---
title: Manage an Assessment
description: Learn how to manage your Assessments in the Libryo Assess application.
---

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# Manage an Assessment

## Explore how to manage an Assessment.

Assessments are where compliance and audit work actually happens in ERM Libryo Assess: creating them, grouping them, tracking their status, and getting data out for reporting. What you can do with an assessment depends on your user role. Where a feature is limited to specific roles, this article calls it out under a "Who can do this" note. For a full breakdown of what each role can access, see the Understanding User Roles in ERM Libryo Assess article.

You may also want to read how to [Create an Assessment](https://success.libryo.com/assess/complete-an-assessment?hsLang=en).  

### **Create an assessment**

**Who can do this:** *Admin, Member*

1\. On the Dashboard, navigate to the **Assessments** tab in the top-right of the screen.

   
![Assessments tab](https://success.libryo.com/hs-fs/hubfs/Assessments%20tab.png?width=670&height=338&name=Assessments%20tab.png)  
2\. Click **+ New Assessment**.

![New Assessment](https://success.libryo.com/hs-fs/hubfs/New%20Assessment.png?width=670&height=339&name=New%20Assessment.png)

3\. Enter a name for your assessment and choose the appropriate Assessment Protocol. If you're unsure which protocol to use, contact your administrator for guidance.

![Create Assessment](https://success.libryo.com/hs-fs/hubfs/Create%20Assessment.png?width=426&height=573&name=Create%20Assessment.png)

4\. Click **Create Assessment** to save your work.

### **Group your assessments**

**Who can do this:** *Admin, Member*

Grouping assessments gives you a more personalised way to organise assessments against your specific audit protocols.

*Important note:*

A **group** can have many assessments attached to it.

An **assessment** can only belong to one group.

When creating a new assessment, add it to an existing Assessment Group, or create a new one, directly from the assessment creation screen.

Alternatively, create a new group from the Assessment Group page, found on the Entity's Assessment List.

### **Assessment teams**

**Who can do this:** *Admin* 

Assessment teams let you define and manage the collaborators involved in a given assessment. You can view and manage the team directly within the assessment.

1\. To view the team, open the **Name** of the assessment you need. 

![Screenshot 2026-08-14 at 14.38.19](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2014.38.19.png?width=670&height=336&name=Screenshot%202026-08-14%20at%2014.38.19.png)

2\. To add a member, click the **Assessment Team** tab.  

![Screenshot 2026-08-14 at 14.40.23](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2014.40.23.png?width=670&height=338&name=Screenshot%202026-08-14%20at%2014.40.23.png)

3\. Click **Add Member** and select users from the list, then confirm.Only users who already have access to the entity can be added.

*![Screenshot 2026-08-14 at 14.40.37](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2014.40.37.png?width=670&height=167&name=Screenshot%202026-08-14%20at%2014.40.37.png)*

4\. To remove a member, click the **Delete** (bin) icon next to their name and confirm.

5\. You can also assign individual team members to specific questions within the assessment.

### **Assessment tags**

**Who can do this:** *Admin*

Assessment tags help you classify and organise your assessments, making them easier to filter, report on, and manage. Tags can be added when creating or updating an assessment.

1\. Click the drop-down arrow beside your user name, then select **Manage**.

![Screenshot 2026-08-14 at 14.54.36](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2014.54.36.png?width=670&height=259&name=Screenshot%202026-08-14%20at%2014.54.36.png)

2\. Go to **Assessment Tags**.

![Screenshot 2026-08-14 at 14.54.53](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2014.54.53.png?width=670&height=332&name=Screenshot%202026-08-14%20at%2014.54.53.png)

3\. Click **+ Add Tag**.

![Screenshot 2026-08-14 at 14.55.24](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2014.55.24.png?width=118&height=45&name=Screenshot%202026-08-14%20at%2014.55.24.png)

4\. Enter a name and choose a colour. A description is optional. Click **Create** to save the tag.

 

![Screenshot 2026-08-14 at 14.55.35](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2014.55.35.png?width=385&height=354&name=Screenshot%202026-08-14%20at%2014.55.35.png)

5\. To edit an existing tag, click the **Edit** icon, update the details, then click **Save**. To delete a tag, click the **Delete** (Bin) icon next to it and confirm. Deleted assessment tags cannot be recovered.

![Screenshot 2026-08-14 at 14.59.44](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2014.59.44.png?width=670&height=314&name=Screenshot%202026-08-14%20at%2014.59.44.png)

### **Change an assessment's status**

**Who can do this:** *Admin, Member (some status options are Admin only, see table below)*

1\. Navigate to the **Assessment** tab in the top-right of the screen and select the **Name** of the desired assessment from the list.

![Screenshot 2026-08-14 at 15.09.31](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2015.09.31.png?width=670&height=338&name=Screenshot%202026-08-14%20at%2015.09.31.png)

2\. Once inside the assessment, click the **Settings** icon at the top right, just below your name, to expand the menu.

![Screenshot 2026-08-14 at 15.08.59](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2015.08.59.png?width=670&height=336&name=Screenshot%202026-08-14%20at%2015.08.59.png)

3\. Click **Manage Assessment**.

![Screenshot 2026-08-14 at 15.12.44](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2015.12.44.png?width=233&height=170&name=Screenshot%202026-08-14%20at%2015.12.44.png)

4\. From the available toggles, select the most appropriate status for the assessment.

