In almost all types of business transactions today, companies or providers want to find ways to assess your suitability as a client. Whether it's a physical requirement for a theme park ride, or a skill requirement for a job application, or financial requirement in credit cards, or a systems assessment of the software you are using, all transactions are assessed.
The specialists or personnel conducting these assessments follow guidelines or standards in granting acceptance or approval. Even in schools, the application for enrollment is also being assessed, whether the prospective student is eligible for the academy or selected program.
Generating or producing a report documents the said processes, and below are some general guidelines in an application assessment report:
- Review of submitted documents - As with most types of applications, an application starts with a customized form that the applicant (or client) has to fill-out. This provides initial and preliminary information. Almost at the same time, there are documents that you have to submit that support your application (whether on skills or your background, financial status, among others - any one or all of these, depending on your type of application).
- Results of tests - After these tests are conducted (e.g. job application, or a students' enrollment), the results should be listed and evaluated. These tests can range from pen and paper tests, to actual skills demonstrations.
- Other contributing factors - If there are other processes in your application assessment (e.g. interview), they should be noted as well. These processes are in place to completely assess the suitability of the candidate and no detail or process should be left out.
- Evaluation or interpretation of the results - An evaluation or interpretation can now gauge the capability (on the applicable skills or status) of the applicant. Whether it is a scale rating or numerical rating, there should be a standard interpretation for the different grades or levels of all expected outcomes.
- Recommendation or proposed plan of action - This is the determining point or decision in assessing the application. Whether the application is approved or rejected, this decision should be based objectively on the assessment report. As this assessment report has already gone through the concerned parties, all should agree with the decision as they have seen the report already.
It is important to note that in assessing applications, the reviewer must always remain objective. No application should be reviewed and evaluated based on biases and prejudices. Also, all variables should be considered. All steps and special processes undertaken should be documented in the application assessment report and reviewed.
An application assessment report should be signed by the person who prepared it and noted by that person's immediate superior or boss. A space should be allotted for the signature of the approver. Remarks and comments as well should be given weight or merit. Also, remember that these assessments should be treated with full confidentiality to protect the applicant's information and assessment result.