Articles on: Evaluate

Getting started with your Evaluate features - For Owners

In this article you will learn about all the features available to you as an Owner.

Working through each of the steps with help you understand how to get set-up and provide a useful overview of owner features.

Verify your identity



Step 1 Verify your email`


When you are first invited to use Mesma software you will be asked to authenticate your identity via your email address and reset your password. This article takes you through the steps.

Authenticate your mesma software user ID

If you forget your password at any time it is very easy to reset this

Reset password

Step 2 Login


Additional information- If you area partner owner, on your first login you will be asked to complete some information on your company.

Evaluate - your assessment product



Step 3 Import your template(s)


Mesma has a bank of templates that can be imported from its template bank. When you go to import you will see the templates that relate to your subscription. Follow the steps in this guide to learn how to import an assessment template.

Step 4 Import an assessment from the bank of templates you have permission for






Step 5 Invite your users


Its useful to invite colleagues to collaborate on your assessments. Read this article to find out more.

Congratulations! you are now set up.

More features...



Link evidence to your assessment

Duplicating an assessment

Deleting your assessment

Archiving your assessment

Change ownership

Manage area groups

Copy/Move and Link Data

Submitting your assessment for moderation or approval

Updated on: 06/02/2023

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