HELP

Navigation

Are you having problems with navigation on the self-assessment tool?

The five criteria and the individual elements can be accessed through the highlighted links. Just click on the link and the individual elements for that criterion will appear. If you want to add details of evidence you can just type in the information in the evidence box. You then just indicate whether you feel the evidence fits the definition for ‘some’ ‘partial’ or ‘full’. Click on the word. If you require additional information click on the word ‘feedback’ and a response will indicate where you can find help on the website.

You can save your evidence and exit the tool or you can proceed on to the next element.

If you want to produce a report you can do that at any time.

When you have added evidence for all of the criteria the report will indicate the elements which may need further information or where there is no information.

Registration

We have designed the tool so that users can save their data/evidence as they work. In order to ensure confidentiality for users we have a registration process for the tool.

You will need to enter information on your organisation, contact information, e-mail address and details of whether your organisation intends to proceed with formal assessment. Definitions and instructions for registration are included on the Registration Page.

You will need to decide if you will register as your organisation’s Co-ordinator this will allow you to nominate colleagues to work with you.

You will be asked to provide a password which will give you access to your worked documents. Your documents will be saved and you will be able to see when your document was last worked on.

Glossary

To help you with the tool we have included a glossary of some of the key concepts in the standard. These are just a starting point if you require future information check out the Hub. Some of the definitions may help you to understand the element and the evidence required more fully.

Problem Solving

Evidence lost

Check that you have started work on the correct document. You may have created a new document. You can go back previous work check out former documents by clicking on archive pages.

Check with your colleagues to see if evidence has been erased when they were working on the document.

Reports

You can produce a report any time but the report will reflect only elements you or your colleagues have worked on. You may want to wait until you have entered more data to get a full picture. Focus on the elements where you need to identify more evidence.

Self-assessment hints and tips

Work as a team

Why not work as a team? You can work more effectively as a group. Individuals can take responsibility for particular criteria and gather the evidence. People can then get together to review their findings and start a full assessment.

Collate your evidence

Get the details your evidence together at the start of the process or use the tool as a talking point for discussions with colleagues about evidence. Think about all the sources of information for your organisation. Speak to managers, partners, customers and staff about sources of evidence.

Benchmark

If your organisation carries out similar functions on a number of sites, each site can carry out a self-assessment and compare results (benchmarking). You can then share good practice. You can also compare your performance with other organisations which use the toolkit.

Allocate Responsibilities

Decide whether you will work through the SA Tool systematically from criterion 1 to criterion 5 or whether you would prefer to work on each criterion as you identify evidence. If you are working with colleagues allocate responsibilities at the start so that work is not duplicated.

Save your data

Keep saving your data as you go along. When you leave the tool and come back you can start work on your previous submission or start again. The tool allows you to update and amend your existing work.