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Adding Additional Team Members to an Assessment

You can add additional team members to the assessment on the 'Edit Assessment' page.


Add Team Members from the Assessment Dashboard

To get there, after logging into AgilityHealth and starting from the Team Dashboard, simply click on the Assessments Dashboard in the top navigation.

Manage_assessments.png

At the end of the row for any assessment, you can click the Edit button to enter into the Assessment Details.

Edit_assessment.png

You will be taken into the assessment details page for that assessment. From here, you can scroll down to the Team Members section and click the Add Team Members button. To learn more about adding team members, visit the Setting up and Managing Teams article


Add Team Members from the Team Dashboard

To get to the Edit Assessment page, begin with the Team Dashboard, where you’ll see the familiar view of the team(s) listed in Swim Lanes View. Hover over the icon for the team whose profile you want to see and click the blue pencil icon.

Team_dashboard_edit_team.png

You will be taken to the Assessment Dashboard for the team you selected. To add a team member to a specific assessment, you will need to hover the correct assessment icon and click the blue pencil button.

Assessment_dashboard_team.png

You will be taken into the assessment details page for that assessment. From here, you can scroll down to the Team Members section and click the Add Team Members button. To learn more about adding team members, visit the Setting up and Managing Teams article. 

 

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