Send an assessment to do at home
Send, schedule, repeat, change or clear an assessment the client records at home.
Where: Web or mobile app, for coaches
Send an assessment that the client records at home. You can send it now, later, on repeat, or to a group. You can also see what is waiting, change it, or clear it.
Before you start
The client needs a Demotu app account to take the assessment.
Web: when you add a client, check Create account for client to access assessments remotely. For a client you already have, open the client and select the Create Account icon at the top of the page. The client needs an email address.
Mobile: when you add a client, turn on Create login account. The client needs an email address. For a client you already have, use Create login account.
Steps
Send now to one client
Open the client and tap the Assessments tab.
Tap Assign.
Choose a battery or movements, then tap Assign.
Send later, repeat, or send to a group
Open the client. On the Home tab, tap Profile.
Under Forms & Check-ins, tap Forms & scheduled assessments.
Set Assignment type to Remote assessments and choose a battery.
Set Repeat and Send. For a later send, set Start date, Send time (HH:MM), and Timezone.
Tap Assign.
To send to a group, open the group, tap Assign content, then choose Assessment.
See, change or clear what you sent
Use this for an assessment the client has not finished yet.
Open the client and tap the Assessments tab.
Tap Assigned with a number, for example Assigned (2). The number is how many assessments wait for the client.
A window opens. It says "Assigned remotely" and "2 pending for" the client's name. It lists each assessment.
To change the list, tap Edit. The Assign assessments window opens. Choose a battery or movements, then tap Assign.
To remove the list, tap Clear. Demotu asks "Clear assigned assessments?" Tap Clear to confirm. Tap Cancel to keep the list.
To close the window without a change, tap the close icon at the top right, swipe down, or tap outside the window.
Common questions
Who gets told when I send an assessment?
The client gets a phone notification if they have the app. When you send to one client, the client also gets an email if they have an email address. You get a phone notification when the client finishes.
Can I send an assessment to my whole team?
Send it to a group. On web, choose Group in Assign to. A group is a set of clients that you manage.
My client did not get the notification. What do I check?
Check that the client has an app account and an email address. Check that the client allowed notifications on their phone. For a scheduled assessment, check the send date, send time, and timezone.
Why has my scheduled assessment not arrived?
A scheduled assessment waits until the client finishes the assessment they already have.
Where do I see everything I sent?
On web, open Assignments in the account menu. Use the Remote assessments filter to see only assessments. Select Remote assessment results to see finished results. For one client, use the Assigned button on the client's Assessments tab.
I do not see Assigned with a number on mobile.
The number shows only when the client has assessments waiting. If you already sent assessments and the client has finished at least one assessment, the button reads Assigned with a number. Otherwise it reads Assign, even when some wait. Tap it to open the list.
Does Edit change my old list or replace it?
It replaces it. The old assessments are not selected for you. Choose everything you want the client to do, then tap Assign.
Does the client get a message when I edit?
Yes. When the list changes and still has assessments, the client gets the same notification as for a new assessment. The client also gets an email if the client has an email address. Nothing is sent if you assign the exact same list.
What does Clear do?
The client no longer sees the pending assessments on their home screen. Results that the client already finished stay in the client's history.
Do scheduled assessments show in the Assigned list?
Yes. When a scheduled or repeating assessment is sent, it shows in the list until the client finishes it.
Why can I not assign more assessments?
Accounts without an active subscription have a monthly assessment limit. On web, when you reach it, the Assign window says "Monthly Assessment Limit Reached." Upgrade your subscription in your account settings.
Can I review results before my client sees them?
Yes. Turn on Approve assessments. See Send a repeating assessment and manage your assignments.