Selecting a coordinator

The assessment coordinator is responsible for:

• Entering basic identifying information about each of the assessment participants such as name, role in the company and e-mail address
  
• Monitoring the progress of the participants throughout the assessment (who has completed the questionnaire and who has not), and
  
• Deciding when to conclude the assessment and request the Solution Sage report

The coordinator will have access to a private Control Panel created just for this assessment where he or she will be able to manage all aspects of the assessment until it is completed. This includes adding and deleting participants as needed, access to each participant's user ID and password (to remind users of their passwords when they forget), and the ability to change passwords. The coordinator may want to refer to the Administrative Tools section for complete instructions relating to the Control Panel functions.

Important Note: the coordinator does not have access to any participant's answers or results. He or she can only determine the status of an individual participant's progress on completing the questionnaire.

In most cases, the coordinator will be the person registering the company for the assessment. Others who can perform the coordinator role are:

• A trusted administrative assistant within the firm
  
• An outside consultant or advisor who is facilitating the assessment
  
• An administrative assistant within the consultant's or advisor's office