Next Generation EMS Assess
EMS and the next-generation EMS can interact with one another. The next-generation EMS Assess site is slowly becoming available to customers.  Users have the option to switch between EMS and the next-generation EMS to compare features and experience the differing layouts. 

Next-generation EMS allows users to view data analytics and export the data to an Excel spreadsheet.   This advanced feature is used for viewing the total number of completed or in-progress assessments. Additionally, you can apply filters to compare assessment responses and answers. This allows users to review any gaps within an assessment on a school or district level. Users can also view the number of buildings on campus with this feature.

Dashboard

Starting a New Assessment

From the Dashboard tab, select the Site for your assessment. 

Then, click Start New Assessment. 

Next, select the Template and Year. Click Start

Templates
A school district’s leadership can interact with Assess templates in settings. A user can import templates created by Navigate360. These templates can include forms for audits, assessments, or state-based requirements. 

From the Templates tab, view all current templates or click Create new templates as needed.

Answer the basic form and click Create to proceed. Customize a new template with section titles and questions by clicking View Options. Click Publish in the top right of the screen to make the template available to your district. Edit, copy, or remove a template by clicking on the template Action Items (…)

Users can update, control, edit, and publish template versions. If a user is making huge changes, it may be beneficial to unpublish the assessment, copy it, and publish the newly edited version. The old version will live as a draft and can be kept for version control and viewing. All old assessments should be unpublished to ensure the correct assessments are completed. 

Unpublished templates are not visible to non-admin and can be edited comfortably over time before being published.

Creating a Template
Users can create their own templates. These templates can include an abundance of questions and answers; you can create a title, include the state of the school or district, add any notes, and include notification email preferences.

To create a template, a user can personalize an assessment by adding headers, sections, and a summary. 

The summary allows a user to provide a description of a completed assessment. Once completed, users can edit, manage, or create additional sections. These assessments may include a question, a hint, or an answer type. 

Accessing a template will provide you with a list of sections to answer, show progress, and when it was last updated.

The Status button can be toggled on/off if a section is not needed.
Click Actions to view a section.
Click Options (shown right) to add, export or delete as needed.
Be sure to Mark as complete when finished with the template.

Click Mark as complete when all sections of the assessment are complete.

Click Back to Dashboard to return to your main screen in Assess.

Use cases can include site audits, after-action reports, staff surveys, and more.

Assessment Features

Question Functionality
When creating or reviewing questions for an assessment, users can view Question Tasks. You can create a task to fix an action based on something you saw while completing the assessment. 

For Example: If the assessment has a question regarding if the front door of the building is locked, a task could detail how the front door would not lock. The user can then create, submit, and assign this task to fix the door. 

On assessment questions, users can add notes, like or dislike a question, and attach images. The thumbs-up or thumbs-down feature of liking or disliking a question is a way to view which questions are being used. If the answer to a question is yes (thumbs-up), then the question could be a commendation for the school or district. If the answer is no (thumbs-down), the question could benefit from a recommendation. The school or district will need to be attentive to thumbs-down questions as it will flag that a process needs to be tended to.

Analytics
Select the Analytics tab 
This will list site specific information and show section specific questions.
Filtering is available by School, School year, and Template.
Click More filters for additional filter options.

Tasks
Tasks are associated with questions on an assessment. They can include:
- A title
- Who the task is assigned to
- The building
- A due date
- A description
- Options to edit, close, and delete a task

Additional Features
You can also print each assessment to keep a record. There is also an option to export individual sections of an assessment if you do not wish to export the entire file. You can sort assessments based on the date completed to help organize data.