You can create an on-site assessment using the five-step wizard in Provider Manager. Before you start, make sure you have a published question template ready — only published templates can be attached to an assessment.
⚠️ Important: You must have a published question template before you can create an assessment. See the publish a question template article if you haven't done this yet.
Find the On-Site Assessments area
To get started:
Click Quality Assurance in the left-hand navigation, then click Manage Assessments.
Click On-Site Assessments.
You'll see your assessments organised by status. Use the status filters along the top to focus on the assessments you need:
Status (H3) | What it means (H3) |
Ready to Assess | Created and waiting to be started. |
In Progress | Being worked through by an assessor. |
With Provider | Submitted and sitting with the provider to respond. |
With LA | Returned to your team to review and respond. |
Agreed | Accepted by the provider; locked from further changes. |
Complete | Finalised, with the final rating shared. |
Archived | Tidied away from your day-to-day list. |
🤓 Tip: Switch between card view and list view using the icons on the right — the list view adds handy sort options. Use the Filter and search tools to find any assessment quickly when you have a lot on the go.
Create the assessment
To create a new assessment, click Create Assessment. A five-step wizard guides you through the rest.
Step 1: select a provider
Choose the provider you're assessing from the list.
Step 2: choose the assessment type
Select On-Site as the assessment type.
📌 Note: This guide covers on-site assessments only. A separate guide covers self-assessments.
Step 3: select your template
Select the published question template you want to use.
Step 4: add assessment details
Give the assessment a name — this defaults to the provider's name plus the template name, but you can change it.
Add any notes relevant to the assessment.
📌 Note: You'll see a quick summary of the provider and how many domains, standards and questions are included.
Step 5: preview and create
Review the preview to check everything looks right.
Click Create Assessment.
Your new assessment now appears with a Ready to Assess status and a clear On-Site badge. The card shows progress, rating, when it was started and last updated, and who created it.
🤓 Tip: You can delete the assessment from the card if you need to start again.