Assessments list — search, export, duplicate to portfolio

/assessments

Prerequisites

• Your login must pass canNavigateToAssessmentsList (see Capabilities matrix).
• Exports require canExportAssessmentResults (company staff need results permission; Staff viewer is excluded in code).

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Open the hub

1. Sidebar → Assessments.
2. Wait for Overview (and any secondary tabs) to finish loading.

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Search & filters

1. Use the search bar (debounced input—pause briefly after typing).
2. Apply filters exposed for your role (portfolio company, role taxonomy, job family, level—exact set depends on entitlements).
3. Adjust candidate scope control if present (list modes differ by environment).
4. Paginate with footer controls when the list is long.

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Create or upload entry points

From this page, privileged users may see actions such as:

• Create assessment → /assessments/create (AI wizard) — see Create assessment — AI wizard.
• Upload assessment → /assessments/upload — see Upload assessment (CSV).
• Create from job description style entry (sparkle / JD icon when canAccessCreateAssessmentFromJd) → /create-assessment — see Create assessment from job description.
• Assessment requests link when canAccessAssessmentRequests → /assessment-requests — see Assessment requests queue.

Exact button labels vary; match the live UI.

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Export results

1. Click Export (or download affordance) when visible.
2. Complete ExportAssessmentModal fields (format + scope depend on release).
3. If button missing → do not promise CSV; permissions or feature flags block it.

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Duplicate / deploy to other companies (portfolio)

When DuplicateAssessmentToCompaniesModal triggers (row action or dropdown—wording such as Deploy / Duplicate):

1. Open the flow from the assessment row menu.
2. Choose target company(ies) permitted in your portfolio context.
3. Confirm and wait for success toast or error message.
4. Refresh list if new rows do not appear immediately.

MCA / Platform / Directory combinations differ—validate in staging before customer calls.

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Open a single assessment

1. Click a row title / View action.
2. Land on /assessments/[assessment-id] for builder tools, metadata, sessions, etc.
3. Authenticated preview → /assessments/[assessment-id]/preview — see Preview an assessment.