Move an assessment to another client
Move an assessment saved on the wrong client, or a guest assessment, to the right client.
Where: Web, for coaches
Use this when an assessment was saved on the wrong client, or when a guest assessment should join a real client. This is on web only.
Steps
Open the client who has the assessment. Select the Assessments tab.
Select the assessment in the list on the left.
In the assessment panel on the right, select the Transfer icon (two arrows).
In Transfer Assessment, select the box under Select Target Client. Type a name or email and pick the client.
Select Transfer. The button stays off until you pick a client. To stop, select the X (Close).
The assessment leaves the first client's progress and joins the second client's progress. For a guest client, it is added to the new client's progress report.
Common questions
Can I move it back?
Yes. Open the assessment on the new client and transfer it again.
I cannot find the client.
Search by name or email. The client you are moving from is not in the list.