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Technology Assessment Platform User Guide

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Technology Assessment Platform - User Guide > View Reports
  • Technology Assessment Platform - User Guide
    • Login / The TAP Dashboard
    • Customize The Questionnaire (optional)
    • Create A Questionnaire
    • Complete And Submit The Questionnaire
    • View Reports

View Reports


After completing your review (questionnaire) and clicking ‘Submit’, TAP prepares a report based on the answers provided. The report summarizes your answers, identifies action-areas, and provides risk mitigation advice.


You can download the report and pass to your customer for their review.


There are two kinds of report:

  • Client Report - Download the action-plan for a particular client.
  • Client Progress Report - Compares the last two questionnaires.


Client Report

  • Click 'Reports' > 'Client Reports'
  • Select your client from the drop-down menu
  • Click ‘View Reports’



  • Click ‘Download’ next to the report you want to view:



  • The report opens in PDF format.
  • The overall score for the client is shown on page 1. This is a weighted calculation from the scores for the individual topics. The lower the score, the higher the risk.



    • Each section lists the individual questions in the survey, the response, and the risk associated with the response. Scroll down the report to view each section:



      Impact - The type of answer provided. This can be:

      • Yes - Positive – The client has implemented measures that satisfy the requirements of the question
      • No - Marginal Impact – The client has not implemented the required measures, but the MSP feels there is little risk to the organization because of this.
      • No - Major Impact – The client has not implemented the required measures, and this represents a significant risk to the organization. MSPs are encouraged to prioritize these items.

      Question - The question that was asked of the customer about their network.


      Reason - Explains why it is important that the customer addresses this area of concern.


      Recommendation - The comments you provided in the questionnaire regarding this question. For example, you could write your initial thoughts on how to remediate a major issue, or explain why you assigned a ‘Marginal Impact’ verdict on an item.


      Client Progress Report


      The progress report shows the differences between the two most recent reports for a particular client. This, for example, helps you to see how many ‘No’ answers have been resolved in the time between the reports.

      • Click 'Reports' > 'Client Progress Reports'



      • Client - Select the target customer.
      • Click 'View Progress'.


         

        • Last review is shown on the left side and the latest one on the right.
        • Scroll down the report to view all sections.
        • Click the download / printer icon to save the last two comparison reports.

        Example workflow:

        • Click ‘Reports’ > ‘Technology Assessment Report’
        • Select your target customer
        • Click ‘View Reports’
        • Download and open the latest report
        • Check the items that require attention




        • Create a new review (questionnaire) for the customer, using the same library of questions as last time.
        • Update the answers as required. For example, because your client has completed certain tasks.
        • Save and submit the new questionnaire.
        • Click ‘Reports’ > ‘Client Progress Report’.
        • Select the client and click ‘View Progress’.
        • This generates a comparison of the last two surveys:



           
        • The older review is shown on the left, the most recent on the right. 
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