Navigator IC: Additional Actions - Instructions and Video

By clicking on the Name of the Evaluation, you’re able to take additional actions.

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If an Evaluation is still in progress and was previously assigned out, you may update the email address if previously entered incorrectly or you may reassign the questionnaire to other individuals to support gathering of answers. 
Examples: 
The company questionnaire - if assigned out to Manager A, it can be assigned out to Manager B. Manager A's previously entered answers will be available for Manager B to review and continue completing the questionnaire. 
Note: As the evaluation owner, if you assign the questionnaire to yourself it cannot be reassigned.
The contractor questionnaire - This could be assigned first to a Manager to support the contractor, then reassigned to the contractor for review and completion of the questionnaire. 
These steps may be taken by:
  • Clicking on the Resend Email button, selecting the questionnaire for reassignment, entering the email address and clicking submit.
  • A new link to the questionnaire will be sent, while the original questionnaire link sent will no longer be active. 

You may also choose to Cancel the evaluation; by choosing this, the link will no longer be active.

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If an Evaluation is completed, and you’d like the apply another jurisdictions rules to this evaluation, you may click on Copy and select the new work state that you’d like rules applied for. The answers will be prefill. You will need to submit the results for the final risk report.


You can also choose to Archive completed reports, by selecting this option. 
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