Description:

This episode was inspired by a real-world moment during a recent mock assessment, when a simple recommendation turned into a powerful reminder: small reports can make a big difference for assessors. In this episode, Areaka walks through three reports that aren’t always required, but are incredibly helpful for assessors before and during an assessment. From creating a clean list of not applicable and exempt standards, to providing interview and observable checklists, to generating an accurate compliance tally, these tools reduce guesswork, save time, and make the assessment process smoother for everyone involved.

Timestamps:

0:00 Why this episode was inspired by a mock assessment

0:47 How certain reports can make assessments smoother

1:46 Not applicable and elected exemption standards and why they matter

3:03 Using simple notes to clearly explain not applicable standards

4:23 How to generate a list of not applicable standards using simple notes

5:27 Exporting the list and sharing it in pre-read materials

6:31 Alternative method using the standards tab filters

6:58 Why status timeline charts are not recommended for assessors

7:29 Interviews and observables lists and where they should be provided

8:16 Three ways to generate interview and observable lists

9:36 What a compliance tally is

10:06 Running the correct report in PowerDMS Analytics

10:55 Critical step when downloading the report to Excel

12:12 Why these reports reduce guesswork and improve assessments

Companion document to download:

• Reports Helpful to Assessors
• Florida Compliance Calculator

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