Getting Started¶

The Vessel Smart Assessment Platform (VSAP) helps you manage the full lifecycle of client assessments — from onboarding accounts and designing question templates, to delivering assessments, and publishing shareable web reports with findings, recommendations, solutions, priorities, and action timelines.

This quick-start guide walks you through the core workflow in four essential steps. Each step links to a dedicated page with screenshots and details. For deeper reference on any feature, use the main navigation menu above.

The VSAP Lifecycle¶

graph LR
    A["<b>Step 1</b><br/>Add an Account"] --> B["<b>Step 2</b><br/>Design an Assessment"]
    B --> C["<b>Step 3</b><br/>Deliver your Assessment"]
    C --> D["<b>Step 4</b><br/>Provide Results"]

    classDef stepBox fill:#e3f2fd,stroke:#1976d2,stroke-width:3px,color:#000,rx:12px,ry:12px
    class A,B,C,D stepBox

    linkStyle 0,1,2 stroke:#1976d2,stroke-width:3px,color:#1976d2

Step 1 — Add an Account¶

Create client organizations in the system. You can add accounts manually or invite external users to self-populate via the Intake Form.

View Step 1 — Add an Account

Key Topics: Account setup, contacts, intake forms

Step 2 — Design an Assessment¶

Create assessment templates in the Library with questions, categories, and scoring rules. Templates define the structure for all assessments of that type.

View Step 2 — Design an Assessment

Key Topics: Library templates, question types, scoring zones

Step 3 — Deliver your Assessment¶

Create assessment instances and share them with respondents. Collect responses via direct links or anonymous survey links.

View Step 3 — Deliver your Assessment

Key Topics: Creating assessments, sharing with respondents, tracking responses

Step 4 — Provide Results¶

Analyze responses using the Report Builder and publish polished web reports to share findings with clients.

View Step 4 — Provide Results

Key Topics: Report builder, analyzing scores, web reports, branding

What's Next?¶

Once you've mastered the core workflow, explore these related features:

Dashboard — View assessment activity and trends across all accounts
Ecosystem View — Compare performance across multiple accounts
Settings — Configure intake forms, web reports, branding, and more
Library — Build and manage assessment templates