After the initial Evaluations form is reviewed, the Assess process will move into Section 2: Assessments. To get started, you will go to your Assess dashboard, where your case will have moved into the Assessments stage:

You will see a pop-up message like the one above. Choose the blue box that says

Designate the Team Members.

Once you have successfully selected your Threat Assessment Team, you will notice that the Teams icon has turned from red to yellow.

Each team member will need to go to their Assess dashboard, find the correct case number, and go to the corresponding icons on the right-hand side of the screen.

When you click on the pencil icon, you will see a menu of options:



  • Once you have finished your assessment, you must request review.

  • On the Assessment dashboard, find your case number, and find the icons to the right of that case.

  • You will see a bright red checkmark icon. If you hover above it with your mouse, it will say Request Review.

  • Click the red icon.

  • You will then see a pop-up message like the one above.

  • Select the user you want to review your assessment.

  • Then click Yes.

Once the assessment is completed and reviewed, the process will move from

Assessment to Plans.

Did this answer your question?