How do I resume an evaluation?
If the questionnaire is incomplete, you can re-enter and complete it. There are two ways in which you can resume the questionnaire.
Select view evaluations from the solution card, and then make sure your selection in the upper right-hand corner is "All (except Archived)" or "In Progress" the resume button should display.
Or, enter the name of the questionnaire and select resume, which is the first option under the evaluation name.
Can I make corrections to a review once completed?
Yes, leverage the copy feature in NavigatorOT. While it's true you cannot edit an evaluation once it's submitted, you can copy the evaluation. This allows you to either apply the rules of a new jurisdiction or make the necessary changes you'd like and submit it without having to start over.
I have multiple individual evaluations to run. Can I do them together?
Yes, you can do an OT Bulk upload. Use the ComplianceHR Position Owner spreadsheet and save it as a CSV file. All required fields are marked with an asterisk. States may be entered in their official abbreviated form, e.g., NY or New York. Enter "Federal" in the work state column. All emails must be in the form: address@host.com.