There are two methods available to use diagnostic assessment results in a Roadmap Pro plan. The assessment must have results available to view (if a group that means 3 or more responses) and the plan needs to exist. Once those two requirements are met, a user can choose either to assign an assessment from the results from My Diagnostics, or load it from within a plan from My Plans.

Adding results to a plan from My Diagnostics

1. In the list of assessments select the name of the assessment you want to associate with a plan
2. Select the results page
3. Move to the end of the page beyond Risks & Actions
4. Click SELECT PLAN button
5. Choose the plan to associate those assessment results
6. Choose the process step (where the tool is used) to associate the results with that specific process step in the plan.
7. Click ASSIGN

Once an assessment is assigned to one or more plans it can then be viewed directly within that process step.

Adding results to a plan from My Plans

An explanatory video of how to load results of a diagnostic assessment from within a plan, using the example of the process step assess organisational change impact and the Change Impact tool.