A self-assessment is a check the tribe completes about itself. It is the cheapest form of monitoring you have: a franchisee who works through the standards each quarter finds most of the problems before an advisor ever arrives.
They are built exactly like a visit — the same template builder, the same items and points — with the Kind set to Self-assessment.
What makes them different
| Visit | Self-assessment | |
|---|---|---|
| Answers come from | The business advisor's own observation | The tribe, recorded on their behalf |
| On submit | Complete | Goes to Awaiting review |
| Then | Nothing further needed | An advisor approves it or returns it |
Reviewing one
- Open Self-Assessments. Anything waiting on you shows as Awaiting review.
- Read the report — the score, the summary and every answer with its photographs.
- Press Review.
- Choose Approve to accept it, or Return with a note saying what is needed.
A returned assessment goes back to Returned, with your notes on the record, and can be worked on and submitted again. Pass the notes on to the franchisee, since they cannot read them in the app yet. Approving completes it and it behaves like any other finished check from then on.
Corrective actions still apply
Items the tribe failed raise corrective actions the same way they would on a visit. A tribe that honestly marks its own fire extinguisher check as failed has already created the task to fix it.