### **![Screenshot 2026-08-14 at 15.12.54](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2015.12.54.png?width=491&height=663&name=Screenshot%202026-08-14%20at%2015.12.54.png)**

### **Status options**

| **Status option** | **What it does** | **Who can set it** |
| --- | --- | --- |
| **Mark as Done** | Moves the assessment from In Progress to Done once all required work is complete. | Admin, Member |
| **Mark as Inapplicable** | Marks the assessment as not applicable, removing it from active workflows. | Admin only |
| **Assessment Confidential** | Hides the assessment from Members, Contributors, and Certifiers who aren't on the assessment team. | Admin only |
| **Archive Assessment** | Hides the assessment from Members, Contributors, and Certifiers, and restricts further access. | Admin only |
| **View-Only (Lock)** | Locks the assessment to prevent any further edits. | Admin only |

**💡Quick tip**

If you only need to move an assessment from **In Progress** to **Done**, you don't need the full Manage Assessment panel: just select the checkbox next to **Mark As Done** on the Assessment Summary page.

Every status change is logged at the bottom of the Manage Assessment panel, showing who made the change, the action taken, the from/to status, and a timestamp.

### **View inapplicable sections**

**Who can do this:** *Admin*

Sections marked as **Inapplicable** are hidden from the assessment by default. To bring them back into view, for example to double-check a decision, use the View Inapplicable Sections toggle in the sidebar. This shows sections that have been marked as not applicable without changing their status.

![View inapplicable](https://success.libryo.com/hs-fs/hubfs/View%20inapplicable.png?width=354&height=478&name=View%20inapplicable.png)

### **Upload files and photos (bulk upload)**

**Who can do this:** *Admin, Member, Contributor*

Use the **File Library** to upload files and photos, giving you a central repository for evidence and supporting documents within an assessment.

1\. Navigate to the **Assessments** tab in the top-right of your screen and select the **Name** of the assessment you wish to upload files for.

![Screenshot 2026-08-14 at 15.09.31](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2015.09.31.png?width=670&height=338&name=Screenshot%202026-08-14%20at%2015.09.31.png)

2\. Select **File Library** from the top-right menu bar.

![Screenshot 2026-08-14 at 15.22.24](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2015.22.24.png?width=670&height=339&name=Screenshot%202026-08-14%20at%2015.22.24.png)

3\. Select the **Upload Files** button. 

![Screenshot 2026-08-14 at 15.22.41](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2015.22.41.png?width=670&height=229&name=Screenshot%202026-08-14%20at%2015.22.41.png)

4\. Upload your files by dragging and dropping, or click to select files. Enter a Description. Then click **Upload**.

![Screenshot 2026-08-14 at 15.22.57](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2015.22.57.png?width=485&height=560&name=Screenshot%202026-08-14%20at%2015.22.57.png)

The maximum file size is 15MB. Accepted file formats are: jpg, jpeg, png, gif, pdf, docx, doc, csv, xlsx, xls, xlsm, ppt, pptx, zip, mp4, and mov.

### **Export bulk assessment data**

**Who can do this:** *Admin (all entities and Data Link/API access); Member (accessible entities, CSV export)*

The Data Export feature lets you bulk download your assessment observation data, giving you flexible access to your compliance and audit information outside the platform. You can export as a CSV file for quick, offline use, or generate a Data Link, which provides the data in JSON format for seamless integration with your organisation's Business Intelligence tools.

1\. Click the drop-down arrow next to your name in the top-right corner. Select Data Export from the list.

![Screenshot 2026-08-14 at 16.11.18](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2016.11.18.png?width=670&height=309&name=Screenshot%202026-08-14%20at%2016.11.18.png)

2\. In the **Search Protocols** bar, start typing the name of the protocol you'd like to export data for.

![Screenshot 2026-08-14 at 16.11.53](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2016.11.53.png?width=458&height=531&name=Screenshot%202026-08-14%20at%2016.11.53.png)

3\. Once the protocol is selected, filter the results using your desired **Date Range**.

4\. Search and select the specific assessments for bulk download, or **Select All** assessments under the protocol if needed.

![Screenshot 2026-08-14 at 16.15.10](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-14%20at%2016.15.10.png?width=670&height=444&name=Screenshot%202026-08-14%20at%2016.15.10.png)

5\. Choose your export option: click **Export to Excel (CSV)** to download the data in CSV format, or click **Generate Data Link** to create an instant link within Assess, which can be used later for building visualisations.

### **Assessment history and restoring deleted assessments**

**Who can do this:** *Admin* 

1\. To review the full history of an assessment, navigate to the **Entities** tab.

![Screenshot 2026-08-18 at 15.30.42](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-18%20at%2015.30.42.png?width=670&height=327&name=Screenshot%202026-08-18%20at%2015.30.42.png)  
2\. Select the **Name** of the entity from the list or use the filters. 

![Screenshot 2026-08-18 at 15.31.17](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-18%20at%2015.31.17.png?width=670&height=382&name=Screenshot%202026-08-18%20at%2015.31.17.png)

3\. Scroll to the bottom of the entity to view the assessments. Find the **Name** of the assessment you want, and under the **Actions** column, click on the **History icon**.

![Screenshot 2026-08-18 at 15.31.35](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-18%20at%2015.31.35.png?width=670&height=312&name=Screenshot%202026-08-18%20at%2015.31.35.png)

Please note: If an assessment is deleted using the **Delete** (trash bin) icon from the Entity, it isn't gone for good, it can be restored through the **Activity Log**.

### **Saving and exiting an assessment**

💡 Any changes you make within an assessment have to be **saved** and is **not saved automatically** as you go. When you're finished, you can exit the page.

**Have any questions?**

At Libryo, we really want all our users to get the most from our application. If you have any questions or require further support, please contact us.

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