Assessment Planning

Prior to performing an assessment, asessors can select assessment method and timing, and specify evidence an employee should provide, allowing the opportunity for each employee to prepare for the assessment.  

Note: this is an optional step in CMS Online, which can be performed in two ways - 

1. After you have selected competency units for assessment, a Start button will display in the Plan column on the Assessor Assessment landing page.

Click Start to launch the planning screen.

2. On Assessment summary page, click Plan button

All competency units selected for assessment will display.  Plan each competency unit (CU) individually by selecting a date and time, location, assessment method and any other pertinent details.  Once you have finished planning all CUs, click Submit.  An automated email will be sent to the employee and his or her supervisor, notifying both parties of the assessment plan.