Foundation reference

Help

Review the steps from signing in to a submitted assessment whenever you need them.

Getting started

Five steps take you from signing in to a submitted assessment.

  1. Sign in with Salesforce

    Use your Salesforce account; it is the only way to sign in.

  2. Find your assessment

    Open the assessment list and pick the one whose next action is to schedule, conduct or submit.

    Go to the assessment list
  3. Score the seven categories

    Rate each category from 1 to 5, with the rubric shown beside every score.

    Open score entry
  4. Add evidence

    Paste or upload the interview transcript and confirm consent so your scores have support.

    Open transcript upload
  5. Submit the assessment

    Once every category is scored, use Submit Assessment on the assessment's own page.

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Portal Foundation · Accessible defaults for high-trust software