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How to Create an Assessment

To create a new assessment and send it to the corresponding manufacturer or partner for completion, you must follow the following steps:


Step 1: Log In to Your Account

  • Open your browser and go to your Vessel Smart Assessments Platform

  • Log in to your account.

  • Enter your password and then click Login


Step 2: Navigate to Assessments

Once logged in, go to the main menu at the left of the page.

  • Click on "Assessments" to open your assessments list.



Step 3: Create Assessment

  • Click on the "Create Assessment" button located on the top right.



Step 4: Fill out the form with the evaluation information

Add information such as:

  1. Account Name (name of manufacturing company)

  2. Assessment Type

  3. Close Date  (the deadline to complete the assessment)

  4. Direct Recipient (the email of the person in charge of completing the assessment)

  5. Reminders


Step 5: Save the information

  • Click on "Save" button


 

Need Help?

If you encounter any issues while adding a new account or if the new user didn’t receive the invitation email, please contact our support team at info@vesselscale.com

222 North 13th Street, Boise, ID 83702

Info@vesselscale.com  |   208-761-1720 

Sales and Marketing Heuristics LLC,

DBA Vessel An Idaho LLC Established 2017

© 2024 VESSEL

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