Q: Can I Search for A Particular Assessment by Client Name, Company, or Reference Key?
A: You can search/filter the assessment list according to the parameters specified in the Reference Key. Hence, if you enter your client’s name, for example, in the reference key, you will be able to search/filter it this way.
You can also search / filter the assessment list by the parameters specified in the following columns: Assessment Created, Completed, Respondent, Reference Key, Requested By, Status, Approval Status.
Please refer to section 3.3 of this manual for more information on how to do this.