How to
Perform Basic Operations
To add an assessor to the table select Add Assessor. Once this has been selected a dialog box will appear giving you two choices: add a new assessor or add an existing assessor. The Add New Assessor tab will always be the first tab displayed. To add an assessor you must enter their full name (first and last), phone number, and email address. Once all this information has been entered you may select Add Assessor. This will take you back to the Assessment Identification tab where you will see that the assessor has been added and that the name now appears in the system assessor table.
An existing assessor is someone who is in the database as an assessor for another system assessment. If you would like to add an existing assessor select the tab that says Add Existing Assessor. This tab will display a table that has been populated with all of the assessor names that are in the database. Select the name you want and click on Add Assessor. The name will appear in the system assessor table on the Assessment Identification tab.
To modify an assessor highlight the cell you want to edit and double click on it. The cursor will appear inside the cell where all you need to do is begin typing.You are not permitted to modify assessor names.
Adding a Inter-Connected System
To add a new system you must first fill out all the information fields, which are required before you select Add System. If they are not completed you will receive an error message and will not be able to continue until they are complete. Once the information is filled in, select Add System. Once Add System has been selected you will return to the System Identification tab where the system's name and information will appear in the table located in the inter-connected systems area.
To add an existing system to the list that has already been stored in the database you must click on the tab called Current Systems. Current Systems contains a table that has been populated with all the connected systems that have been stored in the database from previous assessments completed with that machine. To add an existing system, highlight the system name and select Add System. The System Identification tab and the name and corresponding system information will be displayed in the table located in the inter-connected systems area.
Modifying an Inter-Connected System
To modify a inter-connect system highlight the cell you want to edit and double click on it. The cursor will appear inside the cell where all you need to do is begin typing. You are not permitted to modify the name of an inter-connected system.
Moving From Question to Question
There are two main ways that you can move from question to question. The first is by using the buttons located at the bottom of the screen. The second is by using the assessment map that is located on the left hand side of the screen. To move from question to question using the assessment map highlight the desired question. Once you have selected a question it will be displayed on the Assessment Questions tab.
The assessment map is located on the Assessment Questions tab on the left hand side of the screen. To view the assessment map you must first open the split pane. To do so click and drag the arrows on the left hand side of the screen until the assessment map is completely visible. The map displays all questions in the self-assessment. To expand the 17 control areas, click on the folder icons. Once the folders are open you can see all the questions associated with that control area. To display a question, highlight and click on it. It will appear on the Assessment Questions tab.
To edit a response that you made to a question you must first use either the assessment map or the Back button located on the bottom of the screen to locate the question you wish to modify. Once you have found the question you can change your response. From there, you can return to the last question that you were or move around elsewhere in the assessment.
Assigning Responsibility to an
Assessor
To assign responsibility for answering a question to another assessor you must check off the box that says Assign to alternate and select the name of an assessor that you want to assign the responsibility of answering the question. The drop box has been populated with all the assessor’s names that have been entered on the Assessment Identification tab. If the assessor’s name that you wish to assign responsibility to is not there highlight Add Assessor. A dialogue box will appear where you can choose to either add a new assessor or add an existing.
Highlight the text you wish to copy and use Ctrl+C.
To paste text that you have already copied or cut place the cursor where you want to copy the text and use Ctrl+V.
Highlight the text you wish to cut and use Ctrl+X.
The reports function of ASSET is located under Tools on the menu bar. Once Reporting has been selected a window will appear with two tabs: Choose Report and Tabular Output. Choose Report is where you select the assessment that you want to make active. On the left side of the screen the active assessment’s information will be displayed such as: system information, system name, system number, assessment start date, and the system identifier. To make another assessment active click on either the file icon or the Change Active System button once selected a small window will appear listing the assessments that have been stored in the database. Highlight the assessment you want to make active and select the button at the bottom of the screen. The assessment’s information will be displayed. On the right side of the screen there are the list of four reports you can generate: Summary of Topic Areas by Levels of Effectiveness; Non-Applicable Questions; Risk Based Decisions; and System Summary. After an assessment has been made active you can select any one of these reports, to do so click on the report name. The results of the report will be displayed on the Tabular Output tab. This tab only displays the results from each report that has been generated. Selecting the Tabular Output tab before a report has been generated only displays a blank tab.
There are also three icons on this screen: Save, Make an Assessment Active, and Help. The Save allows you to save the results of the reports that you have created. Make an Assessment Active allows you to pick the assessment you would like to make active and Help takes you to the main help menu.
Printing is not a built in function of ASSET. In order to print you must first export the results from the Reporting window to a text file. Once the assessment results have been exported you can open the file in Excel or another application capable of reading text files. Using this application you can print the assessment and any reports that you created.
You can save an assessment using two different methods. The first is by selecting File from the menu bar and Save. Save has two options: Save assessment to database or Save assessment to file. To save an assessment that you have not completed select Save assessment to database, this stores/saves the incomplete assessment to the database where it can later be opened and completed. To save an assessment to a file, select Save assessment to file. A window will appear asking where and what name you would like to save the assessment. Once you have chosen the location and given it a name select Save. The assessment will be saved in xml to the location you designate.
Another way to save an assessment is by using the Summary tab. On the bottom of the tab there are two buttons: Store Assessment and Export Assessment. The Store Assessment button saves the assessment to the database while Export Assessment allows you to save the file in xml (you can also save it as a binary data file) to a desired location.
Opening an Existing Assessment
To open an existing assessment select File from the menu bar and Open. Open has two choices that you can choose from: Open assessment from the database or Import assessment from file.
To open an assessment from the database, select Open assessment from database. A window will appear displaying a table of assessments that have been stored. Select the assessment you would like to open by highlighting the system name and clicking Load, the assessment will open in the main window.
To open an assessment that is in a file, select Import assessment from file. A window will appear where you can choose the file you would like to open. Once you have found your file select Open, the assessment will be imported into the database.
Exporting a Completed Assessment
To export a completed assessment you can use the Export Assessment button on the Summary tab, the Open assessment from database option (which is located under File and Open), or you can Save assessment to file (which is located under File and Save).
To use the Export Assessment button on the Summary tab you must have the assessment you wish to export open. Once you have completed your assessment and you are ready to export select Export Assessment. This will prompt a window to appear which allows you to select where you would like to save the assessment and the name that would like to save it. Once you have given it a name and selected the location, select Export. The assessment is exported/saved in xml and is ready to be transferred via e-mail or disk to ASSET-Manager.
Another way you can export the assessment is to use the Open assessment from database option, which is located under File and Open. Once Open assessment from database has been selected, a window pops up displaying a table with all the assessments that are currently being stored in the database. Select the file, which you would like to export by checking off the Export? box. When the box has been checked, select Export. The assessment is exported/saved in xml and is ready to be transferred via e-mail or disk to ASSET-Manager. It is important to note that this option does not give you the freedom to name and pick the location in which you would like to export to. Instead it saves the assessment with the time that it was completed and in the same folder that contains ASSET.
Save assessment to file is another way in which you can export/save the completed assessment; this option is located under File and Save. Once you have selected to Save assessment to file a window will pop up asking you to select the location in which you would like to save the assessment and the name that you want it under. Once you have selected the location and given it a name you may select Export. The assessment is exported/saved in xml and is transferred via e-mail for disk to ASSET-Manager.
To log off as an assessor go to File and Log Off. The login screen appears and another assessor may login to the tool. However, when another assessor logs in they will not be the primary assessor unless they start a new assessment.