What the Compliance Report Tracks
The report organizes users into categories based on their assessment status. This provides immediate visibility into where users are in the onboarding or retest process.
Completed Baseline Assessments
Displays all users who have successfully completed their initial assessment.
These users are ready for:
Program assignment
Review of results
Communication of next steps
Pending Baseline Assessments
Shows users who have started onboarding but have not yet completed their initial assessment.
Common reasons include:
Did not finish all steps
Did not finalize submission
Still working through the assessment
This group usually requires outreach or reminders.
Pending Account Creation
Lists users who were invited to Symmio but have not created their account.
Actions may include:
Resending an invite
Email follow-up
Providing login instructions
Pending Assessment Retests
Displays users who have completed a program or reached a specific progression milestone and are now due for reassessment.
This group is often considered high-priority because:
Retesting provides updated scoring
Progress evaluation depends on it
Engagement is typically higher at this point
When to Use the Assessment Compliance Report
Professionals typically review this report during:
Weekly operational meetings
Program enrollment cycles
End-of-program transitions
Corporate wellness check-ins
Post-onboarding monitoring
Retest scheduling
It is especially useful when managing groups, cohorts, events, or scheduled program timelines.
How to Use Each Section Effectively
Here are common actions tied to each section:
Completed Baseline
➡ Assign programming
➡ Schedule orientation calls
➡ Begin reporting progress
Pending Baseline
➡ Remind users to finish assessments
➡ Provide assistance if needed
➡ Address onboarding challenges
Pending Account Creation
➡ Verify communication was received
➡ Confirm access email is correct
➡ Send reminder emails or messages
Pending Retest
➡ Schedule reassessment
➡ Send follow-up instructions
➡ Evaluate results for progress reporting
Why Assessment Compliance Matters
Completing assessments ensures that:
✔ Baseline results are accurate
✔ Progress is measurable
✔ Pain, movement, or risk changes can be compared over time
✔ Individuals enter programs with appropriate recommendations
Compliance also supports organizational reporting, especially when demonstrating outcomes or return-on-investment metrics.
Best Practices
Professionals often use this report to:
Track onboarding completion
Identify users who may need outreach
Prepare communication sequences
Monitor organizational rollout
Measure progress over time
For larger groups, this simplifies management and reduces the chance of missing individuals during transition points.
Summary
The Assessment Compliance Report makes it easy to:
Understand who has completed required assessments
Identify users who still need to take action
Track who is due for reassessment
Support timely follow-up
It helps ensure assessment cycles remain active and complete, improving overall program quality and measurable outcomes.