Customer Portal · Assessment
How do you want to run the assessment?
Both modes save to the same engagement and feed the installation setup downstream. Pick what fits today — you can switch later.
Mode 1
I'm doing this myself
Walk the floor, score 0–5 against each dimension, snap photos. Help text in every section. No consultant required.
Open self-driven →
Mode 2
An CivOps assessor is leading this
Your assessor runs interviews, captures evidence, and signs the QA gate. You see the report read-only and approve before delivery.
Open assessor-led →
Why we still ship the same dataSetup-ready
Whichever mode you pick, the same engagement record is the source of truth. When you're ready to install, the assessment data pre-fills the connector setup wizard via the bridge function (src/lib/assessment/bridgeToSetup.ts) — equipment list, system inventory, and gap recommendations all transfer in one click.