click on your Workspaces, and select My Workspace and then navigate to the Assesment sub-stab.
Assessments tab.
In the Assessments screen, click on the assessment you would like to take. In this example, The Advisor Success Assessment.
Once the assessment of choice has been clicked on, navigate to, and click on Take New Assessment. A link to the assessment can be sent via email, by clicking on Create Link to New Assessment, and completing the pop-up form as shown below.
After taking the assessment, you can view your results or revisit the assessment.
Note : if you retake the assessment, only the latest assessment results will be shown. You can also view your Personalized Report as soon you complete the assessment, or from the assessments tab and clicking on Latest Results of the assessment you have taken.
Here, you can see your assessment results with breakdowns of the questions and answers, as well as options to print pdf versions of the report.